Net Worth Advisory Group’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Net Worth Advisory Group’s Portfolio EFG Stock Details EFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$875K	Sell	7,032 -26,986	-79%	-$3.25M	0.22%	100
2026 Q1	$3.79M	Buy	34,018 +731	+2%	+$86K	0.79%	22
2025 Q4	$3.79M	Buy	33,287 +27,499	+475%	+$3.15M	0.77%	25
2025 Q3	$659K	Sell	5,788 -26,819	-82%	-$2.99M	0.19%	119
2025 Q2	$3.65M	Buy	32,607 +26,767	+458%	+$2.82M	0.81%	24
2025 Q1	$584K	Sell	5,840 -52	-0.9%	-$5.3K	0.18%	135
2024 Q4	$571K	Buy	5,892 +2	+0%	+$203	0.17%	151
2024 Q3	$634K	Buy	+5,890	New	+$611K	0.19%	142

Other funds holding EFG

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

FSWA

Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

WFPG

Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

ACA

Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Net Worth Advisory Group's EFG Position: Q2 2026 in Review

Net Worth Advisory Group reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 79% in Q2 2026, selling an estimated $3.25M and leaving 7,032 shares worth $875K. The position accounts for 0.22% of the portfolio, ranked #100.

Net Worth Advisory Group first reported a position in EFG in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.79M in Q4 2025. 204 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Net Worth Advisory Group held 7,032 shares of iShares MSCI EAFE Growth ETF worth $875K as of Q2 2026.
Net Worth Advisory Group sold 26,986 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $3.25M.
iShares MSCI EAFE Growth ETF made up 0.22% of Net Worth Advisory Group's portfolio in Q2 2026, its #100 holding.
Net Worth Advisory Group first reported a position in iShares MSCI EAFE Growth ETF in Q3 2024 and has held it in 8 quarters since.
Net Worth Advisory Group's iShares MSCI EAFE Growth ETF position peaked at $3.79M in Q4 2025.
204 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Net Worth Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.