Octavia Wealth Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Octavia Wealth Advisors’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	$42.6M	Buy	342,462 +13,205	+4%	+$1.59M	3.68%	8
2026 Q1	$36.7M	Buy	329,257 +4,092	+1%	+$481K	3.51%	9
2025 Q4	$37M	Buy	325,165 +18,559	+6%	+$2.13M	3.54%	7
2025 Q3	$34.9M	Buy	306,606 +14,093	+5%	+$1.57M	3.47%	7
2025 Q2	$32.8M	Buy	292,513 +48,817	+20%	+$5.15M	3.73%	6
2025 Q1	$24.4M	Sell	243,696 -68,175	-22%	-$6.95M	2.96%	7
2024 Q4	$30.2M	Buy	311,871 +11,579	+4%	+$1.18M	3.66%	7
2024 Q3	$32.3M	Buy	300,292 +19,643	+7%	+$2.04M	3.98%	6
2024 Q2	$28.7M	Buy	280,649 +10,671	+4%	+$1.09M	3.91%	6
2024 Q1	$28M	Buy	269,978 +6,925	+3%	+$689K	4.14%	6
2023 Q4	$25.5M	Buy	263,053 +8,110	+3%	+$727K	4.49%	2
2023 Q3	$22M	Buy	254,943 +27,148	+12%	+$2.5M	4.46%	4
2023 Q2	$21.7M	Buy	+227,795	New	+$21.7M	4.41%	4
2021 Q1	–	Sell	-2,640	Closed	-$266K	–	168
2020 Q4	$266K	Buy	+2,640	New	+$250K	0.09%	133

Other funds holding EFG

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

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return

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

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

Cerro Pacific Wealth Advisors San Luis Obispo, California $442M AUM 28.96% 1-Year Est. Return

Robinswood Financial Kirkland, Washington $349M AUM 14.9% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return

Sharkey, Howes & Javer Denver, Colorado $828M AUM 20.38% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return