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Omni 360 Wealth’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Omni 360 Wealth’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 		$833K Buy
6,698
+47
+0.7% +$5.67K 0.39% 58
2026
Q1 		$741K Sell
6,651
-1,427
-18% -$168K 0.38% 59
2025
Q4 		$960K Sell
8,078
-4,834
-37% -$554K 0.49% 48
2025
Q3 		$1.47M Sell
12,912
-1,612
-11% -$180K 0.82% 27
2025
Q2 		$1.63M Sell
14,524
-3,158
-18% -$333K 1.01% 27
2025
Q1 		$1.77M Buy
17,682
+683
+4% +$69.6K 1.18% 23
2024
Q4 		$1.65M Buy
16,999
+1,263
+8% +$128K 1.09% 24
2024
Q3 		$1.69M Buy
15,736
+878
+6% +$91.1K 1.16% 25
2024
Q2 		$1.52M Buy
14,858
+3,297
+29% +$337K 1.15% 23
2024
Q1 		$1.2M Buy
11,561
+582
+5% +$57.9K 0.99% 27
2023
Q4 		$1.06M Buy
+10,979
New +$984K 0.99% 28

Other funds holding EFG

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
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
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

Omni 360 Wealth's EFG Position: Q2 2026 in Review

Omni 360 Wealth increased its iShares MSCI EAFE Growth ETF (EFG) stake by 0.71% in Q2 2026, buying an estimated $5.67K and bringing the position to 6,698 shares worth $833K. The position accounts for 0.39% of the portfolio, ranked #58.

Omni 360 Wealth first reported a position in EFG in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.77M in Q1 2025. 331 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Omni 360 Wealth held 6,698 shares of iShares MSCI EAFE Growth ETF worth $833K as of Q2 2026.
  • Omni 360 Wealth bought 47 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $5.67K.
  • iShares MSCI EAFE Growth ETF made up 0.39% of Omni 360 Wealth's portfolio in Q2 2026, its #58 holding.
  • Omni 360 Wealth first reported a position in iShares MSCI EAFE Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • Omni 360 Wealth's iShares MSCI EAFE Growth ETF position peaked at $1.77M in Q1 2025.
  • 331 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Omni 360 Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.