One Advisory Partners
EFG icon

One Advisory Partners’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

One Advisory Partners’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
Q3 		$2.32M Sell
19,377
-29,853
-61% -$3.66M 0.63% 29
2026
Q2 		$6.13M Buy
49,230
+28,556
+138% +$3.44M 1.67% 19
2026
Q1 		$2.3M Buy
20,674
+691
+3% +$81.3K 0.71% 29
2025
Q4 		$2.28M Sell
19,983
-1,923
-9% -$220K 0.69% 27
2025
Q3 		$2.5M Sell
21,906
-60,783
-74% -$6.77M 0.77% 26
2025
Q2 		$9.36M Buy
82,689
+2,194
+3% +$231K 3.12% 12
2025
Q1 		$8.05M Sell
80,495
-54,630
-40% -$5.57M 3.44% 8
2024
Q4 		$13.1M Buy
135,125
+21,464
+19% +$2.18M 5.81% 6
2024
Q3 		$12.2M Sell
113,661
-10,027
-8% -$1.04M 5.37% 7
2024
Q2 		$12.7M Buy
123,688
+42,183
+52% +$4.31M 5.83% 6
2024
Q1 		$8.46M Sell
81,505
-6,022
-7% -$599K 4.16% 6
2023
Q4 		$8.48M Sell
87,527
-35,510
-29% -$3.18M 4.45% 5
2023
Q3 		$10.6M Sell
123,037
-25,100
-17% -$2.31M 6.2% 5
2023
Q2 		$14.1M Buy
148,137
+5,376
+4% +$511K 7.95% 4
2023
Q1 		$13.4M Buy
142,761
+36,861
+35% +$3.32M 7.87% 4
2022
Q4 		$8.87M Sell
105,900
-6,937
-6% -$561K 5.65% 5
2022
Q3 		$8.19M Buy
112,837
+31,465
+39% +$2.57M 5.65% 5
2022
Q2 		$6.55M Sell
81,372
-3,457
-4% -$300K 4.34% 6
2022
Q1 		$8.17M Sell
84,829
-42,249
-33% -$4.15M 4.76% 6
2021
Q4 		$14M Buy
127,078
+4,415
+4% +$484K 7.98% 4
2021
Q3 		$13.1M Buy
122,663
+28,879
+31% +$3.18M 8.11% 3
2021
Q2 		$10.1M Buy
93,784
+374
+0.4% +$39.7K 6.18% 6
2021
Q1 		$9.38M Sell
93,410
-20,281
-18% -$2.06M 6.16% 6
2020
Q4 		$11.5M Sell
113,691
-13,858
-11% -$1.31M 7.86% 3
2020
Q3 		$11.5M Buy
127,549
+258
+0.2% +$22.9K 8.7% 3
2020
Q2 		$10.6M Buy
+127,291
New +$9.9M 8.54% 3

Other funds holding EFG

JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
Financial Synergies Wealth Advisors
Financial Synergies Wealth Advisors Houston, Texas $1.22B AUM 22.8% 1-Year Est. Return
NBT Bank
NBT Bank Norwich, New York $1.47B AUM 18.77% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Waller Financial Planning Group
Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return
Affinity Capital Advisors
Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return
RTD Financial Advisors
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
Cerro Pacific Wealth Advisors
Cerro Pacific Wealth Advisors San Luis Obispo, California $458M AUM 21.87% 1-Year Est. Return
Robinswood Financial
Robinswood Financial Kirkland, Washington $324M AUM 8.63% 1-Year Est. Return

One Advisory Partners's EFG Position: Q3 2026 in Review

One Advisory Partners reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 61% in Q3 2026, selling an estimated $3.66M and leaving 19,377 shares worth $2.32M. The position accounts for 0.63% of the portfolio, ranked #29.

One Advisory Partners first reported a position in EFG in Q2 2020 and has held it in 26 quarters since. The position peaked at $14.1M in Q2 2023. 353 funds tracked by Wall St. Rank hold EFG as of Q3 2026.

  • One Advisory Partners held 19,377 shares of iShares MSCI EAFE Growth ETF worth $2.32M as of Q3 2026.
  • One Advisory Partners sold 29,853 iShares MSCI EAFE Growth ETF shares in Q3 2026, an estimated $3.66M.
  • iShares MSCI EAFE Growth ETF made up 0.63% of One Advisory Partners's portfolio in Q3 2026, its #29 holding.
  • One Advisory Partners first reported a position in iShares MSCI EAFE Growth ETF in Q2 2020 and has held it in 26 quarters since.
  • One Advisory Partners's iShares MSCI EAFE Growth ETF position peaked at $14.1M in Q2 2023.
  • 353 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2026.

Based on One Advisory Partners's 13F filing for Q3 2026, filed 22 Oct 2026.