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 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	+$9.94M	8.54%	3

Other funds holding EFG

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

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 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

One Advisory Partners's EFG Position: Q2 2026 in Review

One Advisory Partners increased its iShares MSCI EAFE Growth ETF (EFG) stake by 138% in Q2 2026, buying an estimated $3.44M and bringing the position to 49,230 shares worth $6.13M. The position accounts for 1.67% of the portfolio, ranked #19.

One Advisory Partners first reported a position in EFG in Q2 2020 and has held it in 25 quarters since. The position peaked at $14.1M in Q2 2023. 372 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

One Advisory Partners held 49,230 shares of iShares MSCI EAFE Growth ETF worth $6.13M as of Q2 2026.
One Advisory Partners bought 28,556 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $3.44M.
iShares MSCI EAFE Growth ETF made up 1.67% of One Advisory Partners's portfolio in Q2 2026, its #19 holding.
One Advisory Partners first reported a position in iShares MSCI EAFE Growth ETF in Q2 2020 and has held it in 25 quarters since.
One Advisory Partners's iShares MSCI EAFE Growth ETF position peaked at $14.1M in Q2 2023.
372 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on One Advisory Partners's 13F filing for Q2 2026, filed 21 Jul 2026.