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

One 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 		$4.89M Buy
39,308
+638
+2% +$76.9K 0.54% 44
2026
Q1 		$4.31M Sell
38,670
-13,959
-27% -$1.64M 0.54% 43
2025
Q4 		$6M Buy
52,629
+10,847
+26% +$1.24M 0.73% 36
2025
Q3 		$4.76M Sell
41,782
-61,652
-60% -$6.87M 0.6% 38
2025
Q2 		$11.6M Sell
103,434
-4,470
-4% -$472K 1.61% 19
2025
Q1 		$10.8M Sell
107,904
-123,961
-53% -$12.6M 1.61% 17
2024
Q4 		$22.5M Buy
231,865
+79,327
+52% +$8.06M 3.33% 7
2024
Q3 		$16.4M Sell
152,538
-10,139
-6% -$1.05M 2.52% 10
2024
Q2 		$16.3M Buy
162,677
+51,650
+47% +$5.28M 3.49% 7
2024
Q1 		$11.5M Sell
111,027
-18,662
-14% -$1.86M 2.01% 14
2023
Q4 		$12.6M Sell
129,689
-17,714
-12% -$1.59M 2.42% 10
2023
Q3 		$12.7M Sell
147,403
-37,616
-20% -$3.47M 2.83% 8
2023
Q2 		$17.7M Buy
185,019
+22,005
+13% +$2.09M 3.72% 5
2023
Q1 		$15.3M Buy
163,014
+24,959
+18% +$2.24M 3.53% 6
2022
Q4 		$11.6M Buy
138,055
+32,146
+30% +$2.6M 2.64% 7
2022
Q3 		$7.68M Sell
105,909
-14,674
-12% -$1.2M 2.51% 8
2022
Q2 		$9.71M Buy
120,583
+23,144
+24% +$2.01M 2.6% 9
2022
Q1 		$9.38M Sell
97,439
-45,446
-32% -$4.47M 2.3% 11
2021
Q4 		$15.8M Buy
142,885
+50,042
+54% +$5.48M 4% 6
2021
Q3 		$9.88M Buy
92,843
+38,381
+70% +$4.23M 2.9% 8
2021
Q2 		$5.84M Buy
54,462
+21,350
+64% +$2.27M 1.85% 16
2021
Q1 		$3.33M Buy
33,112
+19,328
+140% +$1.97M 1.28% 16
2020
Q4 		$1.39M Buy
+13,784
New +$1.3M 0.76% 11
2020
Q1 		– Sell
-3,880
Closed -$336K – 108
2019
Q4 		$336K Buy
+3,880
New +$324K 0.25% 66

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

One Wealth Advisors's EFG Position: Q2 2026 in Review

One Wealth Advisors increased its iShares MSCI EAFE Growth ETF (EFG) stake by 1.6% in Q2 2026, buying an estimated $76.9K and bringing the position to 39,308 shares worth $4.89M. The position accounts for 0.54% of the portfolio, ranked #44.

One Wealth Advisors first reported a position in EFG in Q4 2019 and has held it in 24 quarters since. The position peaked at $22.5M in Q4 2024. 1,057 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • One Wealth Advisors held 39,308 shares of iShares MSCI EAFE Growth ETF worth $4.89M as of Q2 2026.
  • One Wealth Advisors bought 638 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $76.9K.
  • iShares MSCI EAFE Growth ETF made up 0.54% of One Wealth Advisors's portfolio in Q2 2026, its #44 holding.
  • One Wealth Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q4 2019 and has held it in 24 quarters since.
  • One Wealth Advisors's iShares MSCI EAFE Growth ETF position peaked at $22.5M in Q4 2024.
  • 1,057 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on One Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.