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

One Wealth Capital Management’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	$5.97M	Buy	48,015 +9,994	+26%	+$1.21M	1.68%	14
2026 Q1	$4.46M	Buy	38,021 +27,949	+277%	+$3.29M	1.95%	12
2025 Q4	$1.15M	Sell	10,072 -2,464	-20%	-$282K	0.49%	37
2025 Q3	$1.43M	Sell	12,536 -19,374	-61%	-$2.16M	0.64%	33
2025 Q2	$3.57M	Sell	31,910 -998	-3%	-$105K	1.68%	12
2025 Q1	$3.29M	Sell	32,908 -24,940	-43%	-$2.54M	1.77%	11
2024 Q4	$5.6M	Buy	+57,848	New	+$5.88M	2.84%	8

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FSWA

Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return

BAAM

Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

One Wealth Capital Management's EFG Position: Q2 2026 in Review

One Wealth Capital Management increased its iShares MSCI EAFE Growth ETF (EFG) stake by 26% in Q2 2026, buying an estimated $1.21M and bringing the position to 48,015 shares worth $5.97M. The position accounts for 1.68% of the portfolio, ranked #14.

One Wealth Capital Management first reported a position in EFG in Q4 2024 and has held it in 7 quarters since. 529 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

One Wealth Capital Management held 48,015 shares of iShares MSCI EAFE Growth ETF worth $5.97M as of Q2 2026.
One Wealth Capital Management bought 9,994 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $1.21M.
iShares MSCI EAFE Growth ETF made up 1.68% of One Wealth Capital Management's portfolio in Q2 2026, its #14 holding.
One Wealth Capital Management first reported a position in iShares MSCI EAFE Growth ETF in Q4 2024 and has held it in 7 quarters since.
529 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on One Wealth Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.