OneDigital Investment Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

OneDigital Investment 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	$60.5M	Buy	486,226 +308,608	+174%	+$37.2M	0.51%	43
2026 Q1	$19.8M	Sell	177,618 -7,980	-4%	-$938K	0.19%	107
2025 Q4	$21.1M	Sell	185,598 -8,972	-5%	-$1.03M	0.21%	100
2025 Q3	$22.2M	Sell	194,570 -559,361	-74%	-$62.3M	0.23%	90
2025 Q2	$84.4M	Sell	753,931 -70,135	-9%	-$7.4M	0.94%	24
2025 Q1	$82.4M	Sell	824,066 -577,980	-41%	-$58.9M	0.98%	22
2024 Q4	$136M	Buy	1,402,046 +146,452	+12%	+$14.9M	1.57%	9
2024 Q3	$135M	Sell	1,255,594 -102,316	-8%	-$10.6M	1.54%	10
2024 Q2	$139M	Buy	1,357,910 +699,090	+106%	+$71.5M	1.74%	9
2024 Q1	$68.4M	Buy	658,820 +31,125	+5%	+$3.1M	1.07%	19
2023 Q4	$60.8M	Sell	627,695 -95,298	-13%	-$8.54M	1.06%	15
2023 Q3	$62.4M	Buy	722,993 +36,897	+5%	+$3.4M	1.35%	12
2023 Q2	$65.5M	Buy	686,096 +61,771	+10%	+$5.88M	1.45%	12
2023 Q1	$58.5M	Buy	624,325 +235,884	+61%	+$21.2M	1.37%	13
2022 Q4	$32.5M	Buy	388,441 +295,373	+317%	+$23.9M	0.94%	23
2022 Q3	$6.75M	Buy	+93,068	New	+$7.59M	0.25%	66
2022 Q2	–	Sell	-2,101	Closed	-$202K	–	737
2022 Q1	$202K	Sell	2,101 -344	-14%	-$33.8K	0.01%	707
2021 Q4	$270K	Buy	+2,445	New	+$268K	0.01%	625
2021 Q3	–	Sell	-2,656	Closed	-$285K	–	779
2021 Q2	$285K	Buy	2,656 +41	+2%	+$4.36K	0.01%	568
2021 Q1	$263K	Buy	+2,615	New	+$266K	0.01%	543
2019 Q3	–	Sell	-554	Closed	-$45K	–	709
2019 Q2	$45K	Hold	554	–	–	﹤0.01%	586
2019 Q1	$43K	Hold	554	–	–	0.01%	521
2018 Q4	$38K	Hold	554	–	–	0.01%	503
2018 Q3	$44K	Hold	554	–	–	0.01%	438
2018 Q2	$44K	Hold	554	–	–	0.01%	541
2018 Q1	$45K	Sell	554 -8,661	-94%	-$707K	0.01%	549
2017 Q4	$744K	Buy	+9,215	New	+$730K	0.09%	95

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 New York $1.81T AUM 41.13% 1-Year Est. Return

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 Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

OneDigital Investment Advisors's EFG Position: Q2 2026 in Review

OneDigital Investment Advisors increased its iShares MSCI EAFE Growth ETF (EFG) stake by 174% in Q2 2026, buying an estimated $37.2M and bringing the position to 486,226 shares worth $60.5M. The position accounts for 0.51% of the portfolio, ranked #43.

OneDigital Investment Advisors first reported a position in EFG in Q4 2017 and has held it in 27 quarters since. The position peaked at $139M in Q2 2024. 1,060 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

OneDigital Investment Advisors held 486,226 shares of iShares MSCI EAFE Growth ETF worth $60.5M as of Q2 2026.
OneDigital Investment Advisors bought 308,608 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $37.2M.
iShares MSCI EAFE Growth ETF made up 0.51% of OneDigital Investment Advisors's portfolio in Q2 2026, its #43 holding.
OneDigital Investment Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q4 2017 and has held it in 27 quarters since.
OneDigital Investment Advisors's iShares MSCI EAFE Growth ETF position peaked at $139M in Q2 2024.
1,060 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.