ORG Wealth Partners’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

ORG Wealth 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	$634K	Buy	5,092 +483	+10%	+$58.2K	0.1%	125
2026 Q1	$513K	Buy	4,609 +1,823	+65%	+$214K	0.1%	129
2025 Q4	$318K	Buy	2,786 +37	+1%	+$4.24K	0.07%	161
2025 Q3	$313K	Buy	2,749 +393	+17%	+$43.8K	0.07%	161
2025 Q2	$263K	Sell	2,356 -22	-0.9%	-$2.32K	0.06%	158
2025 Q1	$238K	Buy	2,378 +175	+8%	+$17.8K	0.07%	171
2024 Q4	$213K	Buy	2,203 +540	+32%	+$54.9K	0.07%	120
2024 Q3	$179K	Buy	+1,663	New	+$173K	0.06%	131

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

ORG Wealth Partners's EFG Position: Q2 2026 in Review

ORG Wealth Partners increased its iShares MSCI EAFE Growth ETF (EFG) stake by 10% in Q2 2026, buying an estimated $58.2K and bringing the position to 5,092 shares worth $634K. The position accounts for 0.1% of the portfolio, ranked #125.

ORG Wealth Partners first reported a position in EFG in Q3 2024 and has held it in 8 quarters since. 1,056 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

ORG Wealth Partners held 5,092 shares of iShares MSCI EAFE Growth ETF worth $634K as of Q2 2026.
ORG Wealth Partners bought 483 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $58.2K.
iShares MSCI EAFE Growth ETF made up 0.1% of ORG Wealth Partners's portfolio in Q2 2026, its #125 holding.
ORG Wealth Partners first reported a position in iShares MSCI EAFE Growth ETF in Q3 2024 and has held it in 8 quarters since.
1,056 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.