Orin Green Financial’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Orin Green Financial’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	$287K	Hold	2,310	–	–	0.11%	67
2026 Q1	$257K	Sell	2,310 -253	-10%	-$29.8K	0.11%	67
2025 Q4	$292K	Hold	2,563	–	–	0.12%	65
2025 Q3	$292K	Buy	2,563 +3	+0.1%	+$334	0.12%	65
2025 Q2	$287K	Hold	2,560	–	–	0.12%	63
2025 Q1	$252K	Buy	+2,560	New	+$261K	0.12%	63
2024 Q4	–	Sell	-2,560	Closed	-$260K	–	66
2024 Q3	$276K	Hold	2,560	–	–	0.12%	62
2024 Q2	$262K	Buy	+2,560	New	+$262K	0.12%	62
2024 Q1	–	Sell	-2,560	Closed	-$255K	–	62
2023 Q4	$248K	Hold	2,560	–	–	0.12%	60
2023 Q3	$221K	Hold	2,560	–	–	0.12%	62
2023 Q2	$244K	Hold	2,560	–	–	0.13%	58
2023 Q1	$240K	Hold	2,560	–	–	0.13%	57
2022 Q4	$214K	Buy	+2,560	New	+$207K	0.13%	60
2022 Q3	–	Sell	-2,560	Closed	-$205K	–	65
2022 Q2	$205K	Hold	2,560	–	–	0.13%	62
2022 Q1	$246K	Hold	2,560	–	–	0.16%	60
2021 Q4	$255K	Hold	2,560	–	–	0.18%	50
2021 Q3	$273K	Hold	2,560	–	–	0.19%	55
2021 Q2	$275K	Hold	2,560	–	–	0.19%	54
2021 Q1	$257K	Hold	2,560	–	–	0.21%	54
2020 Q4	$258K	Buy	+2,560	New	+$242K	0.2%	56

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

Orin Green Financial's EFG Position: Q2 2026 in Review

Orin Green Financial held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q2 2026 at 2,310 shares worth $287K. The position accounts for 0.11% of the portfolio, ranked #67.

Orin Green Financial first reported a position in EFG in Q4 2020 and has held it in 20 quarters since. The position peaked at $292K in Q4 2025. 1,056 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Orin Green Financial held 2,310 shares of iShares MSCI EAFE Growth ETF worth $287K as of Q2 2026.
Orin Green Financial left its iShares MSCI EAFE Growth ETF share count unchanged in Q2 2026.
iShares MSCI EAFE Growth ETF made up 0.11% of Orin Green Financial's portfolio in Q2 2026, its #67 holding.
Orin Green Financial first reported a position in iShares MSCI EAFE Growth ETF in Q4 2020 and has held it in 20 quarters since.
Orin Green Financial's iShares MSCI EAFE Growth ETF position peaked at $292K in Q4 2025.
1,056 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Orin Green Financial's 13F filing for Q2 2026, filed 13 Jul 2026.