OFG
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Oxford Financial Group’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Oxford Financial Group’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 		$738K Hold
5,932
– – 0.04% 132
2026
Q1 		$661K Sell
5,932
-71
-1% -$8.35K 0.04% 136
2025
Q4 		$684K Hold
6,003
– – 0.04% 120
2025
Q3 		$684K Sell
6,003
-340
-5% -$37.9K 0.04% 114
2025
Q2 		$710K Sell
6,343
-300
-5% -$31.6K 0.04% 100
2025
Q1 		$664K Sell
6,643
-1,540
-19% -$157K 0.05% 106
2024
Q4 		$792K Buy
8,183
+757
+10% +$76.9K 0.05% 106
2024
Q3 		$799K Hold
7,426
– – 0.05% 98
2024
Q2 		$760K Hold
7,426
– – 0.05% 109
2024
Q1 		$771K Hold
7,426
– – 0.05% 95
2023
Q4 		$719K Hold
7,426
– – 0.05% 104
2023
Q3 		$641K Sell
7,426
-39
-0.5% -$3.6K 0.06% 103
2023
Q2 		$712K Sell
7,465
-906
-11% -$86.2K 0.07% 100
2023
Q1 		$784K Sell
8,371
-221
-3% -$19.9K 0.09% 81
2022
Q4 		$720K Buy
8,592
+525
+7% +$42.4K 0.08% 81
2022
Q3 		$585K Hold
8,067
– – 0.09% 87
2022
Q2 		$649K Hold
8,067
– – 0.1% 88
2022
Q1 		$777K Buy
+8,067
New +$793K 0.1% 89
2021
Q4 		– Sell
-206
Closed -$22K – 273
2021
Q3 		$22K Hold
206
– – ﹤0.01% 232
2021
Q2 		$22K Buy
+206
New +$21.9K ﹤0.01% 210

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

Oxford Financial Group's EFG Position: Q2 2026 in Review

Oxford Financial Group held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q2 2026 at 5,932 shares worth $738K. The position accounts for 0.04% of the portfolio, ranked #132.

Oxford Financial Group first reported a position in EFG in Q2 2021 and has held it in 20 quarters since. The position peaked at $799K in Q3 2024. 1,062 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Oxford Financial Group held 5,932 shares of iShares MSCI EAFE Growth ETF worth $738K as of Q2 2026.
  • Oxford Financial Group left its iShares MSCI EAFE Growth ETF share count unchanged in Q2 2026.
  • iShares MSCI EAFE Growth ETF made up 0.04% of Oxford Financial Group's portfolio in Q2 2026, its #132 holding.
  • Oxford Financial Group first reported a position in iShares MSCI EAFE Growth ETF in Q2 2021 and has held it in 20 quarters since.
  • Oxford Financial Group's iShares MSCI EAFE Growth ETF position peaked at $799K in Q3 2024.
  • 1,062 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Oxford Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.