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 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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Oxford Financial Group's EFG Position: Q1 2026 in Review

Oxford Financial Group reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 1.2% in Q1 2026, selling an estimated $8.35K and leaving 5,932 shares worth $661K. The position accounts for 0.04% of the portfolio, ranked #136.

Oxford Financial Group first reported a position in EFG in Q2 2021 and has held it in 19 quarters since. The position peaked at $799K in Q3 2024. 1,010 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

Oxford Financial Group held 5,932 shares of iShares MSCI EAFE Growth ETF worth $661K as of Q1 2026.
Oxford Financial Group sold 71 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $8.35K.
iShares MSCI EAFE Growth ETF made up 0.04% of Oxford Financial Group's portfolio in Q1 2026, its #136 holding.
Oxford Financial Group first reported a position in iShares MSCI EAFE Growth ETF in Q2 2021 and has held it in 19 quarters since.
Oxford Financial Group's iShares MSCI EAFE Growth ETF position peaked at $799K in Q3 2024.
1,010 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.