PAG
EFG icon

Paladin Advisory Group’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Paladin Advisory 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 		$1.92M Sell
15,402
-645
-4% -$77.8K 1.27% 27
2026
Q1 		$1.79M Buy
16,047
+13
+0.1% +$1.53K 1.36% 23
2025
Q4 		$1.83M Buy
16,034
+185
+1% +$21.2K 1.33% 26
2025
Q3 		$1.8M Buy
15,849
+502
+3% +$55.9K 1.41% 23
2025
Q2 		$1.72M Sell
15,347
-905
-6% -$95.5K 1.31% 27
2025
Q1 		$1.63M Buy
16,252
+653
+4% +$66.6K 1.3% 27
2024
Q4 		$1.51M Buy
15,599
+247
+2% +$25.1K 1.16% 30
2024
Q3 		$1.65M Sell
15,352
-2,335
-13% -$242K 1.22% 27
2024
Q2 		$1.81M Sell
17,687
-540
-3% -$55.2K 1.41% 25
2024
Q1 		$1.88M Buy
18,227
+115
+0.6% +$11.4K 1.49% 23
2023
Q4 		$1.75M Sell
18,112
-1,889
-9% -$169K 1.45% 22
2023
Q3 		$1.73M Buy
20,001
+20
+0.1% +$1.84K 1.45% 23
2023
Q2 		$1.91M Buy
19,981
+107
+0.5% +$10.2K 1.53% 23
2023
Q1 		$1.86M Buy
+19,874
New +$1.79M 1.55% 23
2022
Q2 		– Sell
-19,033
Closed -$1.65M – 347
2022
Q1 		$1.84M Buy
+19,033
New +$1.87M 1.5% 19

Other funds holding EFG

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JC
JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FSWA
Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

Paladin Advisory Group's EFG Position: Q2 2026 in Review

Paladin Advisory Group reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 4% in Q2 2026, selling an estimated $77.8K and leaving 15,402 shares worth $1.92M. The position accounts for 1.27% of the portfolio, ranked #27.

Paladin Advisory Group first reported a position in EFG in Q1 2022 and has held it in 15 quarters since. 502 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Paladin Advisory Group held 15,402 shares of iShares MSCI EAFE Growth ETF worth $1.92M as of Q2 2026.
  • Paladin Advisory Group sold 645 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $77.8K.
  • iShares MSCI EAFE Growth ETF made up 1.27% of Paladin Advisory Group's portfolio in Q2 2026, its #27 holding.
  • Paladin Advisory Group first reported a position in iShares MSCI EAFE Growth ETF in Q1 2022 and has held it in 15 quarters since.
  • 502 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Paladin Advisory Group's 13F filing for Q2 2026, filed 28 Jul 2026.