QPWM
EFG icon

Quadrant Private Wealth Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Quadrant Private Wealth Management’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 		– Sell
-11,040
Closed -$1.23M – 194
2026
Q1 		$1.23M Sell
11,040
-1,045
-9% -$123K 0.19% 108
2025
Q4 		$1.38M Sell
12,085
-1,414
-10% -$162K 0.23% 97
2025
Q3 		$1.54M Sell
13,499
-21,742
-62% -$2.42M 0.28% 87
2025
Q2 		$3.95M Buy
35,241
+1,618
+5% +$171K 0.82% 29
2025
Q1 		$3.36M Sell
33,623
-7,188
-18% -$733K 0.84% 33
2024
Q4 		$3.95M Buy
40,811
+10,301
+34% +$1.05M 0.97% 23
2024
Q3 		$3.28M Sell
30,510
-463
-1% -$48K 0.81% 31
2024
Q2 		$3.17M Buy
30,973
+16,259
+111% +$1.66M 0.73% 36
2024
Q1 		$1.53M Sell
14,714
-533
-3% -$53.1K 0.39% 71
2023
Q4 		$1.48M Sell
15,247
-4,624
-23% -$414K 0.41% 64
2023
Q3 		$1.71M Sell
19,871
-2,046
-9% -$189K 0.58% 47
2023
Q2 		$2.09M Buy
21,917
+3,469
+19% +$330K 0.61% 45
2023
Q1 		$1.73M Buy
18,448
+6,690
+57% +$602K 0.54% 54
2022
Q4 		$985K Buy
+11,758
New +$951K 0.33% 77
2022
Q2 		$577K Buy
7,169
+556
+8% +$48.3K 0.24% 93
2022
Q1 		$637K Sell
6,613
-2,067
-24% -$203K 0.24% 92
2021
Q4 		$957K Buy
8,680
+1,249
+17% +$137K 0.36% 73
2021
Q3 		$791K Buy
7,431
+1,873
+34% +$206K 0.33% 76
2021
Q2 		$596K Sell
5,558
-443
-7% -$47.1K 0.24% 92
2021
Q1 		$603K Buy
6,001
+939
+19% +$95.5K 0.26% 87
2020
Q4 		$511K Buy
5,062
+1,353
+36% +$128K 0.23% 97
2020
Q3 		$333K Buy
3,709
+691
+23% +$61.2K 0.17% 118
2020
Q2 		$251K Buy
+3,018
New +$236K 0.14% 146

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

Quadrant Private Wealth Management's EFG Position: Q2 2026 in Review

Quadrant Private Wealth Management sold out of iShares MSCI EAFE Growth ETF (EFG) in Q2 2026, closing a stake of 11,040 shares — an estimated $1.23M sold.

Quadrant Private Wealth Management first reported a position in EFG in Q2 2020 and held it in 23 quarters. The position peaked at $3.95M in Q4 2024. 522 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Quadrant Private Wealth Management reported no remaining iShares MSCI EAFE Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Quadrant Private Wealth Management sold 11,040 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $1.23M.
  • Quadrant Private Wealth Management first reported a position in iShares MSCI EAFE Growth ETF in Q2 2020 and held it in 23 quarters.
  • Quadrant Private Wealth Management's iShares MSCI EAFE Growth ETF position peaked at $3.95M in Q4 2024.
  • 522 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Quadrant Private Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.