Quotient Wealth Partners’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Quotient Wealth Partners’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	$3.78M	Sell	30,393 -1,303	-4%	-$157K	0.09%	63
2026 Q1	$3.53M	Buy	31,696 +6,779	+27%	+$797K	0.09%	62
2025 Q4	$2.84M	Sell	24,917 -3,220	-11%	-$369K	0.08%	68
2025 Q3	$3.2M	Sell	28,137 -40	-0.1%	-$4.46K	0.09%	58
2025 Q2	$3.16M	Sell	28,177 -2,773	-9%	-$293K	0.09%	57
2025 Q1	$3.1M	Sell	30,950 -3,989	-11%	-$407K	0.1%	53
2024 Q4	$3.38M	Buy	34,939 +2,559	+8%	+$260K	0.11%	50
2024 Q3	$3.49M	Sell	32,380 -1,894	-6%	-$196K	0.11%	48
2024 Q2	$3.51M	Sell	34,274 -6,262	-15%	-$640K	0.12%	47
2024 Q1	$4.21M	Sell	40,536 -18,169	-31%	-$1.81M	0.15%	45
2023 Q4	$5.69M	Buy	+58,705	New	+$5.26M	0.22%	43

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

Quotient Wealth Partners's EFG Position: Q2 2026 in Review

Quotient Wealth Partners reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 4.1% in Q2 2026, selling an estimated $157K and leaving 30,393 shares worth $3.78M. The position accounts for 0.09% of the portfolio, ranked #63.

Quotient Wealth Partners first reported a position in EFG in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.69M in Q4 2023. 1,060 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Quotient Wealth Partners held 30,393 shares of iShares MSCI EAFE Growth ETF worth $3.78M as of Q2 2026.
Quotient Wealth Partners sold 1,303 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $157K.
iShares MSCI EAFE Growth ETF made up 0.09% of Quotient Wealth Partners's portfolio in Q2 2026, its #63 holding.
Quotient Wealth Partners first reported a position in iShares MSCI EAFE Growth ETF in Q4 2023 and has held it in 11 quarters since.
Quotient Wealth Partners's iShares MSCI EAFE Growth ETF position peaked at $5.69M in Q4 2023.
1,060 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Quotient Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.