Raleigh Capital Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Raleigh Capital 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	$1.29M	Buy	10,379 +458	+5%	+$55.2K	0.41%	69
2026 Q1	$1.1M	Buy	9,921 +9,325	+1,565%	+$1.1M	0.38%	76
2025 Q4	$67.9K	Sell	596 -1,270	-68%	-$146K	0.02%	259
2025 Q3	$212K	Sell	1,866 -5,433	-74%	-$605K	0.08%	187
2025 Q2	$818K	Sell	7,299 -243	-3%	-$25.6K	0.34%	86
2025 Q1	$754K	Sell	7,542 -7,600	-50%	-$775K	0.34%	83
2024 Q4	$1.47M	Buy	15,142 +2,057	+16%	+$209K	0.57%	54
2024 Q3	$1.41M	Sell	13,085 -1,028	-7%	-$107K	0.54%	59
2024 Q2	$1.44M	Buy	14,113 +5,020	+55%	+$513K	0.61%	47
2024 Q1	$944K	Buy	9,093 +1,761	+24%	+$175K	0.41%	75
2023 Q4	$710K	Sell	7,332 -8,652	-54%	-$775K	0.33%	88
2023 Q3	$1.38M	Sell	15,984 -4,003	-20%	-$369K	0.7%	48
2023 Q2	$1.91M	Sell	19,987 -568	-3%	-$54K	0.95%	28
2023 Q1	$1.93M	Buy	20,555 +5,840	+40%	+$525K	0.95%	28
2022 Q4	$1.23M	Sell	14,715 -3,269	-18%	-$264K	0.64%	49
2022 Q3	$1.3M	Buy	17,984 +5,885	+49%	+$480K	0.76%	42
2022 Q2	$977K	Sell	12,099 -325	-3%	-$28.2K	0.56%	52
2022 Q1	$1.2M	Buy	12,424 +11,781	+1,832%	+$1.16M	0.65%	44
2021 Q4	$71K	Buy	+643	New	+$70.4K	0.07%	124

Other funds holding EFG

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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

FSWA

Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

WFPG

Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

Raleigh Capital Management's EFG Position: Q2 2026 in Review

Raleigh Capital Management increased its iShares MSCI EAFE Growth ETF (EFG) stake by 4.6% in Q2 2026, buying an estimated $55.2K and bringing the position to 10,379 shares worth $1.29M. The position accounts for 0.41% of the portfolio, ranked #69.

Raleigh Capital Management first reported a position in EFG in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.93M in Q1 2023. 304 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Raleigh Capital Management held 10,379 shares of iShares MSCI EAFE Growth ETF worth $1.29M as of Q2 2026.
Raleigh Capital Management bought 458 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $55.2K.
iShares MSCI EAFE Growth ETF made up 0.41% of Raleigh Capital Management's portfolio in Q2 2026, its #69 holding.
Raleigh Capital Management first reported a position in iShares MSCI EAFE Growth ETF in Q4 2021 and has held it in 19 quarters since.
Raleigh Capital Management's iShares MSCI EAFE Growth ETF position peaked at $1.93M in Q1 2023.
304 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Raleigh Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.