Retirement Wealth Solutions’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Retirement Wealth Solutions’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	$3.98M	Buy	32,023 +2,683	+9%	+$324K	2.2%	12
2026 Q1	$3.27M	Buy	29,340 +20,848	+246%	+$2.45M	2.06%	13
2025 Q4	$967K	Sell	8,492 -1,473	-15%	-$169K	0.61%	32
2025 Q3	$1.13M	Sell	9,965 -7,859	-44%	-$876K	0.75%	28
2025 Q2	$2M	Buy	17,824 +710	+4%	+$74.9K	1.46%	20
2025 Q1	$1.71M	Sell	17,114 -6,408	-27%	-$653K	1.38%	19
2024 Q4	$2.27M	Buy	+23,522	New	+$2.39M	1.92%	14

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

Retirement Wealth Solutions's EFG Position: Q2 2026 in Review

Retirement Wealth Solutions increased its iShares MSCI EAFE Growth ETF (EFG) stake by 9.1% in Q2 2026, buying an estimated $324K and bringing the position to 32,023 shares worth $3.98M. The position accounts for 2.2% of the portfolio, ranked #12.

Retirement Wealth Solutions first reported a position in EFG in Q4 2024 and has held it in 7 quarters since. 1,060 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Retirement Wealth Solutions held 32,023 shares of iShares MSCI EAFE Growth ETF worth $3.98M as of Q2 2026.
Retirement Wealth Solutions bought 2,683 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $324K.
iShares MSCI EAFE Growth ETF made up 2.2% of Retirement Wealth Solutions's portfolio in Q2 2026, its #12 holding.
Retirement Wealth Solutions first reported a position in iShares MSCI EAFE Growth ETF in Q4 2024 and has held it in 7 quarters since.
1,060 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.