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

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

ACA

Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 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. 204 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.
204 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.