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EFG icon

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

Revolve 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 		$6.26M Sell
50,284
-979
-2% -$118K 0.65% 29
2026
Q1 		$5.71M Buy
51,263
+161
+0.3% +$18.9K 0.74% 26
2025
Q4 		$5.82M Sell
51,102
-520
-1% -$59.6K 0.68% 30
2025
Q3 		$5.88M Sell
51,622
-395
-0.8% -$44K 0.71% 30
2025
Q2 		$5.83M Buy
52,017
+1,793
+4% +$189K 0.76% 28
2025
Q1 		$5.02M Sell
50,224
-193
-0.4% -$19.7K 0.73% 28
2024
Q4 		$4.88M Buy
50,417
+5,478
+12% +$557K 0.72% 30
2024
Q3 		$4.84M Sell
44,939
-544
-1% -$56.4K 0.74% 27
2024
Q2 		$4.65M Sell
45,483
-991
-2% -$101K 0.77% 27
2024
Q1 		$4.82M Sell
46,474
-9,284
-17% -$924K 0.82% 25
2023
Q4 		$5.4M Sell
55,758
-28,431
-34% -$2.55M 1.05% 23
2023
Q3 		$7.27M Sell
84,189
-12,329
-13% -$1.14M 1.69% 18
2023
Q2 		$9.21M Buy
96,518
+11,104
+13% +$1.06M 2.16% 15
2023
Q1 		$8M Buy
85,414
+15,242
+22% +$1.37M 2.04% 19
2022
Q4 		$5.88M Buy
70,172
+18,052
+35% +$1.46M 1.68% 17
2022
Q3 		$3.78M Buy
52,120
+15,372
+42% +$1.25M 1.26% 21
2022
Q2 		$2.96M Sell
36,748
-5,066
-12% -$440K 0.97% 24
2022
Q1 		$4.03M Buy
41,814
+12,644
+43% +$1.24M 1.16% 23
2021
Q4 		$3.22M Buy
+29,170
New +$3.19M 0.93% 24

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WFPG
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RFA
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ACA
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SW
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SHJ
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AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
C1AG
Client 1st Advisory Group Dunedin, Florida $372M AUM 22.43% 1-Year Est. Return
LWA
Lineweaver Wealth Advisors Valley View, Ohio $841M AUM 20.71% 1-Year Est. Return
CWS
Cypress Wealth Services Palm Desert, California $813M AUM 27.86% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return