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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 0.71% 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 0.76% 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 1.04% 23
2023
Q3 		$7.27M Sell
84,189
-12,329
-13% -$1.14M 1.67% 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 2.03% 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

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cetera Investment Advisers
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
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

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

Revolve Wealth Partners reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 1.9% in Q2 2026, selling an estimated $118K and leaving 50,284 shares worth $6.26M. The position accounts for 0.65% of the portfolio, ranked #29.

Revolve Wealth Partners first reported a position in EFG in Q4 2021 and has held it in 19 quarters since. The position peaked at $9.21M in Q2 2023. 1,057 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Revolve Wealth Partners held 50,284 shares of iShares MSCI EAFE Growth ETF worth $6.26M as of Q2 2026.
  • Revolve Wealth Partners sold 979 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $118K.
  • iShares MSCI EAFE Growth ETF made up 0.65% of Revolve Wealth Partners's portfolio in Q2 2026, its #29 holding.
  • Revolve Wealth Partners first reported a position in iShares MSCI EAFE Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • Revolve Wealth Partners's iShares MSCI EAFE Growth ETF position peaked at $9.21M in Q2 2023.
  • 1,057 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Revolve Wealth Partners's 13F filing for Q2 2026, filed 9 Jul 2026.