Ritter Daniher Financial Advisory’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Ritter Daniher Financial Advisory’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	$1.44M	Hold	11,562	–	–	0.22%	54
2026 Q1	$1.29M	Buy	11,562 +548	+5%	+$64.4K	0.22%	57
2025 Q4	$1.25M	Buy	11,014 +510	+5%	+$58.5K	0.21%	58
2025 Q3	$1.2M	Sell	10,504 -410	-4%	-$45.7K	0.21%	57
2025 Q2	$1.22M	Hold	10,914	–	–	0.3%	29
2025 Q1	$1.09M	Buy	10,914 +1,900	+21%	+$194K	0.3%	29
2024 Q4	$873K	Sell	9,014 -41	-0.5%	-$4.17K	0.25%	36
2024 Q3	$975K	Buy	9,055 +332	+4%	+$34.4K	0.28%	35
2024 Q2	$892K	Sell	8,723 -13	-0.1%	-$1.33K	0.28%	34
2024 Q1	$907K	Sell	8,736 -219	-2%	-$21.8K	0.3%	32
2023 Q4	$867K	Sell	8,955 -1,181	-12%	-$106K	0.32%	30
2023 Q3	$875K	Sell	10,136 -1,285	-11%	-$118K	0.37%	22
2023 Q2	$1.09M	Buy	11,421 +1,260	+12%	+$120K	0.45%	18
2023 Q1	$952K	Sell	10,161 -2,019	-17%	-$182K	0.42%	20
2022 Q4	$1.02M	Sell	12,180 -803	-6%	-$64.9K	0.49%	21
2022 Q3	$942K	Buy	12,983 +10,991	+552%	+$897K	0.67%	19
2022 Q2	$160K	Buy	1,992 +1,142	+134%	+$99.2K	0.11%	66
2022 Q1	$82K	Hold	850	–	–	0.06%	92
2021 Q4	$94K	Hold	850	–	–	0.06%	88
2021 Q3	$90K	Hold	850	–	–	0.07%	87
2021 Q2	$91K	Hold	850	–	–	0.07%	79
2021 Q1	$85K	Hold	850	–	–	0.07%	75
2020 Q4	$86K	Buy	+850	New	+$80.4K	0.07%	71

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

Ritter Daniher Financial Advisory's EFG Position: Q2 2026 in Review

Ritter Daniher Financial Advisory held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q2 2026 at 11,562 shares worth $1.44M. The position accounts for 0.22% of the portfolio, ranked #54.

Ritter Daniher Financial Advisory first reported a position in EFG in Q4 2020 and has held it in 23 quarters since. 1,060 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Ritter Daniher Financial Advisory held 11,562 shares of iShares MSCI EAFE Growth ETF worth $1.44M as of Q2 2026.
Ritter Daniher Financial Advisory left its iShares MSCI EAFE Growth ETF share count unchanged in Q2 2026.
iShares MSCI EAFE Growth ETF made up 0.22% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #54 holding.
Ritter Daniher Financial Advisory first reported a position in iShares MSCI EAFE Growth ETF in Q4 2020 and has held it in 23 quarters since.
1,060 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.