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Robertson Stephens Wealth Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Robertson Stephens Wealth Management’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 		$1.17M Sell
9,396
-1,316
-12% -$159K 0.03% 289
2026
Q1 		$1.19M Buy
10,712
+1,853
+21% +$218K 0.03% 270
2025
Q4 		$1.01M Sell
8,859
-586
-6% -$67.2K 0.03% 302
2025
Q3 		$1.08M Sell
9,445
-14,822
-61% -$1.65M 0.03% 243
2025
Q2 		$2.72M Sell
24,267
-3,657
-13% -$386K 0.09% 157
2025
Q1 		$2.79M Sell
27,924
-12,965
-32% -$1.32M 0.1% 158
2024
Q4 		$3.96M Sell
40,889
-8,740
-18% -$888K 0.14% 135
2024
Q3 		$5.34M Sell
49,629
-1,322
-3% -$137K 0.19% 107
2024
Q2 		$5.21M Buy
50,951
+6,818
+15% +$697K 0.26% 67
2024
Q1 		$4.58M Sell
44,133
-9,257
-17% -$922K 0.24% 69
2023
Q4 		$5.17M Sell
53,390
-275,677
-84% -$24.7M 0.31% 55
2023
Q3 		$28.4M Buy
329,067
+26,544
+9% +$2.45M 1.92% 9
2023
Q2 		$28.9M Buy
302,523
+263,789
+681% +$25.1M 2.04% 9
2023
Q1 		$3.63M Buy
38,734
+12,915
+50% +$1.16M 0.28% 76
2022
Q4 		$2.16M Sell
25,819
-953
-4% -$77K 0.21% 100
2022
Q3 		$1.94M Sell
26,772
-10,937
-29% -$892K 0.2% 94
2022
Q2 		$3.04M Sell
37,709
-11,071
-23% -$961K 0.29% 76
2022
Q1 		$4.7M Sell
48,780
-9,267
-16% -$911K 0.39% 47
2021
Q4 		$6.41M Buy
58,047
+1,445
+3% +$158K 0.54% 37
2021
Q3 		$6.03M Buy
56,602
+8,743
+18% +$963K 0.68% 36
2021
Q2 		$5.13M Buy
47,859
+3,489
+8% +$371K 0.62% 37
2021
Q1 		$4.46M Buy
44,370
+4,025
+10% +$409K 0.71% 31
2020
Q4 		$4.07M Sell
40,345
-148
-0.4% -$14K 0.85% 27
2020
Q3 		$3.64M Sell
40,493
-80
-0.2% -$7.09K 0.89% 25
2020
Q2 		$3.37M Buy
40,573
+13,295
+49% +$1.04M 0.97% 24
2020
Q1 		$1.94M Sell
27,278
-52
-0.2% -$4.21K 0.66% 40
2019
Q4 		$2.36M Sell
27,330
-522
-2% -$43.6K 1.19% 23
2019
Q3 		$2.24M Hold
27,852
– – 1.14% 24
2019
Q2 		$2.25M Sell
27,852
-2,303
-8% -$182K 2.19% 15
2019
Q1 		$2.34M Sell
30,155
-226
-0.7% -$16.8K 2% 15
2018
Q4 		$2.1M Buy
+30,381
New +$2.21M 2.1% 15

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

Robertson Stephens Wealth Management's EFG Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 12% in Q2 2026, selling an estimated $159K and leaving 9,396 shares worth $1.17M. The position accounts for 0.03% of the portfolio, ranked #289.

Robertson Stephens Wealth Management first reported a position in EFG in Q4 2018 and has held it in 31 quarters since. The position peaked at $28.9M in Q2 2023. 1,057 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Robertson Stephens Wealth Management held 9,396 shares of iShares MSCI EAFE Growth ETF worth $1.17M as of Q2 2026.
  • Robertson Stephens Wealth Management sold 1,316 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $159K.
  • iShares MSCI EAFE Growth ETF made up 0.03% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #289 holding.
  • Robertson Stephens Wealth Management first reported a position in iShares MSCI EAFE Growth ETF in Q4 2018 and has held it in 31 quarters since.
  • Robertson Stephens Wealth Management's iShares MSCI EAFE Growth ETF position peaked at $28.9M in Q2 2023.
  • 1,057 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.