Robinswood Financial’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Robinswood Financial’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	$19.1M	Buy	153,573 +5,092	+3%	+$614K	5.48%	4
2026 Q1	$16.5M	Buy	148,481 +5,071	+4%	+$596K	5.2%	5
2025 Q4	$16.3M	Buy	143,410 +3,286	+2%	+$377K	5.23%	4
2025 Q3	$16M	Buy	140,124 +2,814	+2%	+$314K	5.32%	4
2025 Q2	$15.4M	Sell	137,310 -3,762	-3%	-$397K	5.44%	5
2025 Q1	$14.1M	Buy	141,072 +1,195	+0.9%	+$122K	5.21%	6
2024 Q4	$13.5M	Buy	139,877 +2,666	+2%	+$271K	5.12%	8
2024 Q3	$14.8M	Buy	137,211 +4,107	+3%	+$426K	5.49%	5
2024 Q2	$13.6M	Buy	133,104 +396	+0.3%	+$40.5K	5.51%	5
2024 Q1	$13.7M	Sell	132,708 -6,311	-5%	-$628K	5.86%	4
2023 Q4	$13.5M	Buy	139,019 +1,778	+1%	+$159K	5.82%	4
2023 Q3	$11.8M	Buy	137,241 +785	+0.6%	+$72.4K	5.65%	4
2023 Q2	$13M	Buy	+136,456	New	+$13M	6.05%	2

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

Robinswood Financial's EFG Position: Q2 2026 in Review

Robinswood Financial increased its iShares MSCI EAFE Growth ETF (EFG) stake by 3.4% in Q2 2026, buying an estimated $614K and bringing the position to 153,573 shares worth $19.1M. The position accounts for 5.48% of the portfolio, ranked #4.

Robinswood Financial first reported a position in EFG in Q2 2023 and has held it in 13 quarters since. 1,062 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Robinswood Financial held 153,573 shares of iShares MSCI EAFE Growth ETF worth $19.1M as of Q2 2026.
Robinswood Financial bought 5,092 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $614K.
iShares MSCI EAFE Growth ETF made up 5.48% of Robinswood Financial's portfolio in Q2 2026, its #4 holding.
Robinswood Financial first reported a position in iShares MSCI EAFE Growth ETF in Q2 2023 and has held it in 13 quarters since.
1,062 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Robinswood Financial's 13F filing for Q2 2026, filed 15 Jul 2026.