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

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return

Sharkey, Howes & Javer Denver, Colorado $828M AUM 20.38% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Client 1st Advisory Group Dunedin, Florida $372M AUM 22.43% 1-Year Est. Return

Lineweaver Wealth Advisors Valley View, Ohio $841M AUM 20.71% 1-Year Est. Return