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

Root Financial 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 		– Sell
-327
Closed -$36.4K – 1206
2026
Q1 		$36.4K Sell
327
-362
-53% -$42.6K ﹤0.01% 1020
2025
Q4 		$78.5K Sell
689
-9
-1% -$1.03K ﹤0.01% 550
2025
Q3 		$79.5K Buy
+698
New +$77.8K ﹤0.01% 518

Other funds holding EFG

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JC
JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FSWA
Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

Root Financial Partners's EFG Position: Q2 2026 in Review

Root Financial Partners sold out of iShares MSCI EAFE Growth ETF (EFG) in Q2 2026, closing a stake of 327 shares — an estimated $36.4K sold.

Root Financial Partners first reported a position in EFG in Q3 2025 and held it in 3 quarters. The position peaked at $79.5K in Q3 2025. 471 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Root Financial Partners reported no remaining iShares MSCI EAFE Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 327 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $36.4K.
  • Root Financial Partners first reported a position in iShares MSCI EAFE Growth ETF in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's iShares MSCI EAFE Growth ETF position peaked at $79.5K in Q3 2025.
  • 471 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.