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

Roxbury 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	$9.22K	Hold	74	–	–	0.01%	325
2026 Q1	$8.21K	Hold	74	–	–	0.01%	310
2025 Q4	$8.4K	Buy	74 +22	+42%	+$2.52K	0.01%	304
2025 Q3	$5.91K	Hold	52	–	–	0.01%	311
2025 Q2	$5.82K	Hold	52	–	–	0.01%	307
2025 Q1	$5.31K	Buy	52 +1	+2%	+$102	0.01%	297
2024 Q4	$5.2K	Buy	+51	New	+$5.18K	0.01%	326

Other funds holding EFG

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

FSWA

Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return

OWA

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

WFPG

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

RFA

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

Roxbury Financial's EFG Position: Q2 2026 in Review

Roxbury Financial held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q2 2026 at 74 shares worth $9.22K. The position accounts for 0.01% of the portfolio, ranked #325.

Roxbury Financial first reported a position in EFG in Q4 2024 and has held it in 7 quarters since. 372 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Roxbury Financial held 74 shares of iShares MSCI EAFE Growth ETF worth $9.22K as of Q2 2026.
Roxbury Financial left its iShares MSCI EAFE Growth ETF share count unchanged in Q2 2026.
iShares MSCI EAFE Growth ETF made up 0.01% of Roxbury Financial's portfolio in Q2 2026, its #325 holding.
Roxbury Financial first reported a position in iShares MSCI EAFE Growth ETF in Q4 2024 and has held it in 7 quarters since.
372 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.