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

RTD Financial Advisors’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 		$22.7M Sell
182,339
-4,791
-3% -$578K 2.47% 11
2026
Q1 		$20.8M Sell
187,130
-6,430
-3% -$756K 2.56% 10
2025
Q4 		$22.1M Sell
193,560
-5,344
-3% -$613K 2.69% 9
2025
Q3 		$22.7M Sell
198,904
-32
-0% -$3.57K 2.72% 9
2025
Q2 		$22.3M Sell
198,936
-8,000
-4% -$844K 2.85% 9
2025
Q1 		$20.7M Sell
206,936
-1,407
-0.7% -$143K 2.78% 11
2024
Q4 		$20.2M Buy
208,343
+2,575
+1% +$262K 2.59% 11
2024
Q3 		$22.2M Buy
205,768
+661
+0.3% +$68.6K 2.8% 10
2024
Q2 		$21M Sell
205,107
-1,186
-0.6% -$121K 2.82% 9
2024
Q1 		$21.4M Buy
206,293
+419
+0.2% +$41.7K 2.88% 9
2023
Q4 		$19.9M Sell
205,874
-3,200
-2% -$287K 2.8% 9
2023
Q3 		$18M Sell
209,074
-3,684
-2% -$340K 2.76% 10
2023
Q2 		$20.3M Buy
212,758
+1,590
+0.8% +$151K 2.95% 10
2023
Q1 		$19.8M Buy
211,168
+1,869
+0.9% +$168K 3.06% 10
2022
Q4 		$17.5M Buy
209,299
+2,753
+1% +$223K 2.86% 10
2022
Q3 		$15M Sell
206,546
-4,335
-2% -$354K 2.76% 9
2022
Q2 		$17M Buy
210,881
+11,890
+6% +$1.03M 2.6% 10
2022
Q1 		$19.2M Sell
198,991
-12,133
-6% -$1.19M 2.59% 11
2021
Q4 		$23.3M Buy
+211,124
New +$23.1M 3.05% 9

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
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
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

RTD Financial Advisors's EFG Position: Q2 2026 in Review

RTD Financial Advisors reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 2.6% in Q2 2026, selling an estimated $578K and leaving 182,339 shares worth $22.7M. The position accounts for 2.47% of the portfolio, ranked #11.

RTD Financial Advisors first reported a position in EFG in Q4 2021 and has held it in 19 quarters since. The position peaked at $23.3M in Q4 2021. 401 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • RTD Financial Advisors held 182,339 shares of iShares MSCI EAFE Growth ETF worth $22.7M as of Q2 2026.
  • RTD Financial Advisors sold 4,791 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $578K.
  • iShares MSCI EAFE Growth ETF made up 2.47% of RTD Financial Advisors's portfolio in Q2 2026, its #11 holding.
  • RTD Financial Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • RTD Financial Advisors's iShares MSCI EAFE Growth ETF position peaked at $23.3M in Q4 2021.
  • 401 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on RTD Financial Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.