RWA Wealth Partners’s iShares MSCI EAFE Growth ETF EFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $13.9M | Buy |
124,539
+968
| +0.8% | +$114K | 0.15% | 88 |
|
|
2025
Q4 | $14.1M | Sell |
123,571
-156
| -0.1% | -$17.9K | 0.15% | 84 |
|
|
2025
Q3 | $14.1M | Sell |
123,727
-4,866
| -4% | -$542K | 0.16% | 85 |
|
|
2025
Q2 | $14.4M | Buy |
128,593
+2,722
| +2% | +$287K | 0.18% | 84 |
|
|
2025
Q1 | $12.6M | Sell |
125,871
-48,350
| -28% | -$4.93M | 0.16% | 83 |
|
|
2024
Q4 | $16.9M | Buy |
174,221
+45,030
| +35% | +$4.58M | 0.21% | 72 |
|
|
2024
Q3 | $13.9M | Sell |
129,191
-57,806
| -31% | -$6M | 0.17% | 82 |
|
|
2024
Q2 | $19.1M | Buy |
186,997
+69
| +0% | +$7.05K | 0.25% | 64 |
|
|
2024
Q1 | $19.4M | Sell |
186,928
-9,164
| -5% | -$912K | 0.26% | 64 |
|
|
2023
Q4 | $19M | Buy |
196,092
+42,964
| +28% | +$3.85M | 0.27% | 62 |
|
|
2023
Q3 | $13.2M | Sell |
153,128
-3,931
| -3% | -$362K | 0.29% | 34 |
|
|
2023
Q2 | $15M | Sell |
157,059
-7,311
| -4% | -$695K | 0.33% | 28 |
|
|
2023
Q1 | $15.4M | Sell |
164,370
-5,183
| -3% | -$466K | 0.37% | 26 |
|
|
2022
Q4 | $15M | Sell |
169,553
-385,958
| -69% | -$31.2M | 0.37% | 26 |
|
|
2022
Q3 | $40.3M | Buy |
555,511
+13,617
| +3% | +$1.11M | 2.84% | 7 |
|
|
2022
Q2 | $43.6M | Sell |
541,894
-30,981
| -5% | -$2.69M | 2.94% | 7 |
|
|
2022
Q1 | $55.2M | Buy |
572,875
+60,634
| +12% | +$5.96M | 3.57% | 5 |
|
|
2021
Q4 | $56.5M | Buy |
512,241
+14,547
| +3% | +$1.59M | 3.79% | 5 |
|
|
2021
Q3 | $53M | Buy |
497,694
+10,570
| +2% | +$1.16M | 3.95% | 5 |
|
|
2021
Q2 | $52.3M | Buy |
487,124
+20,372
| +4% | +$2.16M | 3.9% | 5 |
|
|
2021
Q1 | $46.9M | Buy |
466,752
+42,771
| +10% | +$4.35M | 3.78% | 4 |
|
|
2020
Q4 | $42.8M | Buy |
423,981
+10,776
| +3% | +$1.02M | 3.8% | 7 |
|
|
2020
Q3 | $37.1M | Sell |
413,205
-1,410
| -0.3% | -$125K | 3.91% | 7 |
|
|
2020
Q2 | $34.5M | Buy |
414,615
+49,047
| +13% | +$3.83M | 4.21% | 5 |
|
|
2020
Q1 | $26M | Sell |
365,568
-107,882
| -23% | -$8.74M | 3.68% | 6 |
|
|
2019
Q4 | $40.9M | Buy |
473,450
+6,562
| +1% | +$548K | 4.06% | 3 |
|
|
2019
Q3 | $37.6M | Sell |
466,888
-33,493
| -7% | -$2.68M | 3.97% | 3 |
|
|
2019
Q2 | $40.4M | Buy |
500,381
+24,930
| +5% | +$1.97M | 4.34% | 3 |
|
|
2019
Q1 | $36.8M | Buy |
475,451
+70,588
| +17% | +$5.24M | 4.21% | 3 |
|
|
2018
Q4 | $28M | Buy |
404,863
+55,121
| +16% | +$4.02M | 3.68% | 3 |
|
|
2018
Q3 | $28M | Buy |
349,742
+148,683
| +74% | +$11.9M | 3.14% | 5 |
|
|
2018
Q2 | $15.8M | Buy |
201,059
+102,073
| +103% | +$8.27M | 1.77% | 10 |
|
|
2018
Q1 | $7.96M | Buy |
98,986
+89,550
| +949% | +$7.31M | 1.02% | 20 |
|
|
2017
Q4 | $762K | Buy |
+9,436
| New | +$748K | 0.09% | 133 |
|
Other funds holding EFG
NAMI
PAS
RWA Wealth Partners's EFG Position: Q1 2026 in Review
RWA Wealth Partners increased its iShares MSCI EAFE Growth ETF (EFG) stake by 0.78% in Q1 2026, buying an estimated $114K and bringing the position to 124,539 shares worth $13.9M. The position accounts for 0.15% of the portfolio, ranked #88.
RWA Wealth Partners first reported a position in EFG in Q4 2017 and has held it in 34 quarters since. The position peaked at $56.5M in Q4 2021. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.
- RWA Wealth Partners held 124,539 shares of iShares MSCI EAFE Growth ETF worth $13.9M as of Q1 2026.
- RWA Wealth Partners bought 968 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $114K.
- iShares MSCI EAFE Growth ETF made up 0.15% of RWA Wealth Partners's portfolio in Q1 2026, its #88 holding.
- RWA Wealth Partners first reported a position in iShares MSCI EAFE Growth ETF in Q4 2017 and has held it in 34 quarters since.
- RWA Wealth Partners's iShares MSCI EAFE Growth ETF position peaked at $56.5M in Q4 2021.
- 1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.
Based on RWA Wealth Partners's 13F filing for Q1 2026, filed 13 May 2026.