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RWA Wealth Partners’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

RWA Wealth 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 		$15.6M Buy
125,564
+1,025
+0.8% +$124K 0.15% 86
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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

RWA Wealth Partners's EFG Position: Q2 2026 in Review

RWA Wealth Partners increased its iShares MSCI EAFE Growth ETF (EFG) stake by 0.82% in Q2 2026, buying an estimated $124K and bringing the position to 125,564 shares worth $15.6M. The position accounts for 0.15% of the portfolio, ranked #86.

RWA Wealth Partners first reported a position in EFG in Q4 2017 and has held it in 35 quarters since. The position peaked at $56.5M in Q4 2021. 1,060 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • RWA Wealth Partners held 125,564 shares of iShares MSCI EAFE Growth ETF worth $15.6M as of Q2 2026.
  • RWA Wealth Partners bought 1,025 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $124K.
  • iShares MSCI EAFE Growth ETF made up 0.15% of RWA Wealth Partners's portfolio in Q2 2026, its #86 holding.
  • RWA Wealth Partners first reported a position in iShares MSCI EAFE Growth ETF in Q4 2017 and has held it in 35 quarters since.
  • RWA Wealth Partners's iShares MSCI EAFE Growth ETF position peaked at $56.5M in Q4 2021.
  • 1,060 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on RWA Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.