SilverOak Wealth Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

SilverOak Wealth Management’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	$847K	Sell	6,805 -201	-3%	-$24.2K	0.11%	62
2026 Q1	$780K	Buy	7,006 +928	+15%	+$109K	0.12%	56
2025 Q4	$692K	Buy	6,078 +4,244	+231%	+$487K	0.11%	59
2025 Q3	$209K	Hold	1,834	–	–	0.04%	109
2025 Q2	$205K	Buy	+1,834	New	+$193K	0.04%	112
2025 Q1	–	Sell	-2,179	Closed	-$211K	–	100
2024 Q4	$211K	Buy	+2,179	New	+$221K	0.05%	94

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 New York $1.81T AUM 41.13% 1-Year Est. Return

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 Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

SilverOak Wealth Management's EFG Position: Q2 2026 in Review

SilverOak Wealth Management reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 2.9% in Q2 2026, selling an estimated $24.2K and leaving 6,805 shares worth $847K. The position accounts for 0.11% of the portfolio, ranked #62.

SilverOak Wealth Management first reported a position in EFG in Q4 2024 and has held it in 6 quarters since. 1,057 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

SilverOak Wealth Management held 6,805 shares of iShares MSCI EAFE Growth ETF worth $847K as of Q2 2026.
SilverOak Wealth Management sold 201 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $24.2K.
iShares MSCI EAFE Growth ETF made up 0.11% of SilverOak Wealth Management's portfolio in Q2 2026, its #62 holding.
SilverOak Wealth Management first reported a position in iShares MSCI EAFE Growth ETF in Q4 2024 and has held it in 6 quarters since.
1,057 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on SilverOak Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.