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EFG icon

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

SteelPeak Wealth’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 		$18M Buy
145,063
+7,849
+6% +$947K 0.47% 44
2026
Q1 		$15.3M Buy
137,214
+135,111
+6,425% +$15.9M 0.47% 53
2025
Q4 		$240K Sell
2,103
-13,594
-87% -$1.56M 0.01% 468
2025
Q3 		$1.79M Sell
15,697
-109,064
-87% -$12.2M 0.06% 232
2025
Q2 		$14M Sell
124,761
-969
-0.8% -$102K 0.54% 43
2025
Q1 		$12.6M Sell
125,730
-82,578
-40% -$8.42M 0.52% 39
2024
Q4 		$20.2M Buy
208,308
+16,153
+8% +$1.64M 0.82% 24
2024
Q3 		$20.7M Sell
192,155
-10,653
-5% -$1.11M 0.9% 27
2024
Q2 		$20.7M Buy
202,808
+86,928
+75% +$8.89M 0.96% 24
2024
Q1 		$12M Buy
115,880
+7,888
+7% +$785K 0.61% 41
2023
Q4 		$10.5M Sell
107,992
-57,631
-35% -$5.16M 0.61% 37
2023
Q3 		$14.3M Sell
165,623
-40,892
-20% -$3.77M 0.9% 25
2023
Q2 		$19.7M Buy
206,515
+320
+0.2% +$30.4K 1.17% 20
2023
Q1 		$19.3M Buy
206,195
+69,884
+51% +$6.29M 1.31% 14
2022
Q4 		$11.4M Sell
136,311
-18,169
-12% -$1.47M 0.84% 29
2022
Q3 		$11.2M Buy
154,480
+50,195
+48% +$4.09M 0.83% 33
2022
Q2 		$8.39M Buy
104,285
+1,639
+2% +$142K 0.6% 46
2022
Q1 		$9.88M Sell
102,646
-71,097
-41% -$6.99M 0.56% 43
2021
Q4 		$19.2M Buy
173,743
+15,926
+10% +$1.74M 1.08% 22
2021
Q3 		$16.8M Buy
157,817
+47,524
+43% +$5.23M 1.11% 21
2021
Q2 		$11.8M Sell
110,293
-35,486
-24% -$3.77M 0.83% 31
2021
Q1 		$14.6M Buy
145,779
+12,274
+9% +$1.25M 1.15% 19
2020
Q4 		$13.5M Sell
133,505
-18,736
-12% -$1.77M 1.22% 18
2020
Q3 		$13.7M Sell
152,241
-4,255
-3% -$377K 1.47% 14
2020
Q2 		$13M Buy
+156,496
New +$12.2M 1.64% 13

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

SteelPeak Wealth's EFG Position: Q2 2026 in Review

SteelPeak Wealth increased its iShares MSCI EAFE Growth ETF (EFG) stake by 5.7% in Q2 2026, buying an estimated $947K and bringing the position to 145,063 shares worth $18M. The position accounts for 0.47% of the portfolio, ranked #44.

SteelPeak Wealth first reported a position in EFG in Q2 2020 and has held it in 25 quarters since. The position peaked at $20.7M in Q2 2024. 372 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • SteelPeak Wealth held 145,063 shares of iShares MSCI EAFE Growth ETF worth $18M as of Q2 2026.
  • SteelPeak Wealth bought 7,849 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $947K.
  • iShares MSCI EAFE Growth ETF made up 0.47% of SteelPeak Wealth's portfolio in Q2 2026, its #44 holding.
  • SteelPeak Wealth first reported a position in iShares MSCI EAFE Growth ETF in Q2 2020 and has held it in 25 quarters since.
  • SteelPeak Wealth's iShares MSCI EAFE Growth ETF position peaked at $20.7M in Q2 2024.
  • 372 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.