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

Triangle Securities 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	$437K	Buy	3,512 +224	+7%	+$27K	0.09%	168
2026 Q1	$366K	Buy	3,288 +87	+3%	+$10.2K	0.08%	172
2025 Q4	$365K	Buy	3,201 +576	+22%	+$66K	0.08%	178
2025 Q3	$299K	Buy	2,625 +231	+10%	+$25.7K	0.07%	185
2025 Q2	$268K	Buy	+2,394	New	+$253K	0.07%	189

Other funds holding EFG

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

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 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

Triangle Securities Wealth Management's EFG Position: Q2 2026 in Review

Triangle Securities Wealth Management increased its iShares MSCI EAFE Growth ETF (EFG) stake by 6.8% in Q2 2026, buying an estimated $27K and bringing the position to 3,512 shares worth $437K. The position accounts for 0.09% of the portfolio, ranked #168.

Triangle Securities Wealth Management first reported a position in EFG in Q2 2025 and has held it in 5 quarters since. 248 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Triangle Securities Wealth Management held 3,512 shares of iShares MSCI EAFE Growth ETF worth $437K as of Q2 2026.
Triangle Securities Wealth Management bought 224 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $27K.
iShares MSCI EAFE Growth ETF made up 0.09% of Triangle Securities Wealth Management's portfolio in Q2 2026, its #168 holding.
Triangle Securities Wealth Management first reported a position in iShares MSCI EAFE Growth ETF in Q2 2025 and has held it in 5 quarters since.
248 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Triangle Securities Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.