Two West Capital Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Two West Capital Advisors’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	$1.79M	Buy	15,087 +2,365	+19%	+$285K	0.89%	21
2026 Q1	$1.48M	Buy	12,722 +8,151	+178%	+$959K	0.78%	25
2025 Q4	$521K	Sell	4,571 -1,799	-28%	-$206K	0.3%	56
2025 Q3	$744K	Sell	6,370 -3,404	-35%	-$379K	0.45%	37
2025 Q2	$1.1M	Buy	9,774 +1,875	+24%	+$198K	0.72%	23
2025 Q1	$770K	Sell	7,899 -1,946	-20%	-$198K	0.64%	28
2024 Q4	$953K	Buy	9,845 +1,317	+15%	+$134K	0.82%	19
2024 Q3	$918K	Sell	8,528 -615	-7%	-$63.8K	0.74%	19
2024 Q2	$935K	Buy	+9,143	New	+$935K	0.89%	19

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

Two West Capital Advisors's EFG Position: Q2 2026 in Review

Two West Capital Advisors increased its iShares MSCI EAFE Growth ETF (EFG) stake by 19% in Q2 2026, buying an estimated $285K and bringing the position to 15,087 shares worth $1.79M. The position accounts for 0.89% of the portfolio, ranked #21.

Two West Capital Advisors first reported a position in EFG in Q2 2024 and has held it in 9 quarters since. 372 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Two West Capital Advisors held 15,087 shares of iShares MSCI EAFE Growth ETF worth $1.79M as of Q2 2026.
Two West Capital Advisors bought 2,365 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $285K.
iShares MSCI EAFE Growth ETF made up 0.89% of Two West Capital Advisors's portfolio in Q2 2026, its #21 holding.
Two West Capital Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q2 2024 and has held it in 9 quarters since.
372 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Two West Capital Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.