UFA
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Unify Financial Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Unify Financial 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 		$2.11M Buy
16,951
+6,747
+66% +$814K 1.95% 10
2026
Q1 		$1.14M Buy
10,204
+8,197
+408% +$964K 1.18% 23
2025
Q4 		$229K Buy
+2,007
New +$230K 0.24% 85

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

Unify Financial Advisors's EFG Position: Q2 2026 in Review

Unify Financial Advisors increased its iShares MSCI EAFE Growth ETF (EFG) stake by 66% in Q2 2026, buying an estimated $814K and bringing the position to 16,951 shares worth $2.11M. The position accounts for 1.95% of the portfolio, ranked #10.

Unify Financial Advisors first reported a position in EFG in Q4 2025 and has held it in 3 quarters since. 315 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Unify Financial Advisors held 16,951 shares of iShares MSCI EAFE Growth ETF worth $2.11M as of Q2 2026.
  • Unify Financial Advisors bought 6,747 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $814K.
  • iShares MSCI EAFE Growth ETF made up 1.95% of Unify Financial Advisors's portfolio in Q2 2026, its #10 holding.
  • Unify Financial Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 315 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Unify Financial Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.