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

Unique 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	$943K	Buy	7,581 +325	+4%	+$39.2K	0.11%	95
2026 Q1	$808K	Sell	7,256 -1,663	-19%	-$196K	0.11%	99
2025 Q4	$1.02M	Sell	8,919 -45,296	-84%	-$5.19M	0.14%	91
2025 Q3	$6.17M	Buy	54,215 +7,458	+16%	+$831K	0.91%	28
2025 Q2	$5.24M	Buy	46,757 +5,043	+12%	+$532K	0.85%	30
2025 Q1	$4.17M	Buy	41,714 +9,864	+31%	+$1.01M	0.79%	33
2024 Q4	$3.08M	Buy	31,850 +18,159	+133%	+$1.85M	0.64%	31
2024 Q3	$1.47M	Buy	+13,691	New	+$1.42M	0.34%	51
2023 Q1	–	Sell	-21,773	Closed	-$1.82M	–	63
2022 Q4	$1.82M	Buy	+21,773	New	+$1.76M	0.97%	16

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FSWA

Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return

BAAM

Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

Unique Wealth's EFG Position: Q2 2026 in Review

Unique Wealth increased its iShares MSCI EAFE Growth ETF (EFG) stake by 4.5% in Q2 2026, buying an estimated $39.2K and bringing the position to 7,581 shares worth $943K. The position accounts for 0.11% of the portfolio, ranked #95.

Unique Wealth first reported a position in EFG in Q4 2022 and has held it in 9 quarters since. The position peaked at $6.17M in Q3 2025. 482 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Unique Wealth held 7,581 shares of iShares MSCI EAFE Growth ETF worth $943K as of Q2 2026.
Unique Wealth bought 325 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $39.2K.
iShares MSCI EAFE Growth ETF made up 0.11% of Unique Wealth's portfolio in Q2 2026, its #95 holding.
Unique Wealth first reported a position in iShares MSCI EAFE Growth ETF in Q4 2022 and has held it in 9 quarters since.
Unique Wealth's iShares MSCI EAFE Growth ETF position peaked at $6.17M in Q3 2025.
482 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Unique Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.