Veracity Capital’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Veracity Capital’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	$250K	Buy	2,012 +46	+2%	+$5.55K	0.07%	196
2026 Q1	$219K	Buy	+1,966	New	+$231K	0.08%	190
2025 Q1	–	Sell	-3,307	Closed	-$320K	–	231
2024 Q4	$320K	Buy	+3,307	New	+$336K	0.12%	170
2024 Q2	–	Sell	-2,037	Closed	-$211K	–	200
2024 Q1	$211K	Sell	2,037 -60	-3%	-$5.97K	0.08%	198
2023 Q4	$203K	Sell	2,097 -1,772	-46%	-$159K	0.08%	199
2023 Q3	$334K	Sell	3,869 -1,876	-33%	-$173K	0.15%	133
2023 Q2	$548K	Sell	5,745 -489	-8%	-$46.5K	0.23%	103
2023 Q1	$584K	Buy	6,234 +1,247	+25%	+$112K	0.27%	82
2022 Q4	$418K	Sell	4,987 -120	-2%	-$9.7K	0.2%	113
2022 Q3	$371K	Sell	5,107 -224	-4%	-$18.3K	0.2%	110
2022 Q2	$429K	Buy	5,331 +121	+2%	+$10.5K	0.23%	103
2022 Q1	$502K	Sell	5,210 -2,361	-31%	-$232K	0.21%	111
2021 Q4	$835K	Sell	7,571 -115	-1%	-$12.6K	0.34%	75
2021 Q3	$818K	Buy	7,686 +1,178	+18%	+$130K	0.35%	76
2021 Q2	$698K	Sell	6,508 -5,220	-45%	-$555K	0.16%	116
2021 Q1	$1.18M	Sell	11,728 -1,314	-10%	-$134K	0.25%	108
2020 Q4	$1.32M	Sell	13,042 -2,754	-17%	-$261K	0.33%	96
2020 Q3	$1.42M	Buy	15,796 +5,074	+47%	+$450K	0.39%	83
2020 Q2	$892K	Buy	+10,722	New	+$837K	0.25%	109

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

Veracity Capital's EFG Position: Q2 2026 in Review

Veracity Capital increased its iShares MSCI EAFE Growth ETF (EFG) stake by 2.3% in Q2 2026, buying an estimated $5.55K and bringing the position to 2,012 shares worth $250K. The position accounts for 0.07% of the portfolio, ranked #196.

Veracity Capital first reported a position in EFG in Q2 2020 and has held it in 19 quarters since. The position peaked at $1.42M in Q3 2020. 372 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Veracity Capital held 2,012 shares of iShares MSCI EAFE Growth ETF worth $250K as of Q2 2026.
Veracity Capital bought 46 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $5.55K.
iShares MSCI EAFE Growth ETF made up 0.07% of Veracity Capital's portfolio in Q2 2026, its #196 holding.
Veracity Capital first reported a position in iShares MSCI EAFE Growth ETF in Q2 2020 and has held it in 19 quarters since.
Veracity Capital's iShares MSCI EAFE Growth ETF position peaked at $1.42M in Q3 2020.
372 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Veracity Capital's 13F filing for Q2 2026, filed 13 Jul 2026.