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Verum Partners’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Verum Partners’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 		$203K Buy
+1,634
New +$197K 0.03% 195
2023
Q1 		– Sell
-2,801
Closed -$235K – 66
2022
Q4 		$235K Buy
+2,801
New +$226K 0.29% 63

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

Verum Partners's EFG Position: Q2 2026 in Review

Verum Partners opened a new position in iShares MSCI EAFE Growth ETF (EFG) in Q2 2026: 1,634 shares worth $203K. The stake represents 0.03% of the portfolio and ranks #195 among its holdings. This is a return to the name: Verum Partners previously reported a position in EFG as recently as Q4 2022.

Verum Partners first reported a position in EFG in Q4 2022 and has held it in 2 quarters since. The position peaked at $235K in Q4 2022. 304 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Verum Partners held 1,634 shares of iShares MSCI EAFE Growth ETF worth $203K as of Q2 2026.
  • iShares MSCI EAFE Growth ETF was a new Verum Partners position in Q2 2026.
  • iShares MSCI EAFE Growth ETF made up 0.03% of Verum Partners's portfolio in Q2 2026, its #195 holding.
  • Verum Partners first reported a position in iShares MSCI EAFE Growth ETF in Q4 2022 and has held it in 2 quarters since.
  • Verum Partners's iShares MSCI EAFE Growth ETF position peaked at $235K in Q4 2022.
  • 304 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Verum Partners's 13F filing for Q2 2026, filed 22 Jul 2026.