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

Wealthcare Advisory 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	$273K	Buy	+2,197	New	+$265K	0.01%	914
2026 Q1	–	Sell	-5,523	Closed	-$629K	–	1097
2025 Q4	$629K	Buy	5,523 +97	+2%	+$11.1K	0.01%	624
2025 Q3	$618K	Sell	5,426 -421	-7%	-$46.9K	0.01%	621
2025 Q2	$655K	Buy	5,847 +452	+8%	+$47.7K	0.01%	576
2025 Q1	$540K	Buy	5,395 +477	+10%	+$48.6K	0.01%	579
2024 Q4	$476K	Sell	4,918 -3,207	-39%	-$326K	0.01%	579
2024 Q3	$875K	Sell	8,125 -40	-0.5%	-$4.15K	0.02%	450
2024 Q2	$835K	Buy	8,165 +675	+9%	+$69K	0.03%	432
2024 Q1	$777K	Sell	7,490 -1,136	-13%	-$113K	0.03%	445
2023 Q4	$835K	Buy	8,626 +97	+1%	+$8.69K	0.03%	362
2023 Q3	$736K	Sell	8,529 -6	-0.1%	-$553	0.03%	339
2023 Q2	$814K	Hold	8,535	–	–	0.04%	332
2023 Q1	$800K	Sell	8,535 -13	-0.2%	-$1.17K	0.03%	338
2022 Q4	$716K	Sell	8,548 -58	-0.7%	-$4.69K	0.03%	337
2022 Q3	$624K	Buy	8,606 +819	+11%	+$66.8K	0.04%	311
2022 Q2	$627K	Sell	7,787 -28	-0.4%	-$2.43K	0.04%	282
2022 Q1	$752K	Buy	7,815 +116	+2%	+$11.4K	0.05%	236
2021 Q4	$849K	Hold	7,699	–	–	0.05%	223
2021 Q3	$820K	Buy	7,699 +22	+0.3%	+$2.42K	0.05%	219
2021 Q2	$824K	Sell	7,677 -581	-7%	-$61.7K	0.06%	224
2021 Q1	$830K	Hold	8,258	–	–	0.06%	211
2020 Q4	$833K	Sell	8,258 -495	-6%	-$46.8K	0.07%	171
2020 Q3	$787K	Buy	+8,753	New	+$776K	0.09%	145
2020 Q2	–	Sell	-52	Closed	-$4K	–	595
2020 Q1	$4K	Hold	52	–	–	﹤0.01%	1148
2019 Q4	$4K	Buy	+52	New	+$4.34K	﹤0.01%	1138
2019 Q3	–	Sell	-12	Closed	-$1K	–	1358
2019 Q2	$1K	Hold	12	–	–	﹤0.01%	1242
2019 Q1	$1K	Hold	12	–	–	﹤0.01%	1147
2018 Q4	$1K	Hold	12	–	–	﹤0.01%	1132
2018 Q3	$1K	Hold	12	–	–	﹤0.01%	1169
2018 Q2	$1K	Sell	12 -27	-69%	-$2.19K	﹤0.01%	1172
2018 Q1	$3K	Hold	39	–	–	﹤0.01%	908
2017 Q4	$3K	Hold	39	–	–	﹤0.01%	866
2017 Q3	$3K	Buy	+39	New	+$2.96K	﹤0.01%	719
2016 Q3	–	Sell	-61	Closed	-$4K	–	96
2016 Q2	$4K	Buy	+61	New	+$4.03K	﹤0.01%	94

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

Wealthcare Advisory Partners's EFG Position: Q2 2026 in Review

Wealthcare Advisory Partners opened a new position in iShares MSCI EAFE Growth ETF (EFG) in Q2 2026: 2,197 shares worth $273K. The stake represents 0.01% of the portfolio and ranks #914 among its holdings. This is a return to the name: Wealthcare Advisory Partners previously reported a position in EFG as recently as Q4 2025.

Wealthcare Advisory Partners first reported a position in EFG in Q2 2016 and has held it in 34 quarters since. The position peaked at $875K in Q3 2024. 273 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Wealthcare Advisory Partners held 2,197 shares of iShares MSCI EAFE Growth ETF worth $273K as of Q2 2026.
iShares MSCI EAFE Growth ETF was a new Wealthcare Advisory Partners position in Q2 2026.
iShares MSCI EAFE Growth ETF made up 0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #914 holding.
Wealthcare Advisory Partners first reported a position in iShares MSCI EAFE Growth ETF in Q2 2016 and has held it in 34 quarters since.
Wealthcare Advisory Partners's iShares MSCI EAFE Growth ETF position peaked at $875K in Q3 2024.
273 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.