WealthGarden F.S.’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

WealthGarden F.S.’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	$298K	Buy	2,394 +262	+12%	+$31.6K	0.17%	138
2026 Q1	$237K	Buy	+2,132	New	+$251K	0.16%	147
2025 Q3	–	Sell	-10,622	Closed	-$1.14M	–	152
2025 Q2	$1.14M	Sell	10,622 -513	-5%	-$54.1K	0.95%	31
2025 Q1	$1.11M	Sell	11,135 -10,301	-48%	-$1.05M	1.07%	26
2024 Q4	$2.08M	Buy	21,436 +3,828	+22%	+$389K	1.94%	12
2024 Q3	$1.9M	Sell	17,608 -2,035	-10%	-$211K	1.84%	12
2024 Q2	$2.01M	Buy	+19,643	New	+$2.01M	2.12%	8

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

WealthGarden F.S.'s EFG Position: Q2 2026 in Review

WealthGarden F.S. increased its iShares MSCI EAFE Growth ETF (EFG) stake by 12% in Q2 2026, buying an estimated $31.6K and bringing the position to 2,394 shares worth $298K. The position accounts for 0.17% of the portfolio, ranked #138.

WealthGarden F.S. first reported a position in EFG in Q2 2024 and has held it in 7 quarters since. The position peaked at $2.08M in Q4 2024. 528 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

WealthGarden F.S. held 2,394 shares of iShares MSCI EAFE Growth ETF worth $298K as of Q2 2026.
WealthGarden F.S. bought 262 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $31.6K.
iShares MSCI EAFE Growth ETF made up 0.17% of WealthGarden F.S.'s portfolio in Q2 2026, its #138 holding.
WealthGarden F.S. first reported a position in iShares MSCI EAFE Growth ETF in Q2 2024 and has held it in 7 quarters since.
WealthGarden F.S.'s iShares MSCI EAFE Growth ETF position peaked at $2.08M in Q4 2024.
528 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on WealthGarden F.S.'s 13F filing for Q2 2026, filed 31 Jul 2026.