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Wealthquest’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Wealthquest’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 		$6.78M Sell
54,520
-7,144
-12% -$861K 0.43% 23
2026
Q1 		$6.87M Sell
61,664
-10,931
-15% -$1.29M 0.49% 22
2025
Q4 		$8.27M Buy
72,595
+7,765
+12% +$890K 0.62% 20
2025
Q3 		$7.38M Buy
64,830
+548
+0.9% +$61.1K 0.59% 20
2025
Q2 		$7.2M Buy
64,282
+1,528
+2% +$161K 0.57% 20
2025
Q1 		$6.28M Buy
62,754
+4,865
+8% +$496K 0.52% 20
2024
Q4 		$5.61M Buy
57,889
+3,891
+7% +$395K 0.46% 21
2024
Q3 		$5.77M Buy
53,998
+4,847
+10% +$503K 0.51% 21
2024
Q2 		$5.03M Buy
49,151
+2,814
+6% +$288K 0.54% 22
2024
Q1 		$4.81M Sell
46,337
-1,595
-3% -$159K 0.52% 23
2023
Q4 		$4.64M Buy
47,932
+1,572
+3% +$141K 0.51% 28
2023
Q3 		$4M Buy
46,360
+1,354
+3% +$125K 0.49% 27
2023
Q2 		$4.29M Buy
45,006
+968
+2% +$92.1K 0.51% 28
2023
Q1 		$4.13M Buy
44,038
+2,205
+5% +$198K 0.54% 26
2022
Q4 		$3.5M Buy
41,833
+4,801
+13% +$388K 0.45% 28
2022
Q3 		$2.69M Buy
37,032
+837
+2% +$68.3K 0.38% 29
2022
Q2 		$2.91M Buy
36,195
+3,960
+12% +$344K 0.44% 32
2022
Q1 		$3.56M Hold
32,235
– – 0.55% 23
2021
Q4 		$3.56M Buy
32,235
+323
+1% +$35.4K 0.55% 23
2021
Q3 		$3.4M Buy
31,912
+3,140
+11% +$346K 0.57% 23
2021
Q2 		$3.09M Sell
28,772
-2,465
-8% -$262K 0.53% 27
2021
Q1 		$3.14M Sell
31,237
-999
-3% -$102K 0.59% 23
2020
Q4 		$3.25M Sell
32,236
-1,421
-4% -$134K 0.7% 17
2020
Q3 		$3.02M Buy
33,657
+126
+0.4% +$11.2K 0.75% 19
2020
Q2 		$2.79M Buy
+33,531
New +$2.62M 0.71% 22
2019
Q4 		$2.45M Buy
28,331
+952
+3% +$79.4K 0.7% 29
2019
Q3 		$2.2M Buy
27,379
+2,267
+9% +$181K 0.74% 29
2019
Q2 		$2.03M Buy
+25,112
New +$1.98M 0.77% 33

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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

Wealthquest's EFG Position: Q2 2026 in Review

Wealthquest reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 12% in Q2 2026, selling an estimated $861K and leaving 54,520 shares worth $6.78M. The position accounts for 0.43% of the portfolio, ranked #23.

Wealthquest first reported a position in EFG in Q2 2019 and has held it in 28 quarters since. The position peaked at $8.27M in Q4 2025. 390 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Wealthquest held 54,520 shares of iShares MSCI EAFE Growth ETF worth $6.78M as of Q2 2026.
  • Wealthquest sold 7,144 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $861K.
  • iShares MSCI EAFE Growth ETF made up 0.43% of Wealthquest's portfolio in Q2 2026, its #23 holding.
  • Wealthquest first reported a position in iShares MSCI EAFE Growth ETF in Q2 2019 and has held it in 28 quarters since.
  • Wealthquest's iShares MSCI EAFE Growth ETF position peaked at $8.27M in Q4 2025.
  • 390 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Wealthquest's 13F filing for Q2 2026, filed 23 Jul 2026.