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

Wedmont Private 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	$341K	Sell	2,782 -87	-3%	-$10.5K	0.01%	695
2026 Q1	$340K	Hold	2,869	–	–	0.01%	624
2025 Q4	$338K	Buy	2,869 +3	+0.1%	+$344	0.01%	611
2025 Q3	$333K	Buy	2,866 +88	+3%	+$9.81K	0.01%	593
2025 Q2	$311K	Buy	2,778 +97	+4%	+$10.2K	0.01%	558
2025 Q1	$261K	Hold	2,681	–	–	0.01%	553
2024 Q4	$259K	Buy	2,681 +27	+1%	+$2.74K	0.01%	581
2024 Q3	$280K	Hold	2,654	–	–	0.02%	532
2024 Q2	$282K	Buy	+2,654	New	+$271K	0.02%	517

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

Wedmont Private Capital's EFG Position: Q2 2026 in Review

Wedmont Private Capital reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 3% in Q2 2026, selling an estimated $10.5K and leaving 2,782 shares worth $341K. The position accounts for 0.01% of the portfolio, ranked #695.

Wedmont Private Capital first reported a position in EFG in Q2 2024 and has held it in 9 quarters since. 372 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Wedmont Private Capital held 2,782 shares of iShares MSCI EAFE Growth ETF worth $341K as of Q2 2026.
Wedmont Private Capital sold 87 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $10.5K.
iShares MSCI EAFE Growth ETF made up 0.01% of Wedmont Private Capital's portfolio in Q2 2026, its #695 holding.
Wedmont Private Capital first reported a position in iShares MSCI EAFE Growth ETF in Q2 2024 and has held it in 9 quarters since.
372 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

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