Wolff Wiese Magana’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Wolff Wiese Magana’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	$116K	Hold	935	–	–	0.05%	162
2026 Q1	$104K	Hold	935	–	–	0.06%	150
2025 Q4	$107K	Sell	935 -10	-1%	-$1.15K	0.06%	149
2025 Q3	$108K	Hold	945	–	–	0.06%	150
2025 Q2	$106K	Hold	945	–	–	0.07%	142
2025 Q1	$94.5K	Hold	945	–	–	0.06%	137
2024 Q4	$91.5K	Buy	945 +10	+1%	+$1.02K	0.06%	150
2024 Q3	$101K	Hold	935	–	–	0.07%	139
2024 Q2	$95.7K	Buy	+935	New	+$95.6K	0.08%	127

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

Wolff Wiese Magana's EFG Position: Q2 2026 in Review

Wolff Wiese Magana held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q2 2026 at 935 shares worth $116K. The position accounts for 0.05% of the portfolio, ranked #162.

Wolff Wiese Magana 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.

Wolff Wiese Magana held 935 shares of iShares MSCI EAFE Growth ETF worth $116K as of Q2 2026.
Wolff Wiese Magana left its iShares MSCI EAFE Growth ETF share count unchanged in Q2 2026.
iShares MSCI EAFE Growth ETF made up 0.05% of Wolff Wiese Magana's portfolio in Q2 2026, its #162 holding.
Wolff Wiese Magana 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 Wolff Wiese Magana's 13F filing for Q2 2026, filed 13 Jul 2026.