World Equity Group’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

World Equity Group’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	$670K	Buy	5,388 +54	+1%	+$6.51K	0.15%	155
2026 Q1	$594K	Buy	+5,334	New	+$627K	0.15%	163
2025 Q4	–	Sell	-2,176	Closed	-$248K	–	344
2025 Q3	$248K	Sell	2,176 -3,043	-58%	-$339K	0.06%	308
2025 Q2	$585K	Sell	5,219 -2,271	-30%	-$240K	0.16%	137
2025 Q1	$749K	Sell	7,490 -1,661	-18%	-$169K	0.21%	107
2024 Q4	$886K	Buy	9,151 +4,335	+90%	+$441K	0.19%	116
2024 Q3	$519K	Buy	4,816 +73	+2%	+$7.57K	0.19%	124
2024 Q2	$485K	Sell	4,743 -1,689	-26%	-$173K	0.14%	155
2024 Q1	$667K	Sell	6,432 -4,998	-44%	-$498K	0.14%	155
2023 Q4	$1.11M	Sell	11,430 -3,436	-23%	-$308K	0.22%	104
2023 Q3	$1.29M	Buy	14,866 +5,895	+66%	+$543K	0.27%	94
2023 Q2	$856K	Sell	8,971 -24,919	-74%	-$2.37M	0.25%	104
2023 Q1	$2.82M	Sell	33,890 -9,856	-23%	-$886K	0.42%	57
2022 Q4	$3.66M	Buy	43,746 +38	+0.1%	+$3.07K	0.87%	28
2022 Q3	$3.17M	Buy	43,708 +20,713	+90%	+$1.69M	0.8%	29
2022 Q2	$1.85M	Buy	22,995 +7,705	+50%	+$669K	0.47%	59
2022 Q1	$1.47M	Buy	+15,290	New	+$1.5M	0.32%	85

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

World Equity Group's EFG Position: Q2 2026 in Review

World Equity Group increased its iShares MSCI EAFE Growth ETF (EFG) stake by 1% in Q2 2026, buying an estimated $6.51K and bringing the position to 5,388 shares worth $670K. The position accounts for 0.15% of the portfolio, ranked #155.

World Equity Group first reported a position in EFG in Q1 2022 and has held it in 17 quarters since. The position peaked at $3.66M in Q4 2022. 273 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

World Equity Group held 5,388 shares of iShares MSCI EAFE Growth ETF worth $670K as of Q2 2026.
World Equity Group bought 54 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $6.51K.
iShares MSCI EAFE Growth ETF made up 0.15% of World Equity Group's portfolio in Q2 2026, its #155 holding.
World Equity Group first reported a position in iShares MSCI EAFE Growth ETF in Q1 2022 and has held it in 17 quarters since.
World Equity Group's iShares MSCI EAFE Growth ETF position peaked at $3.66M in Q4 2022.
273 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on World Equity Group's 13F filing for Q2 2026, filed 9 Jul 2026.