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Yoffe Investment Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Yoffe Investment Management’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 		$293K Hold
2,358
– – 0.34% 93
2026
Q1 		$263K Hold
2,358
– – 0.34% 97
2025
Q4 		$269K Hold
2,358
– – 0.34% 98
2025
Q3 		$269K Hold
2,358
– – 0.35% 97
2025
Q2 		$264K Hold
2,358
– – 0.36% 97
2025
Q1 		$236K Hold
2,358
– – 0.35% 100
2024
Q4 		$228K Buy
+2,358
New +$240K 0.34% 100

Other funds holding EFG

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
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
ACA
Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return
CPWA
Cerro Pacific Wealth Advisors San Luis Obispo, California $442M AUM 28.96% 1-Year Est. Return
RF
Robinswood Financial Kirkland, Washington $349M AUM 14.9% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

Yoffe Investment Management's EFG Position: Q2 2026 in Review

Yoffe Investment Management held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q2 2026 at 2,358 shares worth $293K. The position accounts for 0.34% of the portfolio, ranked #93.

Yoffe Investment Management first reported a position in EFG in Q4 2024 and has held it in 7 quarters since. 181 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Yoffe Investment Management held 2,358 shares of iShares MSCI EAFE Growth ETF worth $293K as of Q2 2026.
  • Yoffe Investment Management left its iShares MSCI EAFE Growth ETF share count unchanged in Q2 2026.
  • iShares MSCI EAFE Growth ETF made up 0.34% of Yoffe Investment Management's portfolio in Q2 2026, its #93 holding.
  • Yoffe Investment Management first reported a position in iShares MSCI EAFE Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • 181 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Yoffe Investment Management's 13F filing for Q2 2026, filed 10 Jul 2026.