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EFGEFG
30 quarters

Position history for RWA WEALTH PARTNERS, LLCRWA WEALTH PARTNERS, LLC's holdings in ISHARES MSCI EAFE GROWTH ETF

RWA WEALTH PARTNERS, LLC holds 125,564 shares of EFG (ISHARES MSCI EAFE GROWTH ETF), worth $15.6M as of 2026-Q2. The position was increased (+0.8% shares). EFG represents 0.1% of RWA WEALTH PARTNERS, LLC's portfolio.

Current Value

$15.6M

Current Shares

125,564

Total Value Change

-$21.2M

Total Shares Change

-349,887

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
125,564
+0.8%
$15.6M0.1%$124.42
34
2026-Q1
Increased
124,539
+0.8%
$13.9M0.2%$116.73
34
2025-Q4
Decreased
123,571
-0.1%
$14.1M0.2%$114.45
0
2025-Q3
Decreased
123,727
-3.8%
$14.1M0.2%$111.53
0
2025-Q2
Increased
128,593
+2.2%
$14.4M0.2%$109.97
34
2025-Q1
Decreased
125,871
-27.8%
$12.6M0.2%$98.29
0
2024-Q4
Increased
174,221
+34.9%
$16.9M0.2%$94.57
44
2024-Q3
Decreased
129,191
-30.9%
$13.9M0.2%$104.45
0
2024-Q2
Increased
186,997
+0.0%
$19.1M0.3%$99.03
34
2024-Q1
Decreased
186,928
-4.7%
$19.4M0.3%$99.63
0
2023-Q4
Increased
196,092
+28.1%
$19M0.3%$92.96
42
2023-Q3
Decreased
153,128
-2.5%
$13.2M0.3%$82.27
0
2023-Q2
Decreased
157,059
-4.5%
$15M0.3%$89.70
0
2023-Q1
Decreased
164,370
-3.1%
$15.4M0.4%$87.84
0
2022-Q4
Decreased
169,553
-69.5%
$15M0.4%$79.08
0
2022-Q3
Increased
555,511
+2.5%
$40.3M2.8%$68.63
51
2022-Q2
Decreased
541,894
-5.4%
$43.6M2.9%$75.99
0
2022-Q1
Increased
572,875
+11.8%
$55.2M3.6%$91.31
60
2021-Q4
Increased
512,241
+2.9%
$56.5M3.8%$102.89
56
2021-Q3
Increased
497,694
+2.2%
$53M4.0%$98.74
55
2021-Q2
Increased
487,124
+4.4%
$52.3M3.9%$100.24
56
2021-Q1
Increased
466,752
+10.1%
$46.9M3.8%$92.29
59
2020-Q4
Increased
423,981
+2.6%
$42.8M3.8%$93.21
55
2020-Q3
Decreased
413,205
-0.3%
$37.1M3.9%$82.72
0
2020-Q2
Increased
414,615
+13.4%
$34.5M4.2%$76.11
60
2020-Q1
Decreased
365,568
-22.8%
$26M3.7%$65.33
0
2019-Q4
Increased
473,450
+1.4%
$40.9M4.1%$78.27
54
2019-Q3
Decreased
466,888
-6.7%
$37.6M4.0%$72.63
0
2019-Q2
Increased
500,381
+5.2%
$40.4M4.3%$73.02
56
2019-Q1
New
475,451
-
$36.8M4.2%$69.17
80

Other major holders of EFG: Steward Partners Investment Advisory, LLC, ENVESTNET ASSET MANAGEMENT INC

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