West Wealth Group, LLC EFG holdings history
ISHARES MSCI EAFE GROWTH ETF · CUSIP 464288885 · CIK 1923591
As of 2026-06-30, West Wealth Group, LLC reported 86.07K EFG (shares), valued at $10.71M, or 1.75% of its reported non-derivative portfolio. Filed 2026-08-06.
Verify history & sources →Shares increased 229.82%; reported value increased 268.46%, and weight changed +1.18 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 1.75% | 86,072 | SEC filing ↗Filed Aug 6, 2026 |
| Q1 2026 | 0.57% | 26,097 | SEC filing ↗Filed May 12, 2026 |
| Q4 2025 | 1.22% | 51,709 | SEC filing ↗Filed Jan 26, 2026 |
| Q3 2025 | 1.25% | 48,129 | SEC filing ↗Filed Oct 27, 2025 |
| Q2 2025 | 3.77% | 139,401 | SEC filing ↗Filed Aug 13, 2025 |
| Q1 2025 | 3.93% | 132,867 | SEC filing ↗Filed May 5, 2025 |
| Q4 2024 | 5.64% | 195,244 | SEC filing ↗Filed Jan 22, 2025 |
| Q3 2024 | 5.97% | 170,999 | SEC filing ↗Filed Oct 23, 2024 |
| Q2 2024 | 5.94% | 164,112 | SEC filing ↗Filed Aug 1, 2024 |
| Q1 2024 | 4.51% | 117,173 | SEC filing ↗Filed May 8, 2024 |
| Q4 2023 | 4.24% | 110,971 | SEC filing ↗Filed Jan 18, 2024 |
| Q3 2023 | 6.84% | 181,722 | SEC filing ↗Filed Oct 6, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 6.84% | 181,722 | $15.68M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 6, 2023 |
| Q4 2023 | 4.24% | 110,971 | $10.75M | Shares decreased 38.93%; reported value decreased 31.47%, and weight changed -2.60 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 18, 2024 |
| Q1 2024 | 4.51% | 117,173 | $12.16M | Shares increased 5.59%; reported value increased 13.16%, and weight changed +0.27 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 8, 2024 |
| Q2 2024 | 5.94% | 164,112 | $16.79M | Shares increased 40.06%; reported value increased 38.05%, and weight changed +1.43 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 1, 2024 |
| Q3 2024 | 5.97% | 170,999 | $18.41M | Shares increased 4.20%; reported value increased 9.65%, and weight changed +0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 23, 2024 |
| Q4 2024 | 5.64% | 195,244 | $18.91M | Shares increased 14.18%; reported value increased 2.70%, and weight changed -0.33 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 22, 2025 |
| Q1 2025 | 3.93% | 132,867 | $13.31M | Shares decreased 31.95%; reported value decreased 29.62%, and weight changed -1.71 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 5, 2025 |
| Q2 2025 | 3.77% | 139,401 | $15.17M | Shares increased 4.92%; reported value increased 14.03%, and weight changed -0.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 13, 2025 |
| Q3 2025 | 1.25% | 48,129 | $5.54M | Shares decreased 65.47%; reported value decreased 63.47%, and weight changed -2.52 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 27, 2025 |
| Q4 2025 | 1.22% | 51,709 | $5.89M | Shares increased 7.44%; reported value increased 6.26%, and weight changed -0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 26, 2026 |
| Q1 2026 | 0.57% | 26,097 | $2.91M | Shares decreased 49.53%; reported value decreased 50.66%, and weight changed -0.65 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 12, 2026 |
| Q2 2026 | 1.75% | 86,072 | $10.71M | Shares increased 229.82%; reported value increased 268.46%, and weight changed +1.18 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 6, 2026 |
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