Superior Planning, LLC’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Superior Planning, LLC’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 Q3	$2.42M	Buy	+60,474	New	+$2.47M	1.01%	19

Other funds holding EFG

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Foundations Investment Advisors Phoenix, Arizona $10.1B AUM 19.55% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Superior Planning, LLC's EFG Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in iShares MSCI EAFE Growth ETF (EFG) in Q3 2026: 60,474 shares worth $2.42M. The stake represents 1.01% of the portfolio and ranks #19 among its holdings.

832 funds tracked by Wall St. Rank hold EFG as of Q3 2026.

Superior Planning, LLC held 60,474 shares of iShares MSCI EAFE Growth ETF worth $2.42M as of Q3 2026.
iShares MSCI EAFE Growth ETF was a new Superior Planning, LLC position in Q3 2026.
iShares MSCI EAFE Growth ETF made up 1.01% of Superior Planning, LLC's portfolio in Q3 2026, its #19 holding.
832 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.