Action Point Financial Planning’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Action Point Financial Planning’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	$5.78M	Buy	+46,432	New	+$5.6M	0.59%	46

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Action Point Financial Planning's EFG Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in iShares MSCI EAFE Growth ETF (EFG) in Q2 2026: 46,432 shares worth $5.78M. The stake represents 0.59% of the portfolio and ranks #46 among its holdings.

1,053 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Action Point Financial Planning held 46,432 shares of iShares MSCI EAFE Growth ETF worth $5.78M as of Q2 2026.
iShares MSCI EAFE Growth ETF was a new Action Point Financial Planning position in Q2 2026.
iShares MSCI EAFE Growth ETF made up 0.59% of Action Point Financial Planning's portfolio in Q2 2026, its #46 holding.
1,053 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.