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American Financial & Tax Strategies’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

American Financial & Tax Strategies’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 		$2.92M Sell
23,452
-80
-0.3% -$9.65K 1.32% 27
2026
Q1 		$2.62M Sell
23,532
-74
-0.3% -$8.7K 1.27% 29
2025
Q4 		$2.69M Sell
23,606
-3,814
-14% -$437K 1.34% 27
2025
Q3 		$3.12M Sell
27,420
-1,269
-4% -$141K 1.56% 22
2025
Q2 		$3.21M Sell
28,689
-106
-0.4% -$11.2K 1.66% 22
2025
Q1 		$2.88M Sell
28,795
-2,362
-8% -$241K 1.55% 25
2024
Q4 		$3.02M Hold
31,157
– – 1.56% 22
2024
Q3 		$3.35M Sell
31,157
-87
-0.3% -$9.03K 1.7% 19
2024
Q2 		$3.2M Hold
31,244
– – 1.68% 21
2024
Q1 		$3.24M Sell
31,244
-624
-2% -$62.1K 1.74% 20
2023
Q4 		$3.09M Buy
+31,868
New +$2.86M 1.76% 20

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JC
JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return

American Financial & Tax Strategies's EFG Position: Q2 2026 in Review

American Financial & Tax Strategies reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 0.34% in Q2 2026, selling an estimated $9.65K and leaving 23,452 shares worth $2.92M. The position accounts for 1.32% of the portfolio, ranked #27.

American Financial & Tax Strategies first reported a position in EFG in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.35M in Q3 2024. 830 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • American Financial & Tax Strategies held 23,452 shares of iShares MSCI EAFE Growth ETF worth $2.92M as of Q2 2026.
  • American Financial & Tax Strategies sold 80 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $9.65K.
  • iShares MSCI EAFE Growth ETF made up 1.32% of American Financial & Tax Strategies's portfolio in Q2 2026, its #27 holding.
  • American Financial & Tax Strategies first reported a position in iShares MSCI EAFE Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • American Financial & Tax Strategies's iShares MSCI EAFE Growth ETF position peaked at $3.35M in Q3 2024.
  • 830 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on American Financial & Tax Strategies's 13F filing for Q2 2026, filed 7 Aug 2026.