B.O.S.S. Retirement Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

B.O.S.S. Retirement Advisors’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	$2.44M	Buy	19,572 +11,844	+153%	+$1.43M	0.66%	37
2026 Q1	$861K	Sell	7,728 -1,375	-15%	-$162K	0.26%	69
2025 Q4	$1.04M	Sell	9,103 -17,220	-65%	-$1.97M	0.33%	63
2025 Q3	$3M	Sell	26,323 -7,087	-21%	-$790K	0.72%	33
2025 Q2	$3.74M	Buy	33,410 +2,391	+8%	+$252K	0.94%	24
2025 Q1	$3.1M	Sell	31,019 -2,084	-6%	-$212K	0.9%	25
2024 Q4	$3.21M	Buy	33,103 +28,726	+656%	+$2.92M	0.9%	25
2024 Q3	$471K	Buy	4,377 +1,553	+55%	+$161K	0.09%	153
2024 Q2	$289K	Buy	+2,824	New	+$289K	0.07%	150
2024 Q1	–	Sell	-23,815	Closed	-$2.31M	–	161
2023 Q4	$2.31M	Buy	23,815 +554	+2%	+$49.6K	0.45%	65
2023 Q3	$2.01M	Buy	23,261 +3,221	+16%	+$297K	0.43%	75
2023 Q2	$1.91M	Buy	20,040 +1,245	+7%	+$118K	0.41%	80
2023 Q1	$1.76M	Buy	18,795 +710	+4%	+$63.9K	0.41%	96
2022 Q4	$1.51M	Buy	+18,085	New	+$1.46M	0.39%	112

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

B.O.S.S. Retirement Advisors's EFG Position: Q2 2026 in Review

B.O.S.S. Retirement Advisors increased its iShares MSCI EAFE Growth ETF (EFG) stake by 153% in Q2 2026, buying an estimated $1.43M and bringing the position to 19,572 shares worth $2.44M. The position accounts for 0.66% of the portfolio, ranked #37.

B.O.S.S. Retirement Advisors first reported a position in EFG in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.74M in Q2 2025. 1,056 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

B.O.S.S. Retirement Advisors held 19,572 shares of iShares MSCI EAFE Growth ETF worth $2.44M as of Q2 2026.
B.O.S.S. Retirement Advisors bought 11,844 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $1.43M.
iShares MSCI EAFE Growth ETF made up 0.66% of B.O.S.S. Retirement Advisors's portfolio in Q2 2026, its #37 holding.
B.O.S.S. Retirement Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q4 2022 and has held it in 14 quarters since.
B.O.S.S. Retirement Advisors's iShares MSCI EAFE Growth ETF position peaked at $3.74M in Q2 2025.
1,056 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.