BFG
EFG icon

Berger Financial Group’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Berger Financial Group’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 		$968K Sell
7,783
-15
-0.2% -$1.81K 0.05% 217
2026
Q1 		$868K Sell
7,798
-30,872
-80% -$3.63M 0.05% 218
2025
Q4 		$4.41M Buy
38,670
+2,273
+6% +$261K 0.25% 89
2025
Q3 		$4.14M Buy
36,397
+4,385
+14% +$489K 0.25% 93
2025
Q2 		$3.59M Buy
32,012
+3,927
+14% +$414K 0.23% 102
2025
Q1 		$2.81M Buy
28,085
+2,985
+12% +$304K 0.19% 108
2024
Q4 		$2.43M Buy
25,100
+500
+2% +$50.8K 0.17% 116
2024
Q3 		$2.65M Sell
24,600
-252
-1% -$26.1K 0.19% 104
2024
Q2 		$2.54M Buy
24,852
+1,561
+7% +$160K 0.2% 103
2024
Q1 		$2.42M Sell
23,291
-1,792
-7% -$178K 0.2% 106
2023
Q4 		$2.43M Buy
25,083
+2,699
+12% +$242K 0.25% 94
2023
Q3 		$1.93M Sell
22,384
-240
-1% -$22.1K 0.22% 100
2023
Q2 		$2.16M Buy
22,624
+1,361
+6% +$129K 0.24% 90
2023
Q1 		$1.99M Buy
21,263
+1,504
+8% +$135K 0.24% 89
2022
Q4 		$1.65M Buy
19,759
+82
+0.4% +$6.63K 0.22% 87
2022
Q3 		$1.43M Buy
19,677
+1,076
+6% +$87.8K 0.21% 91
2022
Q2 		$1.5M Buy
18,601
+15,618
+524% +$1.36M 0.22% 81
2022
Q1 		$287K Buy
+2,983
New +$293K 0.04% 214
2021
Q1 		– Sell
-63,510
Closed -$6.41M – 202
2020
Q4 		$6.41M Buy
+63,510
New +$6.01M 1.12% 21

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

Berger Financial Group's EFG Position: Q2 2026 in Review

Berger Financial Group reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 0.19% in Q2 2026, selling an estimated $1.81K and leaving 7,783 shares worth $968K. The position accounts for 0.05% of the portfolio, ranked #217.

Berger Financial Group first reported a position in EFG in Q4 2020 and has held it in 19 quarters since. The position peaked at $6.41M in Q4 2020. 773 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Berger Financial Group held 7,783 shares of iShares MSCI EAFE Growth ETF worth $968K as of Q2 2026.
  • Berger Financial Group sold 15 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $1.81K.
  • iShares MSCI EAFE Growth ETF made up 0.05% of Berger Financial Group's portfolio in Q2 2026, its #217 holding.
  • Berger Financial Group first reported a position in iShares MSCI EAFE Growth ETF in Q4 2020 and has held it in 19 quarters since.
  • Berger Financial Group's iShares MSCI EAFE Growth ETF position peaked at $6.41M in Q4 2020.
  • 773 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.