CFS
EFG icon

Cannon Financial Strategists’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Cannon Financial Strategists’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 		$2.36M Sell
18,940
-147
-0.8% -$17.7K 0.27% 37
2026
Q1 		$2.13M Sell
19,087
-27
-0.1% -$3.17K 0.28% 31
2025
Q4 		$2.18M Buy
19,114
+86
+0.5% +$9.86K 0.3% 27
2025
Q3 		$2.17M Hold
19,028
– – 0.31% 27
2025
Q2 		$2.13M Hold
19,028
– – 0.34% 25
2025
Q1 		$1.9M Hold
19,028
– – 0.33% 27
2024
Q4 		$1.84M Hold
19,028
– – 0.32% 28
2024
Q3 		$2.05M Sell
19,028
-379
-2% -$39.3K 0.36% 24
2024
Q2 		$1.99M Hold
19,407
– – 0.38% 23
2024
Q1 		$2.01M Buy
19,407
+20
+0.1% +$1.99K 0.4% 22
2023
Q4 		$1.88M Buy
19,387
+649
+3% +$58.2K 0.4% 22
2023
Q3 		$1.62M Sell
18,738
-366
-2% -$33.7K 0.41% 21
2023
Q2 		$1.82M Sell
19,104
-2
-0% -$190 0.5% 20
2023
Q1 		$1.79M Sell
19,106
-806
-4% -$72.5K 0.61% 19
2022
Q4 		$1.67M Sell
19,912
-2,280
-10% -$184K 0.61% 20
2022
Q3 		$1.61M Sell
22,192
-3,432
-13% -$280K 0.63% 21
2022
Q2 		$2.06M Sell
25,624
-272
-1% -$23.6K 0.8% 20
2022
Q1 		$2.49M Sell
25,896
-120
-0.5% -$11.8K 0.9% 16
2021
Q4 		$2.87M Buy
26,016
+436
+2% +$47.8K 1.03% 16
2021
Q3 		$2.72M Hold
25,580
– – 1.05% 16
2021
Q2 		$2.74M Sell
25,580
-2
-0% -$213 1.09% 16
2021
Q1 		$2.57M Sell
25,582
-206
-0.8% -$20.9K 1.1% 16
2020
Q4 		$2.6M Sell
25,788
-61
-0.2% -$5.77K 1.27% 17
2020
Q3 		$2.32M Sell
25,849
-39
-0.2% -$3.46K 1.28% 16
2020
Q2 		$2.15M Sell
25,888
-3,695
-12% -$289K 1.3% 16
2020
Q1 		$2.1M Sell
29,583
-4,105
-12% -$333K 1.56% 16
2019
Q4 		$2.91M Sell
33,688
-1,248
-4% -$104K 1.9% 15
2019
Q3 		$2.81M Sell
34,936
-65,522
-65% -$5.24M 2.15% 14
2019
Q2 		$8.11M Sell
100,458
-1,231
-1% -$97.2K 6.84% 6
2019
Q1 		$7.88M Buy
+101,689
New +$7.54M 7.06% 6

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

Cannon Financial Strategists's EFG Position: Q2 2026 in Review

Cannon Financial Strategists reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 0.77% in Q2 2026, selling an estimated $17.7K and leaving 18,940 shares worth $2.36M. The position accounts for 0.27% of the portfolio, ranked #37.

Cannon Financial Strategists first reported a position in EFG in Q1 2019 and has held it in 30 quarters since. The position peaked at $8.11M in Q2 2019. 724 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Cannon Financial Strategists held 18,940 shares of iShares MSCI EAFE Growth ETF worth $2.36M as of Q2 2026.
  • Cannon Financial Strategists sold 147 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $17.7K.
  • iShares MSCI EAFE Growth ETF made up 0.27% of Cannon Financial Strategists's portfolio in Q2 2026, its #37 holding.
  • Cannon Financial Strategists first reported a position in iShares MSCI EAFE Growth ETF in Q1 2019 and has held it in 30 quarters since.
  • Cannon Financial Strategists's iShares MSCI EAFE Growth ETF position peaked at $8.11M in Q2 2019.
  • 724 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Cannon Financial Strategists's 13F filing for Q2 2026, filed 7 Aug 2026.