Center for Financial Planning’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Center for 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	$13.7K	Hold	110	–	–	﹤0.01%	467
2026 Q1	$12.3K	Hold	110	–	–	﹤0.01%	468
2025 Q4	$12.5K	Hold	110	–	–	﹤0.01%	464
2025 Q3	$12.5K	Hold	110	–	–	﹤0.01%	474
2025 Q2	$12.3K	Hold	110	–	–	﹤0.01%	444
2025 Q1	$11K	Hold	110	–	–	﹤0.01%	464
2024 Q4	$10.7K	Hold	110	–	–	﹤0.01%	414
2024 Q3	$11.8K	Hold	110	–	–	﹤0.01%	384
2024 Q2	$11.3K	Hold	110	–	–	﹤0.01%	383
2024 Q1	$11.4K	Hold	110	–	–	﹤0.01%	395
2023 Q4	$10.7K	Hold	110	–	–	﹤0.01%	364
2023 Q3	$9.49K	Sell	110 -19	-15%	-$1.75K	﹤0.01%	362
2023 Q2	$12.3K	Hold	129	–	–	﹤0.01%	361
2023 Q1	$12.1K	Hold	129	–	–	﹤0.01%	342
2022 Q4	$10.8K	Hold	129	–	–	﹤0.01%	349
2022 Q3	$9K	Hold	129	–	–	﹤0.01%	363
2022 Q2	$10K	Hold	129	–	–	﹤0.01%	355
2022 Q1	$12K	Hold	129	–	–	﹤0.01%	356
2021 Q4	$14K	Hold	129	–	–	﹤0.01%	346
2021 Q3	$14K	Hold	129	–	–	﹤0.01%	328
2021 Q2	$14K	Hold	129	–	–	﹤0.01%	333
2021 Q1	$13K	Buy	+129	New	+$13.1K	﹤0.01%	350
2020 Q4	–	Sell	-29	Closed	-$3K	–	470
2020 Q3	$3K	Hold	29	–	–	﹤0.01%	386
2020 Q2	$2K	Buy	+29	New	+$2.27K	﹤0.01%	408

Other funds holding EFG

PAS

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

FSWA

Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

WFPG

Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

Center for Financial Planning's EFG Position: Q2 2026 in Review

Center for Financial Planning held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q2 2026 at 110 shares worth $13.7K. The position accounts for ﹤0.01% of the portfolio, ranked #467.

Center for Financial Planning first reported a position in EFG in Q2 2020 and has held it in 24 quarters since. The position peaked at $14K in Q4 2021. 372 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Center for Financial Planning held 110 shares of iShares MSCI EAFE Growth ETF worth $13.7K as of Q2 2026.
Center for Financial Planning left its iShares MSCI EAFE Growth ETF share count unchanged in Q2 2026.
iShares MSCI EAFE Growth ETF made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #467 holding.
Center for Financial Planning first reported a position in iShares MSCI EAFE Growth ETF in Q2 2020 and has held it in 24 quarters since.
Center for Financial Planning's iShares MSCI EAFE Growth ETF position peaked at $14K in Q4 2021.
372 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.