CFS Investment Advisory Services’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

CFS Investment Advisory Services’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	$6.15M	Sell	49,733 -3,451	-6%	-$416K	0.41%	55
2026 Q1	$6.51M	Sell	53,184 -9,198	-15%	-$1.08M	0.45%	56
2025 Q4	$7.11M	Sell	62,382 -9,876	-14%	-$1.13M	0.52%	49
2025 Q3	$8.44M	Sell	72,258 -67,651	-48%	-$7.54M	0.63%	39
2025 Q2	$15.7M	Sell	139,909 -14,332	-9%	-$1.51M	1.28%	21
2025 Q1	$15.4M	Sell	154,241 -66,822	-30%	-$6.81M	1.37%	19
2024 Q4	$21.4M	Sell	221,063 -175,099	-44%	-$17.8M	1.92%	9
2024 Q3	$42.6M	Sell	396,162 -30,086	-7%	-$3.12M	3.58%	5
2024 Q2	$43.6M	Buy	+426,248	New	+$43.6M	3.54%	5
2023 Q3	–	Sell	-249,142	Closed	-$23.8M	–	176
2023 Q2	$23.8M	Buy	+249,142	New	+$23.7M	3.04%	4
2022 Q3	–	Sell	-142,265	Closed	-$11.5M	–	270
2022 Q2	$11.5M	Sell	142,265 -12,466,409	-99%	-$1.08B	1.75%	11
2022 Q1	$131K	Buy	12,608,674 +12,435,989	+7,202%	+$1.22B	0.57%	32
2021 Q4	$17.2M	Sell	172,685 -19,556	-10%	-$2.14M	2.32%	8
2021 Q3	$20.5M	Buy	+192,241	New	+$21.2M	2.8%	6
2020 Q4	$16.6M	Buy	+164,693	New	+$15.6M	2.65%	6

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

CFS Investment Advisory Services's EFG Position: Q2 2026 in Review

CFS Investment Advisory Services reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 6.5% in Q2 2026, selling an estimated $416K and leaving 49,733 shares worth $6.15M. The position accounts for 0.41% of the portfolio, ranked #55.

CFS Investment Advisory Services first reported a position in EFG in Q4 2020 and has held it in 15 quarters since. The position peaked at $43.6M in Q2 2024. 297 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

CFS Investment Advisory Services held 49,733 shares of iShares MSCI EAFE Growth ETF worth $6.15M as of Q2 2026.
CFS Investment Advisory Services sold 3,451 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $416K.
iShares MSCI EAFE Growth ETF made up 0.41% of CFS Investment Advisory Services's portfolio in Q2 2026, its #55 holding.
CFS Investment Advisory Services first reported a position in iShares MSCI EAFE Growth ETF in Q4 2020 and has held it in 15 quarters since.
CFS Investment Advisory Services's iShares MSCI EAFE Growth ETF position peaked at $43.6M in Q2 2024.
297 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.