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

Community Financial Services 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	$229K	Sell	1,868 -165	-8%	-$19.9K	0.03%	117
2026 Q1	$231K	Hold	2,033	–	–	0.04%	109
2025 Q4	$232K	Hold	2,033	–	–	0.04%	95
2025 Q3	$232K	Hold	2,033	–	–	0.04%	94
2025 Q2	$228K	Hold	2,033	–	–	0.05%	91
2025 Q1	$203K	Sell	2,033 -799	-28%	-$81.4K	0.04%	96
2024 Q4	$274K	Hold	2,832	–	–	0.05%	107
2024 Q3	$305K	Sell	2,832 -480	-14%	-$49.8K	0.06%	107
2024 Q2	$339K	Hold	3,312	–	–	0.07%	108
2024 Q1	$344K	Buy	+3,312	New	+$330K	0.08%	119
2019 Q4	–	Sell	-4,603	Closed	-$370K	–	82
2019 Q3	$370K	Buy	+4,603	New	+$368K	0.11%	62

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

Community Financial Services Group's EFG Position: Q2 2026 in Review

Community Financial Services Group reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 8.1% in Q2 2026, selling an estimated $19.9K and leaving 1,868 shares worth $229K. The position accounts for 0.03% of the portfolio, ranked #117.

Community Financial Services Group first reported a position in EFG in Q3 2019 and has held it in 11 quarters since. The position peaked at $370K in Q3 2019. 1,060 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Community Financial Services Group held 1,868 shares of iShares MSCI EAFE Growth ETF worth $229K as of Q2 2026.
Community Financial Services Group sold 165 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $19.9K.
iShares MSCI EAFE Growth ETF made up 0.03% of Community Financial Services Group's portfolio in Q2 2026, its #117 holding.
Community Financial Services Group first reported a position in iShares MSCI EAFE Growth ETF in Q3 2019 and has held it in 11 quarters since.
Community Financial Services Group's iShares MSCI EAFE Growth ETF position peaked at $370K in Q3 2019.
1,060 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Community Financial Services Group's 13F filing for Q2 2026, filed 9 Jul 2026.