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Cornerstone Planning Group’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Cornerstone Planning 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 		$4.33M Buy
35,881
+4,872
+16% +$588K 0.55% 28
2026
Q1 		$3.71M Buy
31,009
+25,801
+495% +$3.03M 0.49% 32
2025
Q4 		$627K Sell
5,208
-61
-1% -$6.99K 0.1% 77
2025
Q3 		$610K Buy
5,269
+4,369
+485% +$487K 0.1% 78
2025
Q2 		$97.5K Sell
900
-416
-32% -$43.9K 0.02% 145
2025
Q1 		$133K Buy
1,316
+98
+8% +$9.99K 0.03% 118
2024
Q4 		$124K Sell
1,218
-1,495
-55% -$152K 0.03% 98
2024
Q3 		$279K Sell
2,713
-755
-22% -$78.3K 0.07% 58
2024
Q2 		$336K Sell
3,468
-778
-18% -$79.5K 0.1% 59
2024
Q1 		$429K Sell
4,246
-1,955
-32% -$195K 0.13% 44
2023
Q4 		$601K Sell
6,201
-3,188
-34% -$286K 0.2% 35
2023
Q3 		$810K Sell
9,389
-1,867
-17% -$172K 0.31% 33
2023
Q2 		$1.07M Buy
+11,256
New +$1.07M 0.42% 24
2022
Q4 		$1.26M Buy
+13,994
New +$1.13M 0.53% 35

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

Cornerstone Planning Group's EFG Position: Q2 2026 in Review

Cornerstone Planning Group increased its iShares MSCI EAFE Growth ETF (EFG) stake by 16% in Q2 2026, buying an estimated $588K and bringing the position to 35,881 shares worth $4.33M. The position accounts for 0.55% of the portfolio, ranked #28.

Cornerstone Planning Group first reported a position in EFG in Q4 2022 and has held it in 14 quarters since. 724 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Cornerstone Planning Group held 35,881 shares of iShares MSCI EAFE Growth ETF worth $4.33M as of Q2 2026.
  • Cornerstone Planning Group bought 4,872 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $588K.
  • iShares MSCI EAFE Growth ETF made up 0.55% of Cornerstone Planning Group's portfolio in Q2 2026, its #28 holding.
  • Cornerstone Planning Group first reported a position in iShares MSCI EAFE Growth ETF in Q4 2022 and has held it in 14 quarters since.
  • 724 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.