Csenge Advisory Group’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Csenge Advisory 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	$4.69M	Buy	37,677 +3,680	+11%	+$444K	0.19%	109
2026 Q1	$3.79M	Buy	33,997 +24,415	+255%	+$2.87M	0.17%	110
2025 Q4	$1.09M	Sell	9,582 -1,578	-14%	-$181K	0.05%	291
2025 Q3	$1.27M	Sell	11,160 -13,987	-56%	-$1.56M	0.06%	242
2025 Q2	$2.76M	Buy	25,147 +131	+0.5%	+$13.8K	0.15%	122
2025 Q1	$2.48M	Sell	25,016 -13,708	-35%	-$1.4M	0.14%	130
2024 Q4	$3.75M	Buy	38,724 +8,957	+30%	+$910K	0.2%	96
2024 Q3	$3.16M	Buy	29,767 +185	+0.6%	+$19.2K	0.16%	109
2024 Q2	$3.03M	Sell	29,582 -267	-0.9%	-$27.3K	0.17%	108
2024 Q1	$3.1M	Buy	29,849 +1,126	+4%	+$112K	0.17%	108
2023 Q4	$2.78M	Sell	28,723 -12,106	-30%	-$1.08M	0.17%	108
2023 Q3	$3.52M	Sell	40,829 -17,665	-30%	-$1.63M	0.24%	79
2023 Q2	$5.58M	Buy	58,494 +13,392	+30%	+$1.27M	0.37%	55
2023 Q1	$4.23M	Buy	45,102 +16,566	+58%	+$1.49M	0.31%	67
2022 Q4	$2.39M	Buy	28,536 +1,104	+4%	+$89.3K	0.19%	101
2022 Q3	$1.99M	Buy	27,432 +18,288	+200%	+$1.49M	0.17%	114
2022 Q2	$736K	Sell	9,144 -5,726	-39%	-$497K	0.06%	269
2022 Q1	$1.43M	Buy	14,870 +3,674	+33%	+$361K	0.11%	159
2021 Q4	$1.2M	Sell	11,196 -5,122	-31%	-$561K	0.11%	163
2021 Q3	$1.74M	Buy	16,318 +5,122	+46%	+$564K	0.15%	122
2021 Q2	$1.2M	Buy	11,196 +766	+7%	+$81.4K	0.11%	163
2021 Q1	$1.09M	Buy	+10,430	New	+$1.06M	0.11%	146
2020 Q4	–	Sell	-3,744	Closed	-$337K	–	437
2020 Q3	$337K	Buy	3,744 +346	+10%	+$30.7K	0.05%	282
2020 Q2	$282K	Sell	3,398 -1,515	-31%	-$118K	0.04%	282
2020 Q1	$349K	Buy	+4,913	New	+$398K	0.09%	191
2019 Q4	–	Sell	-9,793	Closed	-$788K	–	296
2019 Q3	$788K	Sell	9,793 -189	-2%	-$15.1K	0.22%	101
2019 Q2	$806K	Buy	+9,982	New	+$788K	0.27%	64

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

Csenge Advisory Group's EFG Position: Q2 2026 in Review

Csenge Advisory Group increased its iShares MSCI EAFE Growth ETF (EFG) stake by 11% in Q2 2026, buying an estimated $444K and bringing the position to 37,677 shares worth $4.69M. The position accounts for 0.19% of the portfolio, ranked #109.

Csenge Advisory Group first reported a position in EFG in Q2 2019 and has held it in 27 quarters since. The position peaked at $5.58M in Q2 2023. 1,060 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Csenge Advisory Group held 37,677 shares of iShares MSCI EAFE Growth ETF worth $4.69M as of Q2 2026.
Csenge Advisory Group bought 3,680 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $444K.
iShares MSCI EAFE Growth ETF made up 0.19% of Csenge Advisory Group's portfolio in Q2 2026, its #109 holding.
Csenge Advisory Group first reported a position in iShares MSCI EAFE Growth ETF in Q2 2019 and has held it in 27 quarters since.
Csenge Advisory Group's iShares MSCI EAFE Growth ETF position peaked at $5.58M in Q2 2023.
1,060 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Csenge Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.