Decker Retirement Planning’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Decker Retirement 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	$639K	Sell	5,138 -197	-4%	-$23.8K	0.22%	56
2026 Q1	$594K	Buy	5,335 +47	+0.9%	+$5.53K	0.27%	53
2025 Q4	$602K	Buy	5,288 +413	+8%	+$47.4K	0.3%	56
2025 Q3	$555K	Buy	4,875 +773	+19%	+$86.1K	0.31%	63
2025 Q2	$459K	Sell	4,102 -15	-0.4%	-$1.58K	0.27%	54
2025 Q1	$412K	Buy	4,117 +764	+23%	+$77.9K	0.26%	27
2024 Q4	$325K	Buy	+3,353	New	+$341K	0.19%	46

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return

MFG

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

FWP

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

CSP

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FSWA

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

BAAM

Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

Decker Retirement Planning's EFG Position: Q2 2026 in Review

Decker Retirement Planning reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 3.7% in Q2 2026, selling an estimated $23.8K and leaving 5,138 shares worth $639K. The position accounts for 0.22% of the portfolio, ranked #56.

Decker Retirement Planning first reported a position in EFG in Q4 2024 and has held it in 7 quarters since. 482 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Decker Retirement Planning held 5,138 shares of iShares MSCI EAFE Growth ETF worth $639K as of Q2 2026.
Decker Retirement Planning sold 197 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $23.8K.
iShares MSCI EAFE Growth ETF made up 0.22% of Decker Retirement Planning's portfolio in Q2 2026, its #56 holding.
Decker Retirement Planning first reported a position in iShares MSCI EAFE Growth ETF in Q4 2024 and has held it in 7 quarters since.
482 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Decker Retirement Planning's 13F filing for Q2 2026, filed 16 Jul 2026.