FGC
EFG icon

Financial Gravity Companies’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Financial Gravity Companies’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
2025
Q2 		$126K Buy
+1,121
New +$118K 0.02% 199
2024
Q4 		$109K Buy
1,121
+52
+5% +$5.28K 0.02% 195
2024
Q3 		$115K Buy
+1,069
New +$111K 0.03% 121
2018
Q4 		$53K Buy
+724
New +$52.8K 0.05% 314
2018
Q1 		$50K Buy
615
+88
+17% +$7.19K 0.05% 310
2017
Q4 		$44K Buy
+527
New +$41.8K 0.05% 314

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Financial Gravity Companies's EFG Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in iShares MSCI EAFE Growth ETF (EFG) in Q2 2025: 1,121 shares worth $126K. The stake represents 0.02% of the portfolio and ranks #199 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in EFG as recently as Q4 2024.

Financial Gravity Companies first reported a position in EFG in Q4 2017 and has held it in 6 quarters since. 986 funds tracked by Wall St. Rank hold EFG as of Q2 2025.

  • Financial Gravity Companies held 1,121 shares of iShares MSCI EAFE Growth ETF worth $126K as of Q2 2025.
  • iShares MSCI EAFE Growth ETF was a new Financial Gravity Companies position in Q2 2025.
  • iShares MSCI EAFE Growth ETF made up 0.02% of Financial Gravity Companies's portfolio in Q2 2025, its #199 holding.
  • Financial Gravity Companies first reported a position in iShares MSCI EAFE Growth ETF in Q4 2017 and has held it in 6 quarters since.
  • 986 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.