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
2026 Q2	$49.4K	Buy	+397	New	+$47.9K	0.01%	309
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 Chicago, Illinois $424B AUM 22.9% 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

Financial Gravity Companies's EFG Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in iShares MSCI EAFE Growth ETF (EFG) in Q2 2026: 397 shares worth $49.4K. The stake represents 0.01% of the portfolio and ranks #309 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in EFG as recently as Q2 2025.

Financial Gravity Companies first reported a position in EFG in Q4 2017 and has held it in 7 quarters since. The position peaked at $126K in Q2 2025. 1,063 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Financial Gravity Companies held 397 shares of iShares MSCI EAFE Growth ETF worth $49.4K as of Q2 2026.
iShares MSCI EAFE Growth ETF was a new Financial Gravity Companies position in Q2 2026.
iShares MSCI EAFE Growth ETF made up 0.01% of Financial Gravity Companies's portfolio in Q2 2026, its #309 holding.
Financial Gravity Companies first reported a position in iShares MSCI EAFE Growth ETF in Q4 2017 and has held it in 7 quarters since.
Financial Gravity Companies's iShares MSCI EAFE Growth ETF position peaked at $126K in Q2 2025.
1,063 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.