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Financial Life Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Financial Life Advisors’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 		$12.4M Buy
99,828
+17,652
+21% +$2.13M 3.53% 11
2026
Q1 		$9.15M Buy
82,176
+1,652
+2% +$194K 2.85% 12
2025
Q4 		$9.17M Sell
80,524
-3,833
-5% -$439K 2.83% 15
2025
Q3 		$9.61M Sell
84,357
-1,689
-2% -$188K 3.09% 11
2025
Q2 		$9.64M Sell
86,046
-3,603
-4% -$380K 3.3% 10
2025
Q1 		$8.96M Sell
89,649
-11,477
-11% -$1.17M 3.34% 10
2024
Q4 		$9.79M Buy
101,126
+3,836
+4% +$390K 3.68% 11
2024
Q3 		$10.5M Buy
97,290
+3,592
+4% +$373K 3.96% 9
2024
Q2 		$9.59M Buy
93,698
+2,454
+3% +$251K 3.89% 10
2024
Q1 		$9.47M Sell
91,244
-4,559
-5% -$454K 3.96% 9
2023
Q4 		$9.28M Sell
95,803
-37,765
-28% -$3.38M 3.99% 7
2023
Q3 		$11.5M Buy
133,568
+7,531
+6% +$694K 4.96% 8
2023
Q2 		$12M Buy
126,037
+43,449
+53% +$4.13M 5.02% 8
2023
Q1 		$7.74M Buy
82,588
+20,483
+33% +$1.84M 3.33% 9
2022
Q4 		$5.2M Buy
62,105
+54,413
+707% +$4.4M 2.4% 12
2022
Q3 		$558K Buy
+7,692
New +$627K 0.28% 42
2021
Q1 		– Sell
-2,257
Closed -$227K – 53
2020
Q4 		$227K Hold
2,257
– – 0.12% 47
2020
Q3 		$202K Buy
+2,257
New +$200K 0.11% 46
2018
Q2 		– Sell
-2,727
Closed -$216K – 45
2018
Q1 		$216K Hold
2,727
– – 0.2% 47
2017
Q4 		$220K Buy
+2,727
New +$216K 0.18% 48

Other funds holding EFG

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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
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
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

Financial Life Advisors's EFG Position: Q2 2026 in Review

Financial Life Advisors increased its iShares MSCI EAFE Growth ETF (EFG) stake by 21% in Q2 2026, buying an estimated $2.13M and bringing the position to 99,828 shares worth $12.4M. The position accounts for 3.53% of the portfolio, ranked #11.

Financial Life Advisors first reported a position in EFG in Q4 2017 and has held it in 20 quarters since. 511 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Financial Life Advisors held 99,828 shares of iShares MSCI EAFE Growth ETF worth $12.4M as of Q2 2026.
  • Financial Life Advisors bought 17,652 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $2.13M.
  • iShares MSCI EAFE Growth ETF made up 3.53% of Financial Life Advisors's portfolio in Q2 2026, its #11 holding.
  • Financial Life Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q4 2017 and has held it in 20 quarters since.
  • 511 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Financial Life Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.