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Financial Partners Group (Kansas)’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Financial Partners Group (Kansas)’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 		$259K Buy
2,084
+33
+2% +$3.98K 0.03% 219
2026
Q1 		$228K Hold
2,051
– – 0.03% 214
2025
Q4 		$244K Sell
2,051
-25
-1% -$2.87K 0.03% 206
2025
Q3 		$236K Sell
2,076
-62
-3% -$6.91K 0.03% 197
2025
Q2 		$239K Hold
2,138
– – 0.03% 183
2025
Q1 		$214K Sell
2,138
-94
-4% -$9.58K 0.03% 184
2024
Q4 		$216K Sell
2,232
-215
-9% -$21.8K 0.03% 173
2024
Q3 		$263K Sell
2,447
-88
-3% -$9.13K 0.04% 162
2024
Q2 		$259K Sell
2,535
-425
-14% -$43.4K 0.04% 148
2024
Q1 		$307K Sell
2,960
-440
-13% -$43.8K 0.05% 142
2023
Q4 		$329K Sell
3,400
-50
-1% -$4.48K 0.06% 121
2023
Q3 		$302K Sell
3,450
-84
-2% -$7.74K 0.06% 118
2023
Q2 		$330K Sell
3,534
-105
-3% -$9.99K 0.07% 114
2023
Q1 		$341K Sell
3,639
-4
-0.1% -$360 0.08% 112
2022
Q4 		$334K Sell
3,643
-3,628
-50% -$293K 0.07% 118
2022
Q3 		$528K Sell
7,271
-193
-3% -$15.7K 0.14% 74
2022
Q2 		$601K Buy
7,464
+119
+2% +$10.3K 0.15% 73
2022
Q1 		$707K Sell
7,345
-336
-4% -$33K 0.15% 78
2021
Q4 		$767K Buy
7,681
+947
+14% +$104K 0.17% 72
2021
Q3 		$717K Buy
6,734
+704
+12% +$77.5K 0.17% 74
2021
Q2 		$647K Buy
6,030
+698
+13% +$74.2K 0.17% 70
2021
Q1 		$536K Buy
5,332
+380
+8% +$38.6K 0.15% 73
2020
Q4 		$512K Buy
4,952
+1,205
+32% +$114K 0.15% 69
2020
Q3 		$337K Buy
+3,747
New +$332K 0.12% 79

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cetera Investment Advisers
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
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Financial Partners Group (Kansas)'s EFG Position: Q2 2026 in Review

Financial Partners Group (Kansas) increased its iShares MSCI EAFE Growth ETF (EFG) stake by 1.6% in Q2 2026, buying an estimated $3.98K and bringing the position to 2,084 shares worth $259K. The position accounts for 0.03% of the portfolio, ranked #219.

Financial Partners Group (Kansas) first reported a position in EFG in Q3 2020 and has held it in 24 quarters since. The position peaked at $767K in Q4 2021. 1,057 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Financial Partners Group (Kansas) held 2,084 shares of iShares MSCI EAFE Growth ETF worth $259K as of Q2 2026.
  • Financial Partners Group (Kansas) bought 33 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $3.98K.
  • iShares MSCI EAFE Growth ETF made up 0.03% of Financial Partners Group (Kansas)'s portfolio in Q2 2026, its #219 holding.
  • Financial Partners Group (Kansas) first reported a position in iShares MSCI EAFE Growth ETF in Q3 2020 and has held it in 24 quarters since.
  • Financial Partners Group (Kansas)'s iShares MSCI EAFE Growth ETF position peaked at $767K in Q4 2021.
  • 1,057 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Financial Partners Group (Kansas)'s 13F filing for Q2 2026, filed 23 Jul 2026.