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

Flagstar 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	$246K	Buy	1,973 +26	+1%	+$3.13K	0.07%	171
2026 Q1	$217K	Buy	+1,947	New	+$229K	0.08%	167
2025 Q3	–	Sell	-2,694	Closed	-$302K	–	186
2025 Q2	$302K	Buy	2,694 +33	+1%	+$3.48K	0.08%	170
2025 Q1	$266K	Sell	2,661 -2,175	-45%	-$222K	0.07%	186
2024 Q4	$468K	Buy	4,836 +741	+18%	+$75.3K	0.12%	136
2024 Q3	$441K	Sell	4,095 -231	-5%	-$24K	0.11%	145
2024 Q2	$443K	Buy	4,326 +1,403	+48%	+$143K	0.12%	135
2024 Q1	$303K	Buy	2,923 +138	+5%	+$13.7K	0.08%	157
2023 Q4	$270K	Buy	2,785 +199	+8%	+$17.8K	0.09%	156
2023 Q3	$223K	Buy	+2,586	New	+$238K	0.08%	150
2023 Q2	–	Sell	-2,515	Closed	-$236K	–	156
2023 Q1	$236K	Buy	+2,515	New	+$226K	0.09%	143
2022 Q4	–	Sell	-2,236	Closed	-$162K	–	177
2022 Q3	$162K	Buy	+2,236	New	+$182K	0.06%	156
2022 Q2	–	Sell	-2,234	Closed	-$215K	–	145
2022 Q1	$215K	Buy	2,234 +222	+11%	+$21.8K	0.07%	142
2021 Q4	$222K	Buy	2,012 +637	+46%	+$69.8K	0.07%	131
2021 Q3	$146K	Buy	+1,375	New	+$151K	0.05%	131

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Flagstar Advisors's EFG Position: Q2 2026 in Review

Flagstar Advisors increased its iShares MSCI EAFE Growth ETF (EFG) stake by 1.3% in Q2 2026, buying an estimated $3.13K and bringing the position to 1,973 shares worth $246K. The position accounts for 0.07% of the portfolio, ranked #171.

Flagstar Advisors first reported a position in EFG in Q3 2021 and has held it in 15 quarters since. The position peaked at $468K in Q4 2024. 1,056 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Flagstar Advisors held 1,973 shares of iShares MSCI EAFE Growth ETF worth $246K as of Q2 2026.
Flagstar Advisors bought 26 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $3.13K.
iShares MSCI EAFE Growth ETF made up 0.07% of Flagstar Advisors's portfolio in Q2 2026, its #171 holding.
Flagstar Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q3 2021 and has held it in 15 quarters since.
Flagstar Advisors's iShares MSCI EAFE Growth ETF position peaked at $468K in Q4 2024.
1,056 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Flagstar Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.