Focus Financial Network’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Focus Financial Network’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	$2.95M	Buy	23,728 +6,402	+37%	+$772K	0.09%	174
2026 Q1	$1.93M	Sell	17,326 -36,741	-68%	-$4.32M	0.07%	220
2025 Q4	$6.16M	Sell	54,067 -1,526	-3%	-$175K	0.21%	82
2025 Q3	$6.33M	Sell	55,593 -1,337	-2%	-$149K	0.23%	78
2025 Q2	$6.38M	Buy	56,930 +1,272	+2%	+$134K	0.25%	71
2025 Q1	$5.57M	Sell	55,658 -27,160	-33%	-$2.77M	0.23%	76
2024 Q4	$8.02M	Buy	82,818 +10,288	+14%	+$1.05M	0.32%	58
2024 Q3	$7.81M	Sell	72,530 -1,594	-2%	-$165K	0.32%	59
2024 Q2	$7.73M	Buy	74,124 +19,600	+36%	+$2M	0.33%	59
2024 Q1	$5.32M	Buy	54,524 +2,624	+5%	+$261K	0.26%	74
2023 Q4	$5.03M	Sell	51,900 -23,830	-31%	-$2.14M	0.19%	112
2023 Q3	$6.54M	Sell	75,730 -11,852	-14%	-$1.09M	0.37%	55
2023 Q2	$8.36M	Buy	87,582 +2,432	+3%	+$231K	0.46%	44
2023 Q1	$7.98M	Buy	85,150 +15,902	+23%	+$1.43M	0.5%	43
2022 Q4	$5.8M	Sell	69,248 -2,527	-4%	-$204K	0.47%	43
2022 Q3	$5.21M	Buy	71,775 +15,130	+27%	+$1.23M	0.45%	42
2022 Q2	$4.56M	Sell	56,645 -2,087	-4%	-$181K	0.38%	49
2022 Q1	$5.65M	Buy	58,732 +55,749	+1,869%	+$5.48M	0.39%	47
2021 Q4	$329K	Sell	2,983 -65,932	-96%	-$7.22M	0.05%	279
2021 Q3	$7.34M	Buy	68,915 +10,306	+18%	+$1.13M	0.98%	20
2021 Q2	$6.29M	Sell	58,609 -10,041	-15%	-$1.07M	0.84%	22
2021 Q1	$6.9M	Buy	68,650 +5,230	+8%	+$532K	0.81%	22
2020 Q4	$6.4M	Buy	63,420 +9,363	+17%	+$886K	0.57%	36
2020 Q3	$4.86M	Buy	54,057 +15,579	+40%	+$1.38M	0.45%	50
2020 Q2	$3.2M	Buy	+38,478	New	+$3.01M	0.36%	62

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

Focus Financial Network's EFG Position: Q2 2026 in Review

Focus Financial Network increased its iShares MSCI EAFE Growth ETF (EFG) stake by 37% in Q2 2026, buying an estimated $772K and bringing the position to 23,728 shares worth $2.95M. The position accounts for 0.09% of the portfolio, ranked #174.

Focus Financial Network first reported a position in EFG in Q2 2020 and has held it in 25 quarters since. The position peaked at $8.36M in Q2 2023. 1,056 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Focus Financial Network held 23,728 shares of iShares MSCI EAFE Growth ETF worth $2.95M as of Q2 2026.
Focus Financial Network bought 6,402 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $772K.
iShares MSCI EAFE Growth ETF made up 0.09% of Focus Financial Network's portfolio in Q2 2026, its #174 holding.
Focus Financial Network first reported a position in iShares MSCI EAFE Growth ETF in Q2 2020 and has held it in 25 quarters since.
Focus Financial Network's iShares MSCI EAFE Growth ETF position peaked at $8.36M in Q2 2023.
1,056 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Focus Financial Network's 13F filing for Q2 2026, filed 9 Jul 2026.