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Founders Financial Alliance’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Founders Financial Alliance’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 		$5.25M Buy
42,169
+40,638
+2,654% +$4.9M 0.7% 34
2026
Q1 		$171K Buy
1,531
+660
+76% +$77.6K 0.03% 405
2025
Q4 		$99.2K Sell
871
-1,148
-57% -$132K 0.02% 393
2025
Q3 		$230K Buy
2,019
+844
+72% +$94.1K 0.04% 348
2025
Q2 		$132K Sell
1,175
-665
-36% -$70.1K 0.03% 341
2025
Q1 		$184K Buy
1,840
+64
+4% +$6.52K 0.04% 345
2024
Q4 		$172K Buy
1,776
+2
+0.1% +$203 0.05% 293
2024
Q3 		$191K Buy
1,774
+35
+2% +$3.63K 0.05% 289
2024
Q2 		$178K Buy
1,739
+2
+0.1% +$204 0.05% 275
2024
Q1 		$180K Sell
1,737
-69
-4% -$6.87K 0.05% 273
2023
Q4 		$175K Buy
1,806
+2
+0.1% +$179 0.07% 253
2023
Q3 		$156K Sell
1,804
-1,680
-48% -$155K 0.07% 240
2023
Q2 		$332K Buy
3,484
+1,672
+92% +$159K 0.13% 167
2023
Q1 		$171K Sell
1,812
-27
-1% -$2.43K 0.09% 215
2022
Q4 		$154K Sell
1,839
-89
-5% -$7.2K 0.07% 237
2022
Q3 		$140K Buy
1,928
+768
+66% +$62.6K 0.07% 235
2022
Q2 		$93K Sell
1,160
-834
-42% -$72.4K 0.05% 271
2022
Q1 		$192K Buy
1,994
+34
+2% +$3.34K 0.09% 212
2021
Q4 		$216K Buy
1,960
+360
+23% +$39.4K 0.09% 236
2021
Q3 		$171K Buy
1,600
+279
+21% +$30.7K 0.08% 235
2021
Q2 		$142K Sell
1,321
-195
-13% -$20.7K 0.06% 265
2021
Q1 		$153K Sell
1,516
-1,224
-45% -$124K 0.08% 240
2020
Q4 		$277K Buy
2,740
+1,145
+72% +$108K 0.16% 148
2020
Q3 		$144K Buy
+1,595
New +$141K 0.09% 202

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

Founders Financial Alliance's EFG Position: Q2 2026 in Review

Founders Financial Alliance increased its iShares MSCI EAFE Growth ETF (EFG) stake by 2,654% in Q2 2026, buying an estimated $4.9M and bringing the position to 42,169 shares worth $5.25M. The position accounts for 0.7% of the portfolio, ranked #34.

Founders Financial Alliance first reported a position in EFG in Q3 2020 and has held it in 24 quarters since. 1,056 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Founders Financial Alliance held 42,169 shares of iShares MSCI EAFE Growth ETF worth $5.25M as of Q2 2026.
  • Founders Financial Alliance bought 40,638 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $4.9M.
  • iShares MSCI EAFE Growth ETF made up 0.7% of Founders Financial Alliance's portfolio in Q2 2026, its #34 holding.
  • Founders Financial Alliance first reported a position in iShares MSCI EAFE Growth ETF in Q3 2020 and has held it in 24 quarters since.
  • 1,056 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.