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

FSA 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	$438K	Buy	3,517 +155	+5%	+$18.7K	0.2%	136
2026 Q1	$374K	Buy	+3,362	New	+$395K	0.25%	123
2025 Q4	–	Sell	-3,223	Closed	-$367K	–	223
2025 Q3	$367K	Buy	3,223 +24	+0.8%	+$2.67K	0.29%	97
2025 Q2	$358K	Buy	3,199 +577	+22%	+$60.9K	0.29%	101
2025 Q1	$262K	Sell	2,622 -222	-8%	-$22.6K	0.21%	141
2024 Q4	$275K	Sell	2,844 -390	-12%	-$39.6K	0.34%	104
2024 Q3	$332K	Buy	3,234 +1,240	+62%	+$129K	0.33%	93
2024 Q2	$207K	Sell	1,994 -80	-4%	-$8.18K	0.22%	128
2024 Q1	$215K	Buy	+2,074	New	+$206K	0.23%	125

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

FSA Advisors's EFG Position: Q2 2026 in Review

FSA Advisors increased its iShares MSCI EAFE Growth ETF (EFG) stake by 4.6% in Q2 2026, buying an estimated $18.7K and bringing the position to 3,517 shares worth $438K. The position accounts for 0.2% of the portfolio, ranked #136.

FSA Advisors first reported a position in EFG in Q1 2024 and has held it in 9 quarters since. 1,060 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

FSA Advisors held 3,517 shares of iShares MSCI EAFE Growth ETF worth $438K as of Q2 2026.
FSA Advisors bought 155 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $18.7K.
iShares MSCI EAFE Growth ETF made up 0.2% of FSA Advisors's portfolio in Q2 2026, its #136 holding.
FSA Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q1 2024 and has held it in 9 quarters since.
1,060 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on FSA Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.