BFC Planning, Inc.’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

BFC Planning, Inc.’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	$1.06M	Buy	25,590 +1,395	+6%	+$56.1K	0.04%	382
2026 Q1	$898K	Buy	24,195 +11,208	+86%	+$439K	0.04%	382
2025 Q4	$493K	Sell	12,987 -795	-6%	-$30.4K	0.02%	553
2025 Q3	$523K	Sell	13,782 -11,139	-45%	-$414K	0.04%	372
2025 Q2	$930K	Buy	24,921 +285	+1%	+$10K	0.07%	235
2025 Q1	$821K	Sell	24,636 -12,972	-34%	-$441K	0.07%	238
2024 Q4	$1.21M	Buy	+37,608	New	+$1.27M	0.1%	179

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 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

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

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

BFC Planning, Inc.'s EFG Position: Q2 2026 in Review

BFC Planning, Inc. increased its iShares MSCI EAFE Growth ETF (EFG) stake by 5.8% in Q2 2026, buying an estimated $56.1K and bringing the position to 25,590 shares worth $1.06M. The position accounts for 0.04% of the portfolio, ranked #382.

BFC Planning, Inc. first reported a position in EFG in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.21M in Q4 2024. 1,067 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

BFC Planning, Inc. held 25,590 shares of iShares MSCI EAFE Growth ETF worth $1.06M as of Q2 2026.
BFC Planning, Inc. bought 1,395 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $56.1K.
iShares MSCI EAFE Growth ETF made up 0.04% of BFC Planning, Inc.'s portfolio in Q2 2026, its #382 holding.
BFC Planning, Inc. first reported a position in iShares MSCI EAFE Growth ETF in Q4 2024 and has held it in 7 quarters since.
BFC Planning, Inc.'s iShares MSCI EAFE Growth ETF position peaked at $1.21M in Q4 2024.
1,067 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.