Holistic Planning’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Holistic Planning’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 Q1	$239K	Sell	2,149 -176	-8%	-$20.7K	0.05%	268
2025 Q4	$265K	Sell	2,325 -110	-5%	-$12.6K	0.06%	236
2025 Q3	$277K	Sell	2,435 -907	-27%	-$101K	0.07%	191
2025 Q2	$374K	Buy	+3,342	New	+$353K	0.11%	150
2024 Q4	–	Sell	-2,395	Closed	-$258K	–	175
2024 Q3	$258K	Buy	+2,395	New	+$248K	0.11%	133
2024 Q2	–	Sell	-2,095	Closed	-$217K	–	118
2024 Q1	$217K	Sell	2,095 -143	-6%	-$14.2K	0.17%	107
2023 Q4	$217K	Buy	+2,238	New	+$201K	0.18%	112

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

PAS

Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

Holistic Planning's EFG Position: Q1 2026 in Review

Holistic Planning reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 7.6% in Q1 2026, selling an estimated $20.7K and leaving 2,149 shares worth $239K. The position accounts for 0.05% of the portfolio, ranked #268.

Holistic Planning first reported a position in EFG in Q4 2023 and has held it in 7 quarters since. The position peaked at $374K in Q2 2025. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

Holistic Planning held 2,149 shares of iShares MSCI EAFE Growth ETF worth $239K as of Q1 2026.
Holistic Planning sold 176 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $20.7K.
iShares MSCI EAFE Growth ETF made up 0.05% of Holistic Planning's portfolio in Q1 2026, its #268 holding.
Holistic Planning first reported a position in iShares MSCI EAFE Growth ETF in Q4 2023 and has held it in 7 quarters since.
Holistic Planning's iShares MSCI EAFE Growth ETF position peaked at $374K in Q2 2025.
1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Holistic Planning's 13F filing for Q1 2026, filed 4 May 2026.