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 Q2	$548K	Buy	4,404 +2,255	+105%	+$272K	0.09%	195
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 $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

Holistic Planning's EFG Position: Q2 2026 in Review

Holistic Planning increased its iShares MSCI EAFE Growth ETF (EFG) stake by 105% in Q2 2026, buying an estimated $272K and bringing the position to 4,404 shares worth $548K. The position accounts for 0.09% of the portfolio, ranked #195.

Holistic Planning first reported a position in EFG in Q4 2023 and has held it in 8 quarters since. 1,060 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Holistic Planning held 4,404 shares of iShares MSCI EAFE Growth ETF worth $548K as of Q2 2026.
Holistic Planning bought 2,255 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $272K.
iShares MSCI EAFE Growth ETF made up 0.09% of Holistic Planning's portfolio in Q2 2026, its #195 holding.
Holistic Planning first reported a position in iShares MSCI EAFE Growth ETF in Q4 2023 and has held it in 8 quarters since.
1,060 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.