IFG
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Independent Financial Group’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Independent Financial Group’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 		$637K Buy
5,120
+462
+10% +$55.7K 0.01% 875
2026
Q1 		$519K Buy
4,658
+440
+10% +$51.7K 0.01% 918
2025
Q4 		$480K Sell
4,218
-640
-13% -$73.4K 0.01% 920
2025
Q3 		$553K Sell
4,858
-437
-8% -$48.7K 0.01% 805
2025
Q2 		$593K Buy
5,295
+927
+21% +$97.8K 0.02% 708
2025
Q1 		$437K Sell
4,368
-1,359
-24% -$139K 0.02% 762
2024
Q4 		$555K Sell
5,727
-870
-13% -$88.4K 0.02% 655
2024
Q3 		$710K Sell
6,597
-1,276
-16% -$132K 0.03% 539
2024
Q2 		$805K Buy
7,873
+32
+0.4% +$3.27K 0.03% 462
2024
Q1 		$814K Buy
7,841
+1,342
+21% +$134K 0.04% 430
2023
Q4 		$629K Sell
6,499
-8,628
-57% -$773K 0.03% 495
2023
Q3 		$1.31M Buy
15,127
+559
+4% +$51.5K 0.08% 260
2023
Q2 		$1.39M Buy
14,568
+7,755
+114% +$738K 0.1% 232
2023
Q1 		$638K Buy
+6,813
New +$613K 0.05% 395
2022
Q3 		– Sell
-4,849
Closed -$390K – 754
2022
Q2 		$390K Sell
4,849
-474
-9% -$41.2K 0.04% 438
2022
Q1 		$512K Sell
5,323
-3,173
-37% -$312K 0.04% 424
2021
Q4 		$937K Sell
8,496
-232
-3% -$25.4K 0.08% 267
2021
Q3 		$929K Sell
8,728
-903
-9% -$99.4K 0.1% 228
2021
Q2 		$1.03M Buy
9,631
+268
+3% +$28.5K 0.11% 212
2021
Q1 		$941K Buy
9,363
+2,182
+30% +$222K 0.12% 192
2020
Q4 		$725K Buy
7,181
+228
+3% +$21.6K 0.11% 221
2020
Q3 		$625K Buy
6,953
+658
+10% +$58.3K 0.12% 198
2020
Q2 		$523K Buy
+6,295
New +$492K 0.12% 218

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

Independent Financial Group's EFG Position: Q2 2026 in Review

Independent Financial Group increased its iShares MSCI EAFE Growth ETF (EFG) stake by 9.9% in Q2 2026, buying an estimated $55.7K and bringing the position to 5,120 shares worth $637K. The position accounts for 0.01% of the portfolio, ranked #875.

Independent Financial Group first reported a position in EFG in Q2 2020 and has held it in 23 quarters since. The position peaked at $1.39M in Q2 2023. 1,056 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Independent Financial Group held 5,120 shares of iShares MSCI EAFE Growth ETF worth $637K as of Q2 2026.
  • Independent Financial Group bought 462 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $55.7K.
  • iShares MSCI EAFE Growth ETF made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #875 holding.
  • Independent Financial Group first reported a position in iShares MSCI EAFE Growth ETF in Q2 2020 and has held it in 23 quarters since.
  • Independent Financial Group's iShares MSCI EAFE Growth ETF position peaked at $1.39M in Q2 2023.
  • 1,056 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.