IF
EFG icon

Integrity Financial’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Integrity Financial’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 		$54.4K Hold
437
– – 0.03% 207
2026
Q1 		$48.7K Hold
437
– – 0.02% 209
2025
Q4 		$49.8K Hold
437
– – 0.03% 198
2025
Q3 		$49.8K Hold
437
– – 0.02% 200
2025
Q2 		$48.9K Hold
437
– – 0.02% 196
2025
Q1 		$43.7K Hold
437
– – 0.02% 185
2024
Q4 		$42.3K Buy
+437
New +$44.4K 0.02% 174
2023
Q4 		– Sell
-519
Closed -$44.8K – 202
2023
Q3 		$44.8K Hold
519
– – 0.03% 146
2023
Q2 		$49.5K Sell
519
-87
-14% -$8.28K 0.04% 136
2023
Q1 		$56.8K Sell
606
-8
-1% -$720 0.05% 135
2022
Q4 		$51.4K Sell
614
-378
-38% -$30.6K 0.05% 129
2022
Q3 		$72K Sell
992
-39
-4% -$3.18K 0.08% 108
2022
Q2 		$83K Buy
1,031
+334
+48% +$29K 0.08% 106
2022
Q1 		$67K Buy
697
+37
+6% +$3.64K 0.05% 115
2021
Q4 		$73K Buy
+660
New +$72.3K 0.05% 123

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

Integrity Financial's EFG Position: Q2 2026 in Review

Integrity Financial held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q2 2026 at 437 shares worth $54.4K. The position accounts for 0.03% of the portfolio, ranked #207.

Integrity Financial first reported a position in EFG in Q4 2021 and has held it in 15 quarters since. The position peaked at $83K in Q2 2022. 1,060 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Integrity Financial held 437 shares of iShares MSCI EAFE Growth ETF worth $54.4K as of Q2 2026.
  • Integrity Financial left its iShares MSCI EAFE Growth ETF share count unchanged in Q2 2026.
  • iShares MSCI EAFE Growth ETF made up 0.03% of Integrity Financial's portfolio in Q2 2026, its #207 holding.
  • Integrity Financial first reported a position in iShares MSCI EAFE Growth ETF in Q4 2021 and has held it in 15 quarters since.
  • Integrity Financial's iShares MSCI EAFE Growth ETF position peaked at $83K in Q2 2022.
  • 1,060 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Integrity Financial's 13F filing for Q2 2026, filed 31 Jul 2026.