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Koss-Olinger Consulting’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Koss-Olinger Consulting’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 		$886K Sell
7,123
-62,119
-90% -$7.49M 0.07% 66
2026
Q1 		$7.71M Sell
69,242
-291,485
-81% -$34.3M 0.65% 20
2025
Q4 		$41.1M Buy
360,727
+256,770
+247% +$29.4M 3.18% 7
2025
Q3 		$11.6M Sell
103,957
-571
-0.5% -$63.6K 0.96% 22
2025
Q2 		$11.7M Sell
104,528
-5,284
-5% -$557K 0.96% 22
2025
Q1 		$11M Buy
109,812
+336
+0.3% +$34.3K 0.93% 23
2024
Q4 		$10.6M Buy
109,476
+640
+0.6% +$65K 0.93% 22
2024
Q3 		$11.7M Buy
108,836
+670
+0.6% +$69.5K 1.02% 21
2024
Q2 		$11.1M Buy
+108,166
New +$11.1M 1.02% 21
2024
Q1 		– Sell
-113,190
Closed -$11M – 119
2023
Q4 		$11M Buy
113,190
+11,101
+11% +$995K 1.08% 19
2023
Q3 		$8.81M Sell
102,089
-1,476
-1% -$136K 1.3% 15
2023
Q2 		$9.88M Buy
103,565
+1,073
+1% +$102K 1.15% 14
2023
Q1 		$9.6M Sell
102,492
-90
-0.1% -$8.1K 1.2% 14
2022
Q4 		$8.59M Buy
102,582
+71,305
+228% +$5.76M 1.24% 13
2022
Q3 		$2.27M Buy
31,277
+21,454
+218% +$1.75M 0.39% 21
2022
Q2 		$791K Sell
9,823
-23,491
-71% -$2.04M 0.14% 62
2022
Q1 		$3.21M Buy
33,314
+22,079
+197% +$2.17M 0.52% 17
2021
Q4 		$1.24M Sell
11,235
-40
-0.4% -$4.38K 0.19% 42
2021
Q3 		$1.2M Sell
11,275
-13
-0.1% -$1.43K 0.2% 49
2021
Q2 		$1.21M Buy
11,288
+673
+6% +$71.5K 0.18% 68
2021
Q1 		$1.07M Buy
+10,615
New +$1.08M 0.18% 65

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

Koss-Olinger Consulting's EFG Position: Q2 2026 in Review

Koss-Olinger Consulting reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 90% in Q2 2026, selling an estimated $7.49M and leaving 7,123 shares worth $886K. The position accounts for 0.07% of the portfolio, ranked #66.

Koss-Olinger Consulting first reported a position in EFG in Q1 2021 and has held it in 21 quarters since. The position peaked at $41.1M in Q4 2025. 1,056 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Koss-Olinger Consulting held 7,123 shares of iShares MSCI EAFE Growth ETF worth $886K as of Q2 2026.
  • Koss-Olinger Consulting sold 62,119 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $7.49M.
  • iShares MSCI EAFE Growth ETF made up 0.07% of Koss-Olinger Consulting's portfolio in Q2 2026, its #66 holding.
  • Koss-Olinger Consulting first reported a position in iShares MSCI EAFE Growth ETF in Q1 2021 and has held it in 21 quarters since.
  • Koss-Olinger Consulting's iShares MSCI EAFE Growth ETF position peaked at $41.1M in Q4 2025.
  • 1,056 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Koss-Olinger Consulting's 13F filing for Q2 2026, filed 10 Aug 2026.