LF
EFG icon

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

Lantz 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 		$4.18M Buy
33,603
+6,219
+23% +$750K 0.77% 28
2026
Q1 		$3.05M Buy
27,384
+18,892
+222% +$2.22M 0.63% 35
2025
Q4 		$967K Sell
8,492
-4,018
-32% -$461K 0.2% 117
2025
Q3 		$1.42M Sell
12,510
-14,675
-54% -$1.64M 0.32% 89
2025
Q2 		$3.04M Sell
27,185
-2,055
-7% -$217K 0.76% 31
2025
Q1 		$2.92M Sell
29,240
-12,230
-29% -$1.25M 0.8% 30
2024
Q4 		$4.02M Buy
41,470
+5,256
+15% +$534K 1.07% 20
2024
Q3 		$3.9M Buy
36,214
+98
+0.3% +$10.2K 1.06% 19
2024
Q2 		$3.69M Buy
36,116
+11,481
+47% +$1.17M 1.15% 18
2024
Q1 		$2.56M Buy
24,635
+1,335
+6% +$133K 0.82% 26
2023
Q4 		$2.26M Sell
23,300
-8,327
-26% -$746K 0.82% 24
2023
Q3 		$2.73M Sell
31,627
-4,739
-13% -$437K 1.09% 19
2023
Q2 		$3.47M Buy
36,366
+1,563
+4% +$149K 1.36% 14
2023
Q1 		$3.26M Buy
34,803
+11,367
+49% +$1.02M 1.36% 15
2022
Q4 		$1.96M Sell
23,436
-3,112
-12% -$252K 0.89% 26
2022
Q3 		$1.93M Buy
26,548
+8,024
+43% +$655K 1% 21
2022
Q2 		$1.49M Buy
18,524
+3,690
+25% +$320K 0.67% 44
2022
Q1 		$1.43M Sell
14,834
-5,003
-25% -$492K 0.58% 54
2021
Q4 		$2.19M Buy
19,837
+4,299
+28% +$471K 1.01% 19
2021
Q3 		$1.65M Buy
15,538
+5,890
+61% +$648K 0.85% 31
2021
Q2 		$1.03M Buy
9,648
+5,519
+134% +$586K 0.53% 55
2021
Q1 		$415K Buy
4,129
+2,007
+95% +$204K 0.24% 83
2020
Q4 		$214K Buy
+2,122
New +$201K 0.13% 115

Other funds holding EFG

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
FSWA
Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

Lantz Financial's EFG Position: Q2 2026 in Review

Lantz Financial increased its iShares MSCI EAFE Growth ETF (EFG) stake by 23% in Q2 2026, buying an estimated $750K and bringing the position to 33,603 shares worth $4.18M. The position accounts for 0.77% of the portfolio, ranked #28.

Lantz Financial first reported a position in EFG in Q4 2020 and has held it in 23 quarters since. 273 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Lantz Financial held 33,603 shares of iShares MSCI EAFE Growth ETF worth $4.18M as of Q2 2026.
  • Lantz Financial bought 6,219 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $750K.
  • iShares MSCI EAFE Growth ETF made up 0.77% of Lantz Financial's portfolio in Q2 2026, its #28 holding.
  • Lantz Financial first reported a position in iShares MSCI EAFE Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • 273 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Lantz Financial's 13F filing for Q2 2026, filed 9 Jul 2026.