Lantz Financial
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
Q3 		$3.79M Sell
31,668
-1,935
-6% -$237K 0.69% 30
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 		$1.04M 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

JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
Financial Synergies Wealth Advisors
Financial Synergies Wealth Advisors Houston, Texas $1.22B AUM 22.8% 1-Year Est. Return
NBT Bank
NBT Bank Norwich, New York $1.47B AUM 18.77% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Waller Financial Planning Group
Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return
Affinity Capital Advisors
Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return
RTD Financial Advisors
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
Cerro Pacific Wealth Advisors
Cerro Pacific Wealth Advisors San Luis Obispo, California $458M AUM 21.87% 1-Year Est. Return
Robinswood Financial
Robinswood Financial Kirkland, Washington $324M AUM 8.63% 1-Year Est. Return

Lantz Financial's EFG Position: Q3 2026 in Review

Lantz Financial reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 5.8% in Q3 2026, selling an estimated $237K and leaving 31,668 shares worth $3.79M. The position accounts for 0.69% of the portfolio, ranked #30.

Lantz Financial first reported a position in EFG in Q4 2020 and has held it in 24 quarters since. The position peaked at $4.18M in Q2 2026. 353 funds tracked by Wall St. Rank hold EFG as of Q3 2026.

  • Lantz Financial held 31,668 shares of iShares MSCI EAFE Growth ETF worth $3.79M as of Q3 2026.
  • Lantz Financial sold 1,935 iShares MSCI EAFE Growth ETF shares in Q3 2026, an estimated $237K.
  • iShares MSCI EAFE Growth ETF made up 0.69% of Lantz Financial's portfolio in Q3 2026, its #30 holding.
  • Lantz Financial first reported a position in iShares MSCI EAFE Growth ETF in Q4 2020 and has held it in 24 quarters since.
  • Lantz Financial's iShares MSCI EAFE Growth ETF position peaked at $4.18M in Q2 2026.
  • 353 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2026.

Based on Lantz Financial's 13F filing for Q3 2026, filed 15 Oct 2026.