LFG
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Larson Financial Group’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Larson 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 		$66.7K Sell
536
-936
-64% -$113K ﹤0.01% 1391
2026
Q1 		$164K Sell
1,472
-3,243
-69% -$381K 0.01% 783
2025
Q4 		$537K Sell
4,715
-1,278
-21% -$147K 0.02% 439
2025
Q3 		$682K Sell
5,993
-2,040
-25% -$227K 0.02% 389
2025
Q2 		$900K Sell
8,033
-1,202
-13% -$127K 0.04% 312
2025
Q1 		$923K Sell
9,235
-979
-10% -$99.8K 0.04% 274
2024
Q4 		$989K Sell
10,214
-1,650
-14% -$168K 0.05% 244
2024
Q3 		$1.28M Sell
11,864
-619
-5% -$64.2K 0.07% 205
2024
Q2 		$1.28M Buy
12,483
+14
+0.1% +$1.43K 0.09% 179
2024
Q1 		$1.29M Sell
12,469
-189
-1% -$18.8K 0.1% 156
2023
Q4 		$1.23M Buy
12,658
+767
+6% +$68.7K 0.11% 153
2023
Q3 		$1.03M Sell
11,891
-198
-2% -$18.3K 0.1% 154
2023
Q2 		$1.15M Sell
12,089
-109
-0.9% -$10.4K 0.12% 150
2023
Q1 		$1.14M Sell
12,198
-1,011
-8% -$90.9K 0.12% 143
2022
Q4 		$1.11M Sell
13,209
-6,680
-34% -$540K 0.13% 145
2022
Q3 		$1.44M Sell
19,889
-629
-3% -$51.3K 0.21% 94
2022
Q2 		$1.65M Sell
20,518
-43
-0.2% -$3.73K 0.29% 48
2022
Q1 		$1.98M Buy
20,561
+545
+3% +$53.6K 0.32% 46
2021
Q4 		$2.21M Buy
20,016
+5,061
+34% +$554K 0.35% 46
2021
Q3 		$1.59M Buy
14,955
+9,436
+171% +$1.04M 0.32% 43
2021
Q2 		$592K Buy
5,519
+1,348
+32% +$143K 0.14% 66
2021
Q1 		$419K Buy
4,171
+2,405
+136% +$245K 0.12% 69
2020
Q4 		$178K Buy
1,766
+1,035
+142% +$97.9K 0.06% 105
2020
Q3 		$66K Buy
731
+598
+450% +$53K 0.03% 164
2020
Q2 		$11K Sell
133
-15
-10% -$1.17K 0.01% 375
2020
Q1 		$11K Buy
148
+8
+6% +$648 0.01% 279
2019
Q4 		$12K Buy
140
+97
+226% +$8.09K 0.01% 277
2019
Q3 		$3K Hold
43
– – ﹤0.01% 401
2019
Q2 		$3K Buy
43
+3
+8% +$237 ﹤0.01% 352
2019
Q1 		$3K Buy
40
+5
+14% +$371 ﹤0.01% 341
2018
Q4 		$2K Buy
+35
New +$2.55K ﹤0.01% 350

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

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

Larson Financial Group reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 64% in Q2 2026, selling an estimated $113K and leaving 536 shares worth $66.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1391.

Larson Financial Group first reported a position in EFG in Q4 2018 and has held it in 31 quarters since. The position peaked at $2.21M in Q4 2021. 1,056 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Larson Financial Group held 536 shares of iShares MSCI EAFE Growth ETF worth $66.7K as of Q2 2026.
  • Larson Financial Group sold 936 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $113K.
  • iShares MSCI EAFE Growth ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1391 holding.
  • Larson Financial Group first reported a position in iShares MSCI EAFE Growth ETF in Q4 2018 and has held it in 31 quarters since.
  • Larson Financial Group's iShares MSCI EAFE Growth ETF position peaked at $2.21M in Q4 2021.
  • 1,056 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.