LF
EFG icon

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

LifeSteps 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 		$134K Buy
+1,080
New +$130K 0.06% 126
2024
Q2 		– Sell
-256
Closed -$26.6K – 180
2024
Q1 		$26.6K Buy
+256
New +$25.5K 0.02% 202

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

LifeSteps Financial's EFG Position: Q2 2026 in Review

LifeSteps Financial opened a new position in iShares MSCI EAFE Growth ETF (EFG) in Q2 2026: 1,080 shares worth $134K. The stake represents 0.06% of the portfolio and ranks #126 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in EFG as recently as Q1 2024.

LifeSteps Financial first reported a position in EFG in Q1 2024 and has held it in 2 quarters since. 331 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • LifeSteps Financial held 1,080 shares of iShares MSCI EAFE Growth ETF worth $134K as of Q2 2026.
  • iShares MSCI EAFE Growth ETF was a new LifeSteps Financial position in Q2 2026.
  • iShares MSCI EAFE Growth ETF made up 0.06% of LifeSteps Financial's portfolio in Q2 2026, its #126 holding.
  • LifeSteps Financial first reported a position in iShares MSCI EAFE Growth ETF in Q1 2024 and has held it in 2 quarters since.
  • 331 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.