McGlone Suttner Wealth Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

McGlone Suttner Wealth Management’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	$301K	Buy	2,422 +6	+0.2%	+$724	0.04%	163
2026 Q1	$269K	Hold	2,416	–	–	0.04%	170
2025 Q4	$275K	Buy	2,416 +13	+0.5%	+$1.49K	0.04%	162
2025 Q3	$274K	Hold	2,403	–	–	0.04%	172
2025 Q2	$269K	Buy	2,403 +8	+0.3%	+$844	0.04%	162
2025 Q1	$240K	Sell	2,395 -706	-23%	-$72K	0.04%	166
2024 Q4	$300K	Buy	3,101 +826	+36%	+$83.9K	0.05%	138
2024 Q3	$245K	Sell	2,275 -2,393	-51%	-$248K	0.05%	150
2024 Q2	$452K	Buy	4,668 +1,362	+41%	+$139K	0.09%	89
2024 Q1	$343K	Sell	3,306 -1,362	-29%	-$136K	0.06%	120
2023 Q4	$452K	Sell	4,668 -570	-11%	-$51.1K	0.09%	89
2023 Q3	$452K	Sell	5,238 -100	-2%	-$9.22K	0.1%	77
2023 Q2	$509K	Buy	5,338 +35	+0.7%	+$3.33K	0.12%	75
2023 Q1	$497K	Sell	5,303 -217	-4%	-$19.5K	0.13%	73
2022 Q4	$462K	Buy	+5,520	New	+$446K	0.15%	71

Other funds holding EFG

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FSWA

Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return

BAAM

Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

McGlone Suttner Wealth Management's EFG Position: Q2 2026 in Review

McGlone Suttner Wealth Management increased its iShares MSCI EAFE Growth ETF (EFG) stake by 0.25% in Q2 2026, buying an estimated $724 and bringing the position to 2,422 shares worth $301K. The position accounts for 0.04% of the portfolio, ranked #163.

McGlone Suttner Wealth Management first reported a position in EFG in Q4 2022 and has held it in 15 quarters since. The position peaked at $509K in Q2 2023. 464 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

McGlone Suttner Wealth Management held 2,422 shares of iShares MSCI EAFE Growth ETF worth $301K as of Q2 2026.
McGlone Suttner Wealth Management bought 6 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $724.
iShares MSCI EAFE Growth ETF made up 0.04% of McGlone Suttner Wealth Management's portfolio in Q2 2026, its #163 holding.
McGlone Suttner Wealth Management first reported a position in iShares MSCI EAFE Growth ETF in Q4 2022 and has held it in 15 quarters since.
McGlone Suttner Wealth Management's iShares MSCI EAFE Growth ETF position peaked at $509K in Q2 2023.
464 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on McGlone Suttner Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.