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

Morris Financial Concepts’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	$1.03M	Sell	8,317 -130	-2%	-$15.7K	0.32%	49
2026 Q1	$941K	Sell	8,447 -353	-4%	-$41.5K	0.32%	50
2025 Q4	$1M	Buy	8,800 +109	+1%	+$12.5K	0.35%	48
2025 Q3	$990K	Buy	8,691 +106	+1%	+$11.8K	0.36%	47
2025 Q2	$962K	Buy	8,585 +186	+2%	+$19.6K	0.38%	44
2025 Q1	$840K	Buy	8,399 +1,065	+15%	+$109K	0.35%	46
2024 Q4	$710K	Buy	7,334 +1,020	+16%	+$104K	0.3%	48
2024 Q3	$680K	Buy	6,314 +2,759	+78%	+$286K	0.29%	50
2024 Q2	$364K	Buy	3,555 +3,430	+2,744%	+$351K	0.17%	77
2024 Q1	$13K	Hold	125	–	–	0.01%	135
2023 Q4	$12.1K	Hold	125	–	–	0.01%	133
2023 Q3	$10.8K	Hold	125	–	–	0.01%	125
2023 Q2	$11.9K	Hold	125	–	–	0.01%	126
2023 Q1	$11.7K	Hold	125	–	–	0.01%	124
2022 Q4	$10.5K	Hold	125	–	–	0.01%	118
2022 Q3	$9K	Hold	125	–	–	0.01%	95
2022 Q2	$10K	Hold	125	–	–	0.01%	102
2022 Q1	$12K	Hold	125	–	–	0.01%	98
2021 Q4	$14K	Buy	+125	New	+$13.7K	0.01%	89

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 New York $1.81T AUM 41.13% 1-Year Est. Return

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 Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Morris Financial Concepts's EFG Position: Q2 2026 in Review

Morris Financial Concepts reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 1.5% in Q2 2026, selling an estimated $15.7K and leaving 8,317 shares worth $1.03M. The position accounts for 0.32% of the portfolio, ranked #49.

Morris Financial Concepts first reported a position in EFG in Q4 2021 and has held it in 19 quarters since. 1,062 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Morris Financial Concepts held 8,317 shares of iShares MSCI EAFE Growth ETF worth $1.03M as of Q2 2026.
Morris Financial Concepts sold 130 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $15.7K.
iShares MSCI EAFE Growth ETF made up 0.32% of Morris Financial Concepts's portfolio in Q2 2026, its #49 holding.
Morris Financial Concepts first reported a position in iShares MSCI EAFE Growth ETF in Q4 2021 and has held it in 19 quarters since.
1,062 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Morris Financial Concepts's 13F filing for Q2 2026, filed 29 Jul 2026.