NFP Retirement Inc’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

NFP Retirement Inc’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	$4.14M	Sell	33,309 -2,997	-8%	-$361K	0.23%	69
2026 Q1	$4.04M	Buy	36,306 +5,010	+16%	+$589K	0.24%	70
2025 Q4	$3.57M	Sell	31,296 -1,108	-3%	-$127K	0.22%	70
2025 Q3	$3.69M	Sell	32,404 -1,539	-5%	-$172K	0.24%	66
2025 Q2	$3.8M	Buy	+33,943	New	+$3.58M	0.25%	63
2023 Q2	–	Sell	-13,182	Closed	-$1.23M	–	233
2023 Q1	$1.23M	Buy	13,182 +6,184	+88%	+$556K	0.25%	82
2022 Q4	$586K	Buy	6,998 +1,447	+26%	+$117K	0.13%	131
2022 Q3	$403K	Buy	+5,551	New	+$453K	0.1%	154

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

NFP Retirement Inc's EFG Position: Q2 2026 in Review

NFP Retirement Inc reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 8.3% in Q2 2026, selling an estimated $361K and leaving 33,309 shares worth $4.14M. The position accounts for 0.23% of the portfolio, ranked #69.

NFP Retirement Inc first reported a position in EFG in Q3 2022 and has held it in 8 quarters since. 1,062 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

NFP Retirement Inc held 33,309 shares of iShares MSCI EAFE Growth ETF worth $4.14M as of Q2 2026.
NFP Retirement Inc sold 2,997 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $361K.
iShares MSCI EAFE Growth ETF made up 0.23% of NFP Retirement Inc's portfolio in Q2 2026, its #69 holding.
NFP Retirement Inc first reported a position in iShares MSCI EAFE Growth ETF in Q3 2022 and has held it in 8 quarters since.
1,062 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on NFP Retirement Inc's 13F filing for Q2 2026, filed 12 Aug 2026.