Peterson Wealth Services’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Peterson Wealth Services’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	$119K	Hold	960	–	–	0.03%	148
2026 Q1	$107K	Hold	960	–	–	0.03%	146
2025 Q4	$109K	Buy	960 +232	+32%	+$26.6K	0.03%	141
2025 Q3	$109K	Sell	728 -232	-24%	-$25.9K	0.03%	146
2025 Q2	$108K	Hold	960	–	–	0.03%	144
2025 Q1	$96K	Hold	960	–	–	0.03%	144
2024 Q4	$93K	Hold	960	–	–	0.03%	144
2024 Q3	$103K	Buy	+960	New	+$99.6K	0.03%	142

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

JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 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

Peterson Wealth Services's EFG Position: Q2 2026 in Review

Peterson Wealth Services held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q2 2026 at 960 shares worth $119K. The position accounts for 0.03% of the portfolio, ranked #148.

Peterson Wealth Services first reported a position in EFG in Q3 2024 and has held it in 8 quarters since. 529 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Peterson Wealth Services held 960 shares of iShares MSCI EAFE Growth ETF worth $119K as of Q2 2026.
Peterson Wealth Services left its iShares MSCI EAFE Growth ETF share count unchanged in Q2 2026.
iShares MSCI EAFE Growth ETF made up 0.03% of Peterson Wealth Services's portfolio in Q2 2026, its #148 holding.
Peterson Wealth Services first reported a position in iShares MSCI EAFE Growth ETF in Q3 2024 and has held it in 8 quarters since.
529 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Peterson Wealth Services's 13F filing for Q2 2026, filed 27 Jul 2026.