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

Pettinga Financial Advisors’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 		$381K Hold
3,058
– – 0.06% 110
2026
Q1 		$341K Sell
3,058
-85
-3% -$10K 0.06% 111
2025
Q4 		$358K Sell
3,143
-869
-22% -$99.6K 0.07% 105
2025
Q3 		$457K Sell
4,012
-62,193
-94% -$6.93M 0.09% 96
2025
Q2 		$7.41M Sell
66,205
-8,190
-11% -$864K 1.63% 22
2025
Q1 		$7.44M Sell
74,395
-117,002
-61% -$11.9M 1.75% 18
2024
Q4 		$18.5M Buy
191,397
+34,137
+22% +$3.47M 4.19% 5
2024
Q3 		$16.9M Sell
157,260
-20,970
-12% -$2.18M 4.01% 6
2024
Q2 		$18.2M Buy
178,230
+75,399
+73% +$7.71M 4.57% 5
2024
Q1 		$10.7M Sell
102,831
-9,853
-9% -$981K 2.72% 10
2023
Q4 		$10.9M Sell
112,684
-86,230
-43% -$7.73M 2.93% 8
2023
Q3 		$17.2M Sell
198,914
-38,490
-16% -$3.55M 5.19% 5
2023
Q2 		$22.7M Sell
237,404
-3,193
-1% -$304K 6.72% 4
2023
Q1 		$22.5M Buy
240,597
+83,279
+53% +$7.49M 7.03% 4
2022
Q4 		$13.2M Sell
157,318
-26,151
-14% -$2.11M 4.3% 4
2022
Q3 		$13.3M Buy
183,469
+49,710
+37% +$4.05M 4.58% 4
2022
Q2 		$10.8M Buy
133,759
+1,921
+1% +$167K 3.23% 4
2022
Q1 		$12.7M Sell
131,838
-83,299
-39% -$8.19M 3.18% 6
2021
Q4 		$23.7M Buy
215,137
+1,392
+0.7% +$152K 5.77% 4
2021
Q3 		$22.8M Buy
213,745
+61,483
+40% +$6.77M 5.8% 4
2021
Q2 		$16.3M Buy
152,262
+6,331
+4% +$673K 4.38% 5
2021
Q1 		$14.7M Buy
145,931
+19,440
+15% +$1.98M 4.27% 5
2020
Q4 		$12.8M Sell
126,491
-3,223
-2% -$305K 4.57% 7
2020
Q3 		$11.7M Buy
129,714
+19,408
+18% +$1.72M 4.94% 6
2020
Q2 		$9.17M Buy
+110,306
New +$8.61M 4.43% 7

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cetera Investment Advisers
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
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Pettinga Financial Advisors's EFG Position: Q2 2026 in Review

Pettinga Financial Advisors held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q2 2026 at 3,058 shares worth $381K. The position accounts for 0.06% of the portfolio, ranked #110.

Pettinga Financial Advisors first reported a position in EFG in Q2 2020 and has held it in 25 quarters since. The position peaked at $23.7M in Q4 2021. 1,057 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Pettinga Financial Advisors held 3,058 shares of iShares MSCI EAFE Growth ETF worth $381K as of Q2 2026.
  • Pettinga Financial Advisors left its iShares MSCI EAFE Growth ETF share count unchanged in Q2 2026.
  • iShares MSCI EAFE Growth ETF made up 0.06% of Pettinga Financial Advisors's portfolio in Q2 2026, its #110 holding.
  • Pettinga Financial Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q2 2020 and has held it in 25 quarters since.
  • Pettinga Financial Advisors's iShares MSCI EAFE Growth ETF position peaked at $23.7M in Q4 2021.
  • 1,057 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Pettinga Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.