Phillips Financial Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Phillips Financial 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	$35.1K	Sell	281 -21	-7%	-$2.53K	﹤0.01%	253
2026 Q1	$33.6K	Hold	302	–	–	﹤0.01%	246
2025 Q4	$34.4K	Hold	302	–	–	﹤0.01%	258
2025 Q3	$34.4K	Sell	302 -17	-5%	-$1.9K	﹤0.01%	262
2025 Q2	$35.8K	Sell	319 -1	-0.3%	-$105	﹤0.01%	233
2025 Q1	$32K	Hold	320	–	–	﹤0.01%	226
2024 Q4	$31K	Hold	320	–	–	﹤0.01%	220
2024 Q3	$34.4K	Hold	320	–	–	﹤0.01%	225
2024 Q2	$32.7K	Buy	320 +119	+59%	+$12.2K	﹤0.01%	223
2024 Q1	$20.9K	Sell	201 -54	-21%	-$5.38K	﹤0.01%	229
2023 Q4	$24.7K	Buy	+255	New	+$22.9K	﹤0.01%	207

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

Phillips Financial Management's EFG Position: Q2 2026 in Review

Phillips Financial Management reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 7% in Q2 2026, selling an estimated $2.53K and leaving 281 shares worth $35.1K. The position accounts for ﹤0.01% of the portfolio, ranked #253.

Phillips Financial Management first reported a position in EFG in Q4 2023 and has held it in 11 quarters since. The position peaked at $35.8K in Q2 2025. 1,060 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Phillips Financial Management held 281 shares of iShares MSCI EAFE Growth ETF worth $35.1K as of Q2 2026.
Phillips Financial Management sold 21 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $2.53K.
iShares MSCI EAFE Growth ETF made up ﹤0.01% of Phillips Financial Management's portfolio in Q2 2026, its #253 holding.
Phillips Financial Management first reported a position in iShares MSCI EAFE Growth ETF in Q4 2023 and has held it in 11 quarters since.
Phillips Financial Management's iShares MSCI EAFE Growth ETF position peaked at $35.8K in Q2 2025.
1,060 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Phillips Financial Management's 13F filing for Q2 2026, filed 3 Aug 2026.