RFP
EFG icon

RCS Financial Planning’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

RCS Financial Planning’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 		$874K Buy
7,023
+13
+0.2% +$1.57K 0.41% 46
2026
Q1 		$781K Buy
7,010
+71
+1% +$8.35K 0.41% 47
2025
Q4 		$791K Sell
6,939
-964
-12% -$111K 0.34% 52
2025
Q3 		$900K Sell
7,903
-8,985
-53% -$1M 0.4% 46
2025
Q2 		$1.89M Sell
16,888
-485
-3% -$51.2K 0.94% 24
2025
Q1 		$1.74M Sell
17,373
-9,276
-35% -$946K 0.92% 28
2024
Q4 		$2.58M Buy
26,649
+4,380
+20% +$445K 1.37% 20
2024
Q3 		$2.4M Sell
22,269
-1,762
-7% -$183K 1.33% 19
2024
Q2 		$2.46M Buy
24,031
+4,995
+26% +$511K 1.45% 16
2024
Q1 		$1.98M Sell
19,036
-1,257
-6% -$125K 1.22% 19
2023
Q4 		$1.97M Sell
20,293
-2,682
-12% -$240K 1.29% 16
2023
Q3 		$1.98M Buy
22,975
+1,085
+5% +$100K 1.51% 16
2023
Q2 		$2.09M Buy
21,890
+3,546
+19% +$337K 1.72% 13
2023
Q1 		$1.72M Buy
18,344
+5,841
+47% +$525K 1.52% 16
2022
Q4 		$1.05M Buy
+12,503
New +$1.01M 1.02% 23

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

RCS Financial Planning's EFG Position: Q2 2026 in Review

RCS Financial Planning increased its iShares MSCI EAFE Growth ETF (EFG) stake by 0.19% in Q2 2026, buying an estimated $1.57K and bringing the position to 7,023 shares worth $874K. The position accounts for 0.41% of the portfolio, ranked #46.

RCS Financial Planning first reported a position in EFG in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.58M in Q4 2024. 1,056 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • RCS Financial Planning held 7,023 shares of iShares MSCI EAFE Growth ETF worth $874K as of Q2 2026.
  • RCS Financial Planning bought 13 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $1.57K.
  • iShares MSCI EAFE Growth ETF made up 0.41% of RCS Financial Planning's portfolio in Q2 2026, its #46 holding.
  • RCS Financial Planning first reported a position in iShares MSCI EAFE Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • RCS Financial Planning's iShares MSCI EAFE Growth ETF position peaked at $2.58M in Q4 2024.
  • 1,056 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on RCS Financial Planning's 13F filing for Q2 2026, filed 22 Jul 2026.