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

Rollins 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 Q1	$304K	Buy	2,733 +474	+21%	+$55.7K	0.05%	134
2025 Q4	$257K	Hold	2,259	–	–	0.04%	137
2025 Q3	$257K	Hold	2,259	–	–	0.04%	129
2025 Q2	$253K	Buy	+2,259	New	+$238K	0.04%	119
2024 Q4	–	Sell	-2,270	Closed	-$244K	–	137
2024 Q3	$244K	Sell	2,270 -51	-2%	-$5.29K	0.04%	117
2024 Q2	$237K	Sell	2,321 -601	-21%	-$61.4K	0.04%	111
2024 Q1	$303K	Buy	2,922 +47	+2%	+$4.68K	0.06%	93
2023 Q4	$278K	Buy	+2,875	New	+$258K	0.06%	85

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Rollins Financial Advisors's EFG Position: Q1 2026 in Review

Rollins Financial Advisors increased its iShares MSCI EAFE Growth ETF (EFG) stake by 21% in Q1 2026, buying an estimated $55.7K and bringing the position to 2,733 shares worth $304K. The position accounts for 0.05% of the portfolio, ranked #134.

Rollins Financial Advisors first reported a position in EFG in Q4 2023 and has held it in 8 quarters since. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

Rollins Financial Advisors held 2,733 shares of iShares MSCI EAFE Growth ETF worth $304K as of Q1 2026.
Rollins Financial Advisors bought 474 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $55.7K.
iShares MSCI EAFE Growth ETF made up 0.05% of Rollins Financial Advisors's portfolio in Q1 2026, its #134 holding.
Rollins Financial Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q4 2023 and has held it in 8 quarters since.
1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Rollins Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.