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 Q2	$340K	Buy	2,736 +3	+0.1%	+$362	0.04%	138
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 $424B AUM 22.9% 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

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

Rollins Financial Advisors increased its iShares MSCI EAFE Growth ETF (EFG) stake by 0.11% in Q2 2026, buying an estimated $362 and bringing the position to 2,736 shares worth $340K. The position accounts for 0.04% of the portfolio, ranked #138.

Rollins Financial Advisors first reported a position in EFG in Q4 2023 and has held it in 9 quarters since. 1,063 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Rollins Financial Advisors held 2,736 shares of iShares MSCI EAFE Growth ETF worth $340K as of Q2 2026.
Rollins Financial Advisors bought 3 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $362.
iShares MSCI EAFE Growth ETF made up 0.04% of Rollins Financial Advisors's portfolio in Q2 2026, its #138 holding.
Rollins Financial Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q4 2023 and has held it in 9 quarters since.
1,063 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Rollins Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.