Sage Financial Group’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Sage Financial Group’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	$1.37M	Buy	10,982 +1,821	+20%	+$220K	0.08%	54
2026 Q1	$1.02M	Buy	9,161 +225	+3%	+$26.5K	0.07%	56
2025 Q4	$1.02M	Sell	8,936 -50	-0.6%	-$5.73K	0.07%	52
2025 Q3	$1.02M	Buy	8,986 +1,831	+26%	+$204K	0.07%	50
2025 Q2	$801K	Sell	7,155 -196	-3%	-$20.7K	0.06%	54
2025 Q1	$735K	Buy	7,351 +685	+10%	+$69.8K	0.06%	59
2024 Q4	$645K	Sell	6,666 -215	-3%	-$21.8K	0.05%	60
2024 Q3	$741K	Sell	6,881 -94	-1%	-$9.75K	0.06%	58
2024 Q2	$714K	Sell	6,975 -60	-0.9%	-$6.13K	0.06%	57
2024 Q1	$730K	Hold	7,035	–	–	0.07%	57
2023 Q4	$681K	Buy	7,035 +1,737	+33%	+$156K	0.07%	58
2023 Q3	$457K	Hold	5,298	–	–	0.05%	61
2023 Q2	$505K	Sell	5,298 -261	-5%	-$24.8K	0.05%	59
2023 Q1	$521K	Sell	5,559 -174	-3%	-$15.7K	0.06%	61
2022 Q4	$480K	Buy	5,733 +2,360	+70%	+$191K	0.06%	62
2022 Q3	$245K	Sell	3,373 -1,635	-33%	-$133K	0.03%	80
2022 Q2	$403K	Buy	+5,008	New	+$435K	0.05%	61
2022 Q1	–	Sell	-25,239	Closed	-$2.78M	–	76
2021 Q4	$2.78M	Buy	+25,239	New	+$2.76M	0.3%	34

Other funds holding EFG

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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

FSWA

Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

WFPG

Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

Sage Financial Group's EFG Position: Q2 2026 in Review

Sage Financial Group increased its iShares MSCI EAFE Growth ETF (EFG) stake by 20% in Q2 2026, buying an estimated $220K and bringing the position to 10,982 shares worth $1.37M. The position accounts for 0.08% of the portfolio, ranked #54.

Sage Financial Group first reported a position in EFG in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.78M in Q4 2021. 273 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Sage Financial Group held 10,982 shares of iShares MSCI EAFE Growth ETF worth $1.37M as of Q2 2026.
Sage Financial Group bought 1,821 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $220K.
iShares MSCI EAFE Growth ETF made up 0.08% of Sage Financial Group's portfolio in Q2 2026, its #54 holding.
Sage Financial Group first reported a position in iShares MSCI EAFE Growth ETF in Q4 2021 and has held it in 18 quarters since.
Sage Financial Group's iShares MSCI EAFE Growth ETF position peaked at $2.78M in Q4 2021.
273 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Sage Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.