Sagespring Wealth Partners’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Sagespring Wealth Partners’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	$7.85M	Sell	63,066 -327	-0.5%	-$39.4K	0.12%	99
2026 Q1	$7.06M	Sell	63,393 -198,795	-76%	-$23.4M	0.13%	94
2025 Q4	$7.28M	Sell	262,188 -408,585	-61%	-$46.8M	0.13%	89
2025 Q3	$53.8M	Buy	670,773 +225,601	+51%	+$25.1M	1.05%	23
2025 Q2	$49.9M	Buy	445,172 +18,261	+4%	+$1.93M	1.07%	21
2025 Q1	$42.7M	Sell	426,911 -284,549	-40%	-$29M	1.08%	21
2024 Q4	$68.9M	Buy	+711,460	New	+$72.3M	1.82%	14

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

Sagespring Wealth Partners's EFG Position: Q2 2026 in Review

Sagespring Wealth Partners reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 0.52% in Q2 2026, selling an estimated $39.4K and leaving 63,066 shares worth $7.85M. The position accounts for 0.12% of the portfolio, ranked #99.

Sagespring Wealth Partners first reported a position in EFG in Q4 2024 and has held it in 7 quarters since. The position peaked at $68.9M in Q4 2024. 1,059 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Sagespring Wealth Partners held 63,066 shares of iShares MSCI EAFE Growth ETF worth $7.85M as of Q2 2026.
Sagespring Wealth Partners sold 327 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $39.4K.
iShares MSCI EAFE Growth ETF made up 0.12% of Sagespring Wealth Partners's portfolio in Q2 2026, its #99 holding.
Sagespring Wealth Partners first reported a position in iShares MSCI EAFE Growth ETF in Q4 2024 and has held it in 7 quarters since.
Sagespring Wealth Partners's iShares MSCI EAFE Growth ETF position peaked at $68.9M in Q4 2024.
1,059 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.