Savant Capital’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Savant Capital’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	$4.23M	Buy	33,973 +4,877	+17%	+$588K	0.01%	438
2026 Q1	$3.24M	Buy	29,096 +318	+1%	+$37.4K	0.02%	340
2025 Q4	$3.28M	Sell	28,778 -1,313	-4%	-$151K	0.02%	313
2025 Q3	$3.43M	Sell	30,091 -664	-2%	-$74K	0.02%	289
2025 Q2	$3.44M	Sell	30,755 -398	-1%	-$42K	0.02%	263
2025 Q1	$3.12M	Sell	31,153 -1,067	-3%	-$109K	0.03%	253
2024 Q4	$3.12M	Sell	32,220 -1,059	-3%	-$108K	0.02%	315
2024 Q3	$3.58M	Sell	33,279 -1,824	-5%	-$189K	0.03%	284
2024 Q2	$3.59M	Sell	35,103 -2,419	-6%	-$247K	0.04%	245
2024 Q1	$3.89M	Sell	37,522 -6,066	-14%	-$604K	0.04%	218
2023 Q4	$4.22M	Sell	43,588 -2,597	-6%	-$233K	0.05%	188
2023 Q3	$3.99M	Buy	46,185 +858	+2%	+$79.1K	0.06%	185
2023 Q2	$4.32M	Buy	+45,327	New	+$4.31M	0.07%	173

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

Savant Capital's EFG Position: Q2 2026 in Review

Savant Capital increased its iShares MSCI EAFE Growth ETF (EFG) stake by 17% in Q2 2026, buying an estimated $588K and bringing the position to 33,973 shares worth $4.23M. The position accounts for 0.01% of the portfolio, ranked #438.

Savant Capital first reported a position in EFG in Q2 2023 and has held it in 13 quarters since. The position peaked at $4.32M in Q2 2023. 1,056 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Savant Capital held 33,973 shares of iShares MSCI EAFE Growth ETF worth $4.23M as of Q2 2026.
Savant Capital bought 4,877 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $588K.
iShares MSCI EAFE Growth ETF made up 0.01% of Savant Capital's portfolio in Q2 2026, its #438 holding.
Savant Capital first reported a position in iShares MSCI EAFE Growth ETF in Q2 2023 and has held it in 13 quarters since.
Savant Capital's iShares MSCI EAFE Growth ETF position peaked at $4.32M in Q2 2023.
1,056 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.