SAI
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Savvy Advisors Inc’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Savvy Advisors Inc’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 		$63.1M Buy
507,288
+42,988
+9% +$5.18M 1.34% 10
2026
Q1 		$51.7M Buy
464,300
+285,999
+160% +$33.6M 1.38% 10
2025
Q4 		$20.3M Buy
178,301
+41,637
+30% +$4.77M 0.66% 31
2025
Q3 		$15.6M Buy
136,664
+8,627
+7% +$961K 0.72% 26
2025
Q2 		$14.3M Buy
128,037
+12,279
+11% +$1.3M 0.96% 17
2025
Q1 		$11.6M Sell
115,758
-10,509
-8% -$1.07M 1.16% 15
2024
Q4 		$12.2M Buy
126,267
+31,603
+33% +$3.21M 1.47% 9
2024
Q3 		$10.2M Buy
94,664
+61,622
+186% +$6.39M 2.07% 9
2024
Q2 		$3.38M Buy
33,042
+13,573
+70% +$1.39M 1.1% 16
2024
Q1 		$2.02M Buy
19,469
+8,397
+76% +$836K 1.16% 12
2023
Q4 		$1.07M Buy
+11,072
New +$992K 1.04% 16

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cetera Investment Advisers
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
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Savvy Advisors Inc's EFG Position: Q2 2026 in Review

Savvy Advisors Inc increased its iShares MSCI EAFE Growth ETF (EFG) stake by 9.3% in Q2 2026, buying an estimated $5.18M and bringing the position to 507,288 shares worth $63.1M. The position accounts for 1.34% of the portfolio, ranked #10.

Savvy Advisors Inc first reported a position in EFG in Q4 2023 and has held it in 11 quarters since. 1,060 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Savvy Advisors Inc held 507,288 shares of iShares MSCI EAFE Growth ETF worth $63.1M as of Q2 2026.
  • Savvy Advisors Inc bought 42,988 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $5.18M.
  • iShares MSCI EAFE Growth ETF made up 1.34% of Savvy Advisors Inc's portfolio in Q2 2026, its #10 holding.
  • Savvy Advisors Inc first reported a position in iShares MSCI EAFE Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,060 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.