Scarborough Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Scarborough 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	$705K	Sell	5,706 -636	-10%	-$76.7K	0.08%	83
2026 Q1	$706K	Buy	+6,342	New	+$746K	0.08%	90
2025 Q2	–	Sell	-96,991	Closed	-$9.7M	–	468
2025 Q1	$9.7M	Sell	96,991 -67,542	-41%	-$6.88M	1.38%	25
2024 Q4	$15.9M	Buy	164,533 +27,753	+20%	+$2.82M	2.25%	13
2024 Q3	$14.7M	Buy	+136,780	New	+$14.2M	2.38%	12
2024 Q1	–	Sell	-35,585	Closed	-$3.45M	–	470
2023 Q4	$3.45M	Sell	35,585 -25,405	-42%	-$2.28M	0.71%	33
2023 Q3	$5.26M	Sell	60,990 -15,483	-20%	-$1.43M	1.28%	20
2023 Q2	$7.3M	Buy	76,473 +3,405	+5%	+$324K	1.75%	19
2023 Q1	$6.85M	Buy	73,068 +34,489	+89%	+$3.1M	1.72%	20
2022 Q4	$3.23M	Sell	38,579 -9,597	-20%	-$776K	0.87%	30
2022 Q3	$3.5M	Buy	48,176 +12,741	+36%	+$1.04M	1.09%	28
2022 Q2	$2.85M	Sell	35,435 -2,748	-7%	-$239K	0.97%	25
2022 Q1	$3.68M	Sell	38,183 -22,483	-37%	-$2.21M	1.17%	23
2021 Q4	$6.69M	Buy	+60,666	New	+$6.64M	2.3%	17

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

Scarborough Advisors's EFG Position: Q2 2026 in Review

Scarborough Advisors reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 10% in Q2 2026, selling an estimated $76.7K and leaving 5,706 shares worth $705K. The position accounts for 0.08% of the portfolio, ranked #83.

Scarborough Advisors first reported a position in EFG in Q4 2021 and has held it in 14 quarters since. The position peaked at $15.9M in Q4 2024. 280 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Scarborough Advisors held 5,706 shares of iShares MSCI EAFE Growth ETF worth $705K as of Q2 2026.
Scarborough Advisors sold 636 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $76.7K.
iShares MSCI EAFE Growth ETF made up 0.08% of Scarborough Advisors's portfolio in Q2 2026, its #83 holding.
Scarborough Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q4 2021 and has held it in 14 quarters since.
Scarborough Advisors's iShares MSCI EAFE Growth ETF position peaked at $15.9M in Q4 2024.
280 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Scarborough Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.