Scissortail Wealth Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Scissortail Wealth Management’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	$2.29M	Buy	+18,439	New	+$2.22M	0.44%	54
2025 Q3	–	Sell	-27,934	Closed	-$3.13M	–	117
2025 Q2	$3.13M	Buy	27,934 +871	+3%	+$91.9K	0.75%	41
2025 Q1	$2.71M	Sell	27,063 -14,299	-35%	-$1.46M	0.7%	45
2024 Q4	$4.01M	Buy	41,362 +40,939	+9,678%	+$4.16M	1.03%	34
2024 Q3	$4.22M	Sell	423 -26,881	-98%	-$2.79M	1.02%	38
2024 Q2	$2.79M	Buy	27,304 +291	+1%	+$29.7K	0.71%	46
2024 Q1	$2.8M	Buy	+27,013	New	+$2.69M	0.74%	46
2022 Q4	–	Sell	-33,722	Closed	-$2.55M	–	133
2022 Q3	$2.55M	Buy	+33,722	New	+$2.75M	1.32%	28
2022 Q2	–	Sell	-24,053	Closed	-$2.08M	–	127
2022 Q1	$2.08M	Buy	+24,053	New	+$2.36M	1.02%	33

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

Scissortail Wealth Management's EFG Position: Q2 2026 in Review

Scissortail Wealth Management opened a new position in iShares MSCI EAFE Growth ETF (EFG) in Q2 2026: 18,439 shares worth $2.29M. The stake represents 0.44% of the portfolio and ranks #54 among its holdings. This is a return to the name: Scissortail Wealth Management previously reported a position in EFG as recently as Q2 2025.

Scissortail Wealth Management first reported a position in EFG in Q1 2022 and has held it in 9 quarters since. The position peaked at $4.22M in Q3 2024. 1,062 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Scissortail Wealth Management held 18,439 shares of iShares MSCI EAFE Growth ETF worth $2.29M as of Q2 2026.
iShares MSCI EAFE Growth ETF was a new Scissortail Wealth Management position in Q2 2026.
iShares MSCI EAFE Growth ETF made up 0.44% of Scissortail Wealth Management's portfolio in Q2 2026, its #54 holding.
Scissortail Wealth Management first reported a position in iShares MSCI EAFE Growth ETF in Q1 2022 and has held it in 9 quarters since.
Scissortail Wealth Management's iShares MSCI EAFE Growth ETF position peaked at $4.22M in Q3 2024.
1,062 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Scissortail Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.