SFS
EFG icon

Security Financial Services’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Security Financial Services’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 		$1.82M Buy
14,668
+11,382
+346% +$1.37M 0.25% 69
2026
Q1 		$366K Buy
3,286
+400
+14% +$47K 0.06% 151
2025
Q4 		$329K Sell
2,886
-22
-0.8% -$2.52K 0.05% 172
2025
Q3 		$331K Sell
2,908
-24,594
-89% -$2.74M 0.05% 168
2025
Q2 		$3.08M Sell
27,502
-1,063
-4% -$112K 0.54% 42
2025
Q1 		$2.86M Sell
28,565
-21,043
-42% -$2.15M 0.57% 41
2024
Q4 		$4.8M Buy
49,608
+10,506
+27% +$1.07M 0.98% 28
2024
Q3 		$4.21M Sell
39,102
-4,916
-11% -$510K 0.86% 28
2024
Q2 		$4.5M Buy
44,018
+18,005
+69% +$1.84M 0.98% 26
2024
Q1 		$2.7M Sell
26,013
-1,879
-7% -$187K 0.61% 38
2023
Q4 		$2.7M Sell
27,892
-14,620
-34% -$1.31M 0.66% 37
2023
Q3 		$3.67M Sell
42,512
-16,785
-28% -$1.55M 1.04% 25
2023
Q2 		$5.66M Buy
59,297
+5,251
+10% +$500K 1.61% 17
2023
Q1 		$5.06M Buy
54,046
+15,887
+42% +$1.43M 1.54% 20
2022
Q4 		$3.2M Sell
38,159
-2,231
-6% -$180K 0.99% 33
2022
Q3 		$2.93M Buy
40,390
+9,598
+31% +$783K 1% 29
2022
Q2 		$2.48M Sell
30,792
-2,622
-8% -$228K 0.79% 37
2022
Q1 		$3.22M Sell
33,414
-26,455
-44% -$2.6M 1.02% 27
2021
Q4 		$6.6M Buy
+59,869
New +$6.56M 2.2% 10

Other funds holding EFG

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
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
ACA
Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return
CPWA
Cerro Pacific Wealth Advisors San Luis Obispo, California $442M AUM 28.96% 1-Year Est. Return
RF
Robinswood Financial Kirkland, Washington $349M AUM 14.9% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return