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Sequent Planning’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Sequent Planning’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 		$360K Buy
2,891
+148
+5% +$17.8K 0.08% 183
2026
Q1 		$306K Buy
+2,743
New +$323K 0.07% 176

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

Sequent Planning's EFG Position: Q2 2026 in Review

Sequent Planning increased its iShares MSCI EAFE Growth ETF (EFG) stake by 5.4% in Q2 2026, buying an estimated $17.8K and bringing the position to 2,891 shares worth $360K. The position accounts for 0.08% of the portfolio, ranked #183.

Sequent Planning first reported a position in EFG in Q1 2026 and has held it in 2 quarters since. 1,060 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Sequent Planning held 2,891 shares of iShares MSCI EAFE Growth ETF worth $360K as of Q2 2026.
  • Sequent Planning bought 148 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $17.8K.
  • iShares MSCI EAFE Growth ETF made up 0.08% of Sequent Planning's portfolio in Q2 2026, its #183 holding.
  • Sequent Planning first reported a position in iShares MSCI EAFE Growth ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,060 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Sequent Planning's 13F filing for Q2 2026, filed 14 Aug 2026.