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Shum Financial Group’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Shum Financial Group’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 		$3.41M Buy
27,393
+3,489
+15% +$421K 2.05% 14
2026
Q1 		$2.66M Buy
23,904
+1,478
+7% +$174K 1.88% 18
2025
Q4 		$2.55M Buy
22,426
+3,420
+18% +$392K 1.84% 17
2025
Q3 		$2.16M Buy
+19,006
New +$2.12M 1.61% 20
2025
Q1 		$1.61M Buy
16,136
+465
+3% +$47.4K 1.4% 22
2024
Q4 		$1.52M Buy
15,671
+1,159
+8% +$118K 1.31% 25
2024
Q3 		$1.48M Buy
+14,512
New +$1.51M 1.24% 25

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JC
JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

Shum Financial Group's EFG Position: Q2 2026 in Review

Shum Financial Group increased its iShares MSCI EAFE Growth ETF (EFG) stake by 15% in Q2 2026, buying an estimated $421K and bringing the position to 27,393 shares worth $3.41M. The position accounts for 2.05% of the portfolio, ranked #14.

Shum Financial Group first reported a position in EFG in Q3 2024 and has held it in 7 quarters since. 684 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Shum Financial Group held 27,393 shares of iShares MSCI EAFE Growth ETF worth $3.41M as of Q2 2026.
  • Shum Financial Group bought 3,489 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $421K.
  • iShares MSCI EAFE Growth ETF made up 2.05% of Shum Financial Group's portfolio in Q2 2026, its #14 holding.
  • Shum Financial Group first reported a position in iShares MSCI EAFE Growth ETF in Q3 2024 and has held it in 7 quarters since.
  • 684 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Shum Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.