SignatureFD’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

SignatureFD’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	$2.99K	Buy	24 +15	+167%	+$1.81K	﹤0.01%	3036
2026 Q1	$1K	Hold	9	–	–	﹤0.01%	3213
2025 Q4	$1.02K	Hold	9	–	–	﹤0.01%	3116
2025 Q3	$1.02K	Hold	9	–	–	﹤0.01%	3080
2025 Q2	$1.01K	Hold	9	–	–	﹤0.01%	3022
2025 Q1	$900	Hold	9	–	–	﹤0.01%	3062
2024 Q4	$871	Sell	9 -95	-91%	-$9.65K	﹤0.01%	3056
2024 Q3	$11.2K	Sell	104 -66	-39%	-$6.85K	﹤0.01%	2291
2024 Q2	$17.4K	Hold	170	–	–	﹤0.01%	2038
2024 Q1	$17.6K	Buy	170 +86	+102%	+$8.56K	﹤0.01%	2062
2023 Q4	$8.13K	Sell	84 -54	-39%	-$4.84K	﹤0.01%	2348
2023 Q3	$11.9K	Buy	+138	New	+$12.7K	﹤0.01%	2110
2022 Q2	–	Sell	-13	Closed	-$1K	–	3165
2022 Q1	$1K	Sell	13 -555	-98%	-$54.6K	﹤0.01%	2972
2021 Q4	$63K	Buy	568 +288	+103%	+$31.5K	﹤0.01%	1228
2021 Q3	$30K	Buy	280 +195	+229%	+$21.5K	﹤0.01%	1553
2021 Q2	$9K	Buy	85 +9	+12%	+$956	﹤0.01%	2025
2021 Q1	$8K	Sell	76 -191	-72%	-$19.4K	﹤0.01%	1941
2020 Q4	$27K	Buy	267 +169	+172%	+$16K	﹤0.01%	1335
2020 Q3	$9K	Hold	98	–	–	﹤0.01%	1665
2020 Q2	$8K	Sell	98 -2,326	-96%	-$182K	﹤0.01%	1637
2020 Q1	$172K	Buy	2,424 +2,203	+997%	+$178K	0.01%	457
2019 Q4	$19K	Buy	221 +126	+133%	+$10.5K	﹤0.01%	1290
2019 Q3	$8K	Buy	95 +10	+12%	+$800	﹤0.01%	1491
2019 Q2	$7K	Buy	+85	New	+$6.71K	﹤0.01%	1494
2019 Q1	–	Sell	-758	Closed	-$52K	–	1990
2018 Q4	$52K	Buy	+758	New	+$55.2K	﹤0.01%	828
2016 Q3	–	Sell	-5,291	Closed	-$346K	–	1588
2016 Q2	$346K	Buy	5,291 +725	+16%	+$47.9K	0.05%	116
2016 Q1	$300K	Sell	4,566 -380	-8%	-$24K	0.05%	129
2015 Q4	$332K	Buy	+4,946	New	+$335K	0.06%	92

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

SignatureFD's EFG Position: Q2 2026 in Review

SignatureFD increased its iShares MSCI EAFE Growth ETF (EFG) stake by 167% in Q2 2026, buying an estimated $1.81K and bringing the position to 24 shares worth $2.99K. The position accounts for ﹤0.01% of the portfolio, ranked #3036.

SignatureFD first reported a position in EFG in Q4 2015 and has held it in 28 quarters since. The position peaked at $346K in Q2 2016. 372 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

SignatureFD held 24 shares of iShares MSCI EAFE Growth ETF worth $2.99K as of Q2 2026.
SignatureFD bought 15 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $1.81K.
iShares MSCI EAFE Growth ETF made up ﹤0.01% of SignatureFD's portfolio in Q2 2026, its #3036 holding.
SignatureFD first reported a position in iShares MSCI EAFE Growth ETF in Q4 2015 and has held it in 28 quarters since.
SignatureFD's iShares MSCI EAFE Growth ETF position peaked at $346K in Q2 2016.
372 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on SignatureFD's 13F filing for Q2 2026, filed 24 Jul 2026.