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

SNS 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 		$2.95M Buy
+23,715
New +$2.86M 0.06% 193
2018
Q4 		– Sell
-2,552
Closed -$204K – 200
2018
Q3 		$204K Sell
2,552
-108
-4% -$8.61K 0.05% 162
2018
Q2 		$210K Sell
2,660
-5,319
-67% -$431K 0.06% 157
2018
Q1 		$641K Sell
7,979
-798
-9% -$65.2K 0.17% 78
2017
Q4 		$709K Sell
8,777
-475
-5% -$37.6K 0.17% 84
2017
Q3 		$716K Buy
9,252
+74
+0.8% +$5.61K 0.18% 84
2017
Q2 		$679K Sell
9,178
-605
-6% -$44.2K 0.18% 92
2017
Q1 		$680K Sell
9,783
-1,365
-12% -$91.4K 0.17% 90
2016
Q4 		$710K Buy
11,148
+1,295
+13% +$83.6K 0.21% 85
2016
Q3 		$674K Buy
9,853
+1,271
+15% +$85.8K 0.2% 73
2016
Q2 		$561K Buy
8,582
+407
+5% +$26.9K 0.14% 80
2016
Q1 		$538K Sell
8,175
-7
-0.1% -$443 0.14% 74
2015
Q4 		$549K Buy
8,182
+642
+9% +$43.5K 0.14% 74
2015
Q3 		$481K Buy
7,540
+160
+2% +$10.9K 0.13% 80
2015
Q2 		$516K Buy
+7,380
New +$536K 0.16% 74

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

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

SNS Financial Group opened a new position in iShares MSCI EAFE Growth ETF (EFG) in Q2 2026: 23,715 shares worth $2.95M. The stake represents 0.06% of the portfolio and ranks #193 among its holdings. This is a return to the name: SNS Financial Group previously reported a position in EFG as recently as Q3 2018.

SNS Financial Group first reported a position in EFG in Q2 2015 and has held it in 15 quarters since. 1,063 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • SNS Financial Group held 23,715 shares of iShares MSCI EAFE Growth ETF worth $2.95M as of Q2 2026.
  • iShares MSCI EAFE Growth ETF was a new SNS Financial Group position in Q2 2026.
  • iShares MSCI EAFE Growth ETF made up 0.06% of SNS Financial Group's portfolio in Q2 2026, its #193 holding.
  • SNS Financial Group first reported a position in iShares MSCI EAFE Growth ETF in Q2 2015 and has held it in 15 quarters since.
  • 1,063 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on SNS Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.