SFSG
EFG icon

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

Sound Financial Strategies 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 		$970K Buy
7,798
+35
+0.5% +$4.22K 0.62% 35
2026
Q1 		$865K Buy
7,763
+2,889
+59% +$340K 0.59% 39
2025
Q4 		$555K Buy
4,874
+7
+0.1% +$803 0.39% 83
2025
Q3 		$554K Buy
4,867
+201
+4% +$22.4K 0.4% 85
2025
Q2 		$523K Buy
4,666
+12
+0.3% +$1.27K 0.44% 83
2025
Q1 		$465K Buy
4,654
+614
+15% +$62.6K 0.42% 85
2024
Q4 		$391K Sell
4,040
-401
-9% -$40.8K 0.33% 76
2024
Q3 		$478K Sell
4,441
-28
-0.6% -$2.9K 0.38% 73
2024
Q2 		$457K Buy
+4,469
New +$457K 0.4% 70
2023
Q3 		– Sell
-23,903
Closed -$2.28M – 75
2023
Q2 		$2.28M Sell
23,903
-27,929
-54% -$2.66M 1.67% 6
2023
Q1 		$4.86M Buy
51,832
+51,816
+323,850% +$4.66M 3.24% 4
2022
Q4 		$1.34K Buy
+16
New +$1.29K ﹤0.01% 60
2022
Q3 		– Sell
-16
Closed -$1K – 36
2022
Q2 		$1K Sell
16
-682
-98% -$59.2K ﹤0.01% 41
2022
Q1 		$67K Sell
698
-25,431
-97% -$2.5M 0.04% 60
2021
Q4 		$2.88M Sell
26,129
-360
-1% -$39.4K 1.44% 6
2021
Q3 		$2.82M Sell
26,489
-6,388
-19% -$703K 1.42% 8
2021
Q2 		$3.53M Buy
+32,877
New +$3.49M 1.76% 8

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

Sound Financial Strategies Group's EFG Position: Q2 2026 in Review

Sound Financial Strategies Group increased its iShares MSCI EAFE Growth ETF (EFG) stake by 0.45% in Q2 2026, buying an estimated $4.22K and bringing the position to 7,798 shares worth $970K. The position accounts for 0.62% of the portfolio, ranked #35.

Sound Financial Strategies Group first reported a position in EFG in Q2 2021 and has held it in 17 quarters since. The position peaked at $4.86M in Q1 2023. 1,063 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Sound Financial Strategies Group held 7,798 shares of iShares MSCI EAFE Growth ETF worth $970K as of Q2 2026.
  • Sound Financial Strategies Group bought 35 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $4.22K.
  • iShares MSCI EAFE Growth ETF made up 0.62% of Sound Financial Strategies Group's portfolio in Q2 2026, its #35 holding.
  • Sound Financial Strategies Group first reported a position in iShares MSCI EAFE Growth ETF in Q2 2021 and has held it in 17 quarters since.
  • Sound Financial Strategies Group's iShares MSCI EAFE Growth ETF position peaked at $4.86M in Q1 2023.
  • 1,063 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Sound Financial Strategies Group's 13F filing for Q2 2026, filed 10 Aug 2026.