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 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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Sound Financial Strategies Group's EFG Position: Q1 2026 in Review

Sound Financial Strategies Group increased its iShares MSCI EAFE Growth ETF (EFG) stake by 59% in Q1 2026, buying an estimated $340K and bringing the position to 7,763 shares worth $865K. The position accounts for 0.59% of the portfolio, ranked #39.

Sound Financial Strategies Group first reported a position in EFG in Q2 2021 and has held it in 16 quarters since. The position peaked at $4.86M in Q1 2023. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

Sound Financial Strategies Group held 7,763 shares of iShares MSCI EAFE Growth ETF worth $865K as of Q1 2026.
Sound Financial Strategies Group bought 2,889 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $340K.
iShares MSCI EAFE Growth ETF made up 0.59% of Sound Financial Strategies Group's portfolio in Q1 2026, its #39 holding.
Sound Financial Strategies Group first reported a position in iShares MSCI EAFE Growth ETF in Q2 2021 and has held it in 16 quarters since.
Sound Financial Strategies Group's iShares MSCI EAFE Growth ETF position peaked at $4.86M in Q1 2023.
1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Sound Financial Strategies Group's 13F filing for Q1 2026, filed 8 May 2026.