SIS
EFG icon

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

Sound Income Strategies’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 		– Sell
-1,359
Closed -$155K – 1001
2026
Q1 		$155K Sell
1,359
-694
-34% -$81.6K 0.01% 478
2025
Q4 		$245K Sell
2,053
-4,110
-67% -$471K 0.01% 369
2025
Q3 		$712K Buy
6,163
+231
+4% +$25.7K 0.04% 175
2025
Q2 		$664K Sell
5,932
-3,819
-39% -$403K 0.04% 168
2025
Q1 		$975K Buy
9,751
+733
+8% +$74.7K 0.06% 149
2024
Q4 		$873K Buy
9,018
+2,895
+47% +$294K 0.05% 146
2024
Q3 		$659K Buy
6,123
+294
+5% +$30.5K 0.04% 153
2024
Q2 		$596K Buy
5,829
+297
+5% +$30.4K 0.04% 149
2024
Q1 		$574K Buy
5,532
+1,518
+38% +$151K 0.04% 145
2023
Q4 		$389K Buy
4,014
+3,306
+467% +$296K 0.03% 148
2023
Q3 		$61.1K Sell
708
-927
-57% -$85.5K 0.01% 283
2023
Q2 		$156K Buy
1,635
+825
+102% +$78.5K 0.02% 172
2023
Q1 		$75.9K Sell
810
-446
-36% -$40.1K 0.01% 232
2022
Q4 		$105K Sell
1,256
-81
-6% -$6.55K 0.01% 188
2022
Q3 		$97K Sell
1,337
-660
-33% -$53.8K 0.01% 173
2022
Q2 		$161K Sell
1,997
-145
-7% -$12.6K 0.02% 145
2022
Q1 		$206K Sell
2,142
-111
-5% -$10.9K 0.02% 137
2021
Q4 		$248K Sell
2,253
-97
-4% -$10.6K 0.03% 138
2021
Q3 		$250K Sell
2,350
-250
-10% -$27.5K 0.03% 129
2021
Q2 		$279K Buy
+2,600
New +$276K 0.04% 128
2018
Q4 		– Sell
-27
Closed -$2K – 696
2018
Q3 		$2K Buy
+27
New +$2.15K ﹤0.01% 543
2018
Q1 		– Sell
-42
Closed -$3K – 607
2017
Q4 		$3K Buy
+42
New +$3.33K ﹤0.01% 364

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
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
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
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Sound Income Strategies's EFG Position: Q2 2026 in Review

Sound Income Strategies sold out of iShares MSCI EAFE Growth ETF (EFG) in Q2 2026, closing a stake of 1,359 shares — an estimated $155K sold.

Sound Income Strategies first reported a position in EFG in Q4 2017 and held it in 22 quarters. The position peaked at $975K in Q1 2025. 933 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Sound Income Strategies reported no remaining iShares MSCI EAFE Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 1,359 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $155K.
  • Sound Income Strategies first reported a position in iShares MSCI EAFE Growth ETF in Q4 2017 and held it in 22 quarters.
  • Sound Income Strategies's iShares MSCI EAFE Growth ETF position peaked at $975K in Q1 2025.
  • 933 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.