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

Sovereign 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 		$1.26M Sell
10,151
-49
-0.5% -$5.91K 0.19% 90
2026
Q1 		$1.14M Buy
+10,200
New +$1.2M 0.2% 96
2025
Q4 		– Sell
-2,803
Closed -$319K – 354
2025
Q3 		$319K Sell
2,803
-6,746
-71% -$752K 0.06% 253
2025
Q2 		$1.07M Sell
9,549
-140
-1% -$14.8K 0.22% 86
2025
Q1 		$969K Sell
9,689
-8,753
-47% -$892K 0.22% 86
2024
Q4 		$1.79M Buy
18,442
+1,464
+9% +$149K 0.41% 46
2024
Q3 		$1.83M Sell
16,978
-658
-4% -$68.3K 0.43% 41
2024
Q2 		$1.8M Buy
17,636
+8,894
+102% +$909K 0.45% 39
2024
Q1 		$907K Buy
8,742
+577
+7% +$57.4K 0.24% 83
2023
Q4 		$791K Sell
8,165
-6,330
-44% -$567K 0.24% 80
2023
Q3 		$1.25M Sell
14,495
-3,309
-19% -$305K 0.45% 44
2023
Q2 		$1.7M Sell
17,804
-1,453
-8% -$138K 0.55% 41
2023
Q1 		$1.8M Buy
19,257
+6,417
+50% +$577K 0.67% 35
2022
Q4 		$1.08M Buy
12,840
+4,587
+56% +$371K 0.42% 63
2022
Q3 		$599K Buy
8,253
+2,692
+48% +$220K 0.24% 96
2022
Q2 		$448K Buy
5,561
+958
+21% +$83.2K 0.18% 117
2022
Q1 		$443K Sell
4,603
-3,152
-41% -$310K 0.16% 132
2021
Q4 		$855K Buy
+7,755
New +$849K 0.34% 75

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
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

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

Sovereign Financial Group reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 0.48% in Q2 2026, selling an estimated $5.91K and leaving 10,151 shares worth $1.26M. The position accounts for 0.19% of the portfolio, ranked #90.

Sovereign Financial Group first reported a position in EFG in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.83M in Q3 2024. 1,056 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Sovereign Financial Group held 10,151 shares of iShares MSCI EAFE Growth ETF worth $1.26M as of Q2 2026.
  • Sovereign Financial Group sold 49 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $5.91K.
  • iShares MSCI EAFE Growth ETF made up 0.19% of Sovereign Financial Group's portfolio in Q2 2026, its #90 holding.
  • Sovereign Financial Group first reported a position in iShares MSCI EAFE Growth ETF in Q4 2021 and has held it in 18 quarters since.
  • Sovereign Financial Group's iShares MSCI EAFE Growth ETF position peaked at $1.83M in Q3 2024.
  • 1,056 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.