Spectrum Planning & Advisory Services’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Spectrum Planning & Advisory Services’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	$1.38M	Buy	11,088 +6,825	+160%	+$823K	0.62%	37
2026 Q1	$475K	Sell	4,263 -1,135	-21%	-$133K	0.24%	61
2025 Q4	$615K	Sell	5,398 -2,562	-32%	-$294K	0.32%	53
2025 Q3	$907K	Sell	7,960 -21,378	-73%	-$2.38M	0.51%	42
2025 Q2	$3.29M	Sell	29,338 -28,947	-50%	-$3.05M	2.13%	14
2025 Q1	$5.83M	Buy	58,285 +1,631	+3%	+$166K	4.85%	7
2024 Q4	$5.49M	Buy	56,654 +3,557	+7%	+$361K	4.76%	8
2024 Q3	$5.72M	Buy	53,097 +1,619	+3%	+$168K	5.49%	8
2024 Q2	$5.28M	Buy	+51,478	New	+$5.26M	5.09%	8
2023 Q4	$3.33M	Sell	34,332 -17,131	-33%	-$1.54M	4.71%	5
2023 Q3	$4.44M	Sell	51,463 -7,223	-12%	-$666K	7%	4
2023 Q2	$5.57M	Buy	58,686 +696	+1%	+$66.2K	8.34%	4
2023 Q1	$5.43M	Buy	57,990 +20,269	+54%	+$1.82M	8.82%	4
2022 Q4	$3.16M	Sell	37,721 -10,276	-21%	-$831K	4.31%	6
2022 Q3	$3.48M	Buy	47,997 +16,306	+51%	+$1.33M	3.52%	10
2022 Q2	$2.55M	Sell	31,691 -565	-2%	-$49.1K	2.66%	11
2022 Q1	$3.1M	Sell	32,256 -17,653	-35%	-$1.74M	2.84%	12
2021 Q4	$5.5M	Buy	49,909 +2,571	+5%	+$282K	5%	7
2021 Q3	$5.04M	Buy	47,338 +11,675	+33%	+$1.29M	4.94%	8
2021 Q2	$3.83M	Buy	35,663 +1,810	+5%	+$192K	3.68%	9
2021 Q1	$3.4M	Buy	33,853 +3,676	+12%	+$374K	3.49%	11
2020 Q4	$3.04M	Buy	+30,177	New	+$2.85M	3.27%	12

Other funds holding EFG

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

FSWA

Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

WFPG

Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

ACA

Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Spectrum Planning & Advisory Services's EFG Position: Q2 2026 in Review

Spectrum Planning & Advisory Services increased its iShares MSCI EAFE Growth ETF (EFG) stake by 160% in Q2 2026, buying an estimated $823K and bringing the position to 11,088 shares worth $1.38M. The position accounts for 0.62% of the portfolio, ranked #37.

Spectrum Planning & Advisory Services first reported a position in EFG in Q4 2020 and has held it in 22 quarters since. The position peaked at $5.83M in Q1 2025. 204 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Spectrum Planning & Advisory Services held 11,088 shares of iShares MSCI EAFE Growth ETF worth $1.38M as of Q2 2026.
Spectrum Planning & Advisory Services bought 6,825 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $823K.
iShares MSCI EAFE Growth ETF made up 0.62% of Spectrum Planning & Advisory Services's portfolio in Q2 2026, its #37 holding.
Spectrum Planning & Advisory Services first reported a position in iShares MSCI EAFE Growth ETF in Q4 2020 and has held it in 22 quarters since.
Spectrum Planning & Advisory Services's iShares MSCI EAFE Growth ETF position peaked at $5.83M in Q1 2025.
204 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Spectrum Planning & Advisory Services's 13F filing for Q2 2026, filed 14 Jul 2026.