Stephen J. Garry & Associates’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Stephen J. Garry & Associates’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	$360K	Hold	2,890	–	–	0.26%	42
2026 Q1	$322K	Buy	2,890 +50	+2%	+$5.88K	0.26%	40
2025 Q4	$324K	Hold	2,840	–	–	0.26%	39
2025 Q3	$323K	Sell	2,840 -25	-0.9%	-$2.79K	0.26%	37
2025 Q2	$321K	Buy	2,865 +300	+12%	+$31.6K	0.28%	35
2025 Q1	$257K	Sell	2,565 -200	-7%	-$20.4K	0.24%	37
2024 Q4	$268K	Hold	2,765	–	–	0.25%	37
2024 Q3	$298K	Sell	2,765 -20	-0.7%	-$2.08K	0.28%	33
2024 Q2	$285K	Hold	2,785	–	–	0.29%	33
2024 Q1	$289K	Sell	2,785 -25	-0.9%	-$2.49K	0.3%	32
2023 Q4	$272K	Buy	+2,810	New	+$252K	0.3%	33

Other funds holding EFG

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

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

Stephen J. Garry & Associates's EFG Position: Q2 2026 in Review

Stephen J. Garry & Associates held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q2 2026 at 2,890 shares worth $360K. The position accounts for 0.26% of the portfolio, ranked #42.

Stephen J. Garry & Associates first reported a position in EFG in Q4 2023 and has held it in 11 quarters since. 372 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Stephen J. Garry & Associates held 2,890 shares of iShares MSCI EAFE Growth ETF worth $360K as of Q2 2026.
Stephen J. Garry & Associates left its iShares MSCI EAFE Growth ETF share count unchanged in Q2 2026.
iShares MSCI EAFE Growth ETF made up 0.26% of Stephen J. Garry & Associates's portfolio in Q2 2026, its #42 holding.
Stephen J. Garry & Associates first reported a position in iShares MSCI EAFE Growth ETF in Q4 2023 and has held it in 11 quarters since.
372 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Stephen J. Garry & Associates's 13F filing for Q2 2026, filed 24 Jul 2026.