SFP
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Sterling Financial Planning’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Sterling Financial Planning’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 		$4.53M Sell
40,694
-84
-0.2% -$9.88K 1.34% 22
2025
Q4 		$4.65M Buy
40,778
+67
+0.2% +$7.68K 1.4% 20
2025
Q3 		$4.64M Sell
40,711
-1,051
-3% -$117K 1.46% 20
2025
Q2 		$4.68M Sell
41,762
-172
-0.4% -$18.1K 1.56% 18
2025
Q1 		$4.19M Sell
41,934
-1,037
-2% -$106K 1.52% 19
2024
Q4 		$4.16M Buy
42,971
+1,220
+3% +$124K 1.53% 20
2024
Q3 		$4.49M Buy
41,751
+1,392
+3% +$144K 1.66% 17
2024
Q2 		$4.13M Buy
40,359
+1,881
+5% +$192K 1.68% 17
2024
Q1 		$3.99M Sell
38,478
-297
-0.8% -$29.6K 1.62% 17
2023
Q4 		$3.76M Buy
38,775
+1,392
+4% +$125K 1.63% 17
2023
Q3 		$3.23M Buy
37,383
+1,152
+3% +$106K 1.65% 17
2023
Q2 		$3.46M Buy
36,231
+1,061
+3% +$101K 1.71% 15
2023
Q1 		$3.29M Buy
35,170
+1,755
+5% +$158K 1.79% 16
2022
Q4 		$2.8M Buy
33,415
+929
+3% +$75.1K 1.67% 19
2022
Q3 		$2.36M Buy
32,486
+4,035
+14% +$329K 1.65% 17
2022
Q2 		$2.29M Buy
28,451
+4,490
+19% +$390K 1.61% 18
2022
Q1 		$2.31M Buy
23,961
+2,799
+13% +$275K 1.45% 21
2021
Q4 		$2.33M Buy
21,162
+3,467
+20% +$380K 1.46% 20
2021
Q3 		$1.88M Buy
17,695
+808
+5% +$89K 1.2% 21
2021
Q2 		$1.81M Buy
16,887
+3,450
+26% +$367K 1.18% 21
2021
Q1 		$1.35M Buy
13,437
+3,598
+37% +$366K 0.96% 24
2020
Q4 		$993K Buy
+9,839
New +$931K 0.8% 27

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
JP Morgan Chase
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
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

Sterling Financial Planning's EFG Position: Q1 2026 in Review

Sterling Financial Planning reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 0.21% in Q1 2026, selling an estimated $9.88K and leaving 40,694 shares worth $4.53M. The position accounts for 1.34% of the portfolio, ranked #22.

Sterling Financial Planning first reported a position in EFG in Q4 2020 and has held it in 22 quarters since. The position peaked at $4.68M in Q2 2025. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

  • Sterling Financial Planning held 40,694 shares of iShares MSCI EAFE Growth ETF worth $4.53M as of Q1 2026.
  • Sterling Financial Planning sold 84 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $9.88K.
  • iShares MSCI EAFE Growth ETF made up 1.34% of Sterling Financial Planning's portfolio in Q1 2026, its #22 holding.
  • Sterling Financial Planning first reported a position in iShares MSCI EAFE Growth ETF in Q4 2020 and has held it in 22 quarters since.
  • Sterling Financial Planning's iShares MSCI EAFE Growth ETF position peaked at $4.68M in Q2 2025.
  • 1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Sterling Financial Planning's 13F filing for Q1 2026, filed 6 May 2026.