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Strategic Blueprint’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Strategic Blueprint’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 		$13.6M Buy
109,323
+26,847
+33% +$3.24M 0.68% 32
2026
Q1 		$9.19M Buy
82,476
+28,936
+54% +$3.4M 0.53% 45
2025
Q4 		$6.1M Sell
53,540
-24,095
-31% -$2.76M 0.36% 69
2025
Q3 		$8.84M Sell
77,635
-56,408
-42% -$6.29M 0.39% 68
2025
Q2 		$15M Sell
134,043
-8,211
-6% -$866K 0.74% 31
2025
Q1 		$14.2M Sell
142,254
-55,226
-28% -$5.63M 0.78% 28
2024
Q4 		$19.1M Buy
197,480
+19,011
+11% +$1.93M 1.14% 14
2024
Q3 		$19.2M Sell
178,469
-1,581
-0.9% -$164K 1.2% 15
2024
Q2 		$18.4M Buy
180,050
+53,065
+42% +$5.42M 1.25% 15
2024
Q1 		$13.2M Sell
126,985
-3,270
-3% -$326K 0.94% 18
2023
Q4 		$12.6M Sell
130,255
-44,075
-25% -$3.95M 1.04% 17
2023
Q3 		$15M Sell
174,330
-3,518
-2% -$324K 1.39% 14
2023
Q2 		$17M Buy
177,848
+19,926
+13% +$1.9M 1.62% 10
2023
Q1 		$14.8M Buy
157,922
+26,900
+21% +$2.42M 1.52% 9
2022
Q4 		$11M Sell
131,022
-7,139
-5% -$577K 1.27% 11
2022
Q3 		$10M Buy
138,161
+17,162
+14% +$1.4M 1.2% 12
2022
Q2 		$9.74M Sell
120,999
-16,446
-12% -$1.43M 1.2% 11
2022
Q1 		$13.2M Sell
137,445
-12,519
-8% -$1.23M 1.54% 10
2021
Q4 		$16.5M Buy
149,964
+17,771
+13% +$1.95M 2.09% 6
2021
Q3 		$14.1M Buy
132,193
+15,147
+13% +$1.67M 2.19% 6
2021
Q2 		$12.6M Buy
117,046
+5,468
+5% +$581K 1.97% 8
2021
Q1 		$11.2M Buy
111,578
+14,570
+15% +$1.48M 2.38% 6
2020
Q4 		$9.79M Buy
97,008
+26,619
+38% +$2.52M 2.46% 6
2020
Q3 		$6.33M Buy
70,389
+23,569
+50% +$2.09M 1.96% 9
2020
Q2 		$3.89M Buy
+46,820
New +$3.66M 1.37% 17

Other funds holding EFG

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JC
JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FSWA
Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

Strategic Blueprint's EFG Position: Q2 2026 in Review

Strategic Blueprint increased its iShares MSCI EAFE Growth ETF (EFG) stake by 33% in Q2 2026, buying an estimated $3.24M and bringing the position to 109,323 shares worth $13.6M. The position accounts for 0.68% of the portfolio, ranked #32.

Strategic Blueprint first reported a position in EFG in Q2 2020 and has held it in 25 quarters since. The position peaked at $19.2M in Q3 2024. 509 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Strategic Blueprint held 109,323 shares of iShares MSCI EAFE Growth ETF worth $13.6M as of Q2 2026.
  • Strategic Blueprint bought 26,847 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $3.24M.
  • iShares MSCI EAFE Growth ETF made up 0.68% of Strategic Blueprint's portfolio in Q2 2026, its #32 holding.
  • Strategic Blueprint first reported a position in iShares MSCI EAFE Growth ETF in Q2 2020 and has held it in 25 quarters since.
  • Strategic Blueprint's iShares MSCI EAFE Growth ETF position peaked at $19.2M in Q3 2024.
  • 509 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Strategic Blueprint's 13F filing for Q2 2026, filed 23 Jul 2026.