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

Strategic Financial Concepts’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	–	Sell	-2,225	Closed	-$248K	–	254
2026 Q1	$248K	Buy	+2,225	New	+$262K	0.06%	248
2025 Q4	–	Sell	-1,910	Closed	-$218K	–	159
2025 Q3	$218K	Buy	+1,910	New	+$213K	0.03%	249
2025 Q2	–	Sell	-11,245	Closed	-$1.12M	–	307
2025 Q1	$1.12M	Sell	11,245 -8,741	-44%	-$891K	0.21%	107
2024 Q4	$1.94M	Buy	19,986 +15,315	+328%	+$1.56M	0.37%	66
2024 Q3	$503K	Sell	4,671 -10,694	-70%	-$1.11M	0.16%	117
2024 Q2	$1.57M	Sell	15,365 -8,058	-34%	-$824K	0.92%	35
2024 Q1	$2.43M	Buy	23,423 +5,243	+29%	+$522K	0.59%	48
2023 Q4	$1.76M	Sell	18,180 -5,021	-22%	-$450K	1.04%	30
2023 Q3	$2M	Buy	23,201 +2,798	+14%	+$258K	0.68%	41
2023 Q2	$1.95M	Buy	20,403 +1,244	+6%	+$118K	0.72%	38
2023 Q1	$1.79M	Buy	+19,159	New	+$1.72M	0.72%	37

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 New York $1.81T AUM 41.13% 1-Year Est. Return

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 Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Strategic Financial Concepts's EFG Position: Q2 2026 in Review

Strategic Financial Concepts sold out of iShares MSCI EAFE Growth ETF (EFG) in Q2 2026, closing a stake of 2,225 shares — an estimated $248K sold.

Strategic Financial Concepts first reported a position in EFG in Q1 2023 and held it in 11 quarters. The position peaked at $2.43M in Q1 2024. 1,060 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Strategic Financial Concepts reported no remaining iShares MSCI EAFE Growth ETF position as of Q2 2026 after selling out during the quarter.
Strategic Financial Concepts sold 2,225 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $248K.
Strategic Financial Concepts first reported a position in iShares MSCI EAFE Growth ETF in Q1 2023 and held it in 11 quarters.
Strategic Financial Concepts's iShares MSCI EAFE Growth ETF position peaked at $2.43M in Q1 2024.
1,060 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Strategic Financial Concepts's 13F filing for Q2 2026, filed 28 Jul 2026.