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 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 -473,593	-99%	-$49.1M	0.16%	117
2024 Q2	$1.57M	Buy	478,264 +454,841	+1,942%	+$46.5M	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 $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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 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 Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

Strategic Financial Concepts's EFG Position: Q1 2026 in Review

Strategic Financial Concepts opened a new position in iShares MSCI EAFE Growth ETF (EFG) in Q1 2026: 2,225 shares worth $248K. The stake represents 0.06% of the portfolio and ranks #248 among its holdings. This is a return to the name: Strategic Financial Concepts previously reported a position in EFG as recently as Q3 2025.

Strategic Financial Concepts first reported a position in EFG in Q1 2023 and has held it in 11 quarters since. The position peaked at $2.43M in Q1 2024. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

Strategic Financial Concepts held 2,225 shares of iShares MSCI EAFE Growth ETF worth $248K as of Q1 2026.
iShares MSCI EAFE Growth ETF was a new Strategic Financial Concepts position in Q1 2026.
iShares MSCI EAFE Growth ETF made up 0.06% of Strategic Financial Concepts's portfolio in Q1 2026, its #248 holding.
Strategic Financial Concepts first reported a position in iShares MSCI EAFE Growth ETF in Q1 2023 and has held it in 11 quarters since.
Strategic Financial Concepts's iShares MSCI EAFE Growth ETF position peaked at $2.43M in Q1 2024.
1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Strategic Financial Concepts's 13F filing for Q1 2026, filed 13 May 2026.