Summit Financial Strategies’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Summit Financial Strategies’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 Q3	$494K	Buy	4,125 +1,149	+39%	+$141K	0.03%	101
2026 Q2	$370K	Buy	2,976 +140	+5%	+$16.9K	0.03%	117
2026 Q1	$316K	Sell	2,836 -826	-23%	-$97.1K	0.02%	123
2025 Q4	$417K	Buy	3,662 +393	+12%	+$45.1K	0.03%	105
2025 Q3	$372K	Buy	+3,269	New	+$364K	0.03%	109

Other funds holding EFG

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

WFPG

Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return

ACA

Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

FLA

Financial Life Advisors San Antonio, Texas $352M AUM 8.42% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

PGFG

Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return

AIA

Aventus Investment Advisors Naples, Florida $137M AUM 14.14% 1-Year Est. Return

LWA

Lineweaver Wealth Advisors Valley View, Ohio $863M AUM 14.27% 1-Year Est. Return

Summit Financial Strategies's EFG Position: Q3 2026 in Review

Summit Financial Strategies increased its iShares MSCI EAFE Growth ETF (EFG) stake by 39% in Q3 2026, buying an estimated $141K and bringing the position to 4,125 shares worth $494K. The position accounts for 0.03% of the portfolio, ranked #101.

Summit Financial Strategies first reported a position in EFG in Q3 2025 and has held it in 5 quarters since. 136 funds tracked by Wall St. Rank hold EFG as of Q3 2026.

Summit Financial Strategies held 4,125 shares of iShares MSCI EAFE Growth ETF worth $494K as of Q3 2026.
Summit Financial Strategies bought 1,149 iShares MSCI EAFE Growth ETF shares in Q3 2026, an estimated $141K.
iShares MSCI EAFE Growth ETF made up 0.03% of Summit Financial Strategies's portfolio in Q3 2026, its #101 holding.
Summit Financial Strategies first reported a position in iShares MSCI EAFE Growth ETF in Q3 2025 and has held it in 5 quarters since.
136 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2026.

Based on Summit Financial Strategies's 13F filing for Q3 2026, filed 14 Oct 2026.