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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
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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cetera Investment Advisers
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
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Summit Financial Strategies's EFG Position: Q2 2026 in Review

Summit Financial Strategies increased its iShares MSCI EAFE Growth ETF (EFG) stake by 4.9% in Q2 2026, buying an estimated $16.9K and bringing the position to 2,976 shares worth $370K. The position accounts for 0.03% of the portfolio, ranked #117.

Summit Financial Strategies first reported a position in EFG in Q3 2025 and has held it in 4 quarters since. The position peaked at $417K in Q4 2025. 1,057 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Summit Financial Strategies held 2,976 shares of iShares MSCI EAFE Growth ETF worth $370K as of Q2 2026.
  • Summit Financial Strategies bought 140 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $16.9K.
  • iShares MSCI EAFE Growth ETF made up 0.03% of Summit Financial Strategies's portfolio in Q2 2026, its #117 holding.
  • Summit Financial Strategies first reported a position in iShares MSCI EAFE Growth ETF in Q3 2025 and has held it in 4 quarters since.
  • Summit Financial Strategies's iShares MSCI EAFE Growth ETF position peaked at $417K in Q4 2025.
  • 1,057 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Summit Financial Strategies's 13F filing for Q2 2026, filed 24 Jul 2026.