Team Financial Group’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Team Financial Group’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	-415	Closed	-$46.3K	–	114
2026 Q1	$46.3K	Sell	415 -8	-2%	-$941	0.02%	121
2025 Q4	$48.2K	Sell	423 -152	-26%	-$17.4K	0.02%	106
2025 Q3	$65.4K	Buy	575 +60	+12%	+$6.69K	0.03%	84
2025 Q2	$57.6K	Buy	+515	New	+$54.3K	0.03%	81

Other funds holding EFG

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

FSWA

Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

WFPG

Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

Team Financial Group's EFG Position: Q2 2026 in Review

Team Financial Group sold out of iShares MSCI EAFE Growth ETF (EFG) in Q2 2026, closing a stake of 415 shares — an estimated $46.3K sold.

Team Financial Group first reported a position in EFG in Q2 2025 and held it in 4 quarters. The position peaked at $65.4K in Q3 2025. 372 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Team Financial Group reported no remaining iShares MSCI EAFE Growth ETF position as of Q2 2026 after selling out during the quarter.
Team Financial Group sold 415 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $46.3K.
Team Financial Group first reported a position in iShares MSCI EAFE Growth ETF in Q2 2025 and held it in 4 quarters.
Team Financial Group's iShares MSCI EAFE Growth ETF position peaked at $65.4K in Q3 2025.
372 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Team Financial Group's 13F filing for Q2 2026, filed 13 Jul 2026.