Thurston Springer Miller Herd & Titak’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Thurston Springer Miller Herd & Titak’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	$1.13M	Sell	9,090 -6	-0.1%	-$724	0.41%	62
2026 Q1	$1.01M	Sell	9,096 -1,641	-15%	-$193K	0.42%	51
2025 Q4	$1.22M	Buy	10,737 +9,850	+1,110%	+$1.13M	0.43%	49
2025 Q3	$101K	Sell	887 -15,207	-94%	-$1.69M	0.2%	139
2025 Q2	$1.8M	Buy	16,094 +14,243	+769%	+$1.5M	0.23%	114
2025 Q1	$185K	Buy	1,851 +1,306	+240%	+$133K	0.03%	338
2024 Q4	$52.8K	Buy	545 +266	+95%	+$27K	0.01%	519
2024 Q3	$30K	Buy	279 +178	+176%	+$18.5K	0.01%	705
2024 Q2	$10.3K	Buy	+101	New	+$10.3K	﹤0.01%	991

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

MGWM

Marks Group Wealth Management Minnetonka, Minnesota $1.15B AUM 16.94% 1-Year Est. Return

Thurston Springer Miller Herd & Titak's EFG Position: Q2 2026 in Review

Thurston Springer Miller Herd & Titak reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 0.07% in Q2 2026, selling an estimated $724 and leaving 9,090 shares worth $1.13M. The position accounts for 0.41% of the portfolio, ranked #62.

Thurston Springer Miller Herd & Titak first reported a position in EFG in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.8M in Q2 2025. 434 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Thurston Springer Miller Herd & Titak held 9,090 shares of iShares MSCI EAFE Growth ETF worth $1.13M as of Q2 2026.
Thurston Springer Miller Herd & Titak sold 6 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $724.
iShares MSCI EAFE Growth ETF made up 0.41% of Thurston Springer Miller Herd & Titak's portfolio in Q2 2026, its #62 holding.
Thurston Springer Miller Herd & Titak first reported a position in iShares MSCI EAFE Growth ETF in Q2 2024 and has held it in 9 quarters since.
Thurston Springer Miller Herd & Titak's iShares MSCI EAFE Growth ETF position peaked at $1.8M in Q2 2025.
434 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Thurston Springer Miller Herd & Titak's 13F filing for Q2 2026, filed 8 Jul 2026.