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

Waller Financial Planning 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 		$27.4M Buy
219,957
+4,285
+2% +$517K 5.64% 7
2026
Q1 		$24M Buy
215,672
+16,557
+8% +$1.95M 5.3% 8
2025
Q4 		$22.7M Buy
199,115
+147,064
+283% +$16.9M 5.04% 8
2025
Q3 		$5.93M Sell
52,051
-79
-0.2% -$8.8K 1.36% 18
2025
Q2 		$5.84M Buy
52,130
+2,531
+5% +$267K 1.41% 18
2025
Q1 		$4.96M Buy
49,599
+1,037
+2% +$106K 1.39% 19
2024
Q4 		$4.7M Sell
48,562
-450
-0.9% -$45.7K 1.19% 22
2024
Q3 		$5.28M Buy
49,012
+1,616
+3% +$168K 1.31% 21
2024
Q2 		$4.85M Sell
47,396
-1,263
-3% -$129K 1.3% 19
2024
Q1 		$5.05M Sell
48,659
-10,081
-17% -$1M 1.35% 19
2023
Q4 		$5.69M Buy
58,740
+798
+1% +$71.5K 1.5% 16
2023
Q3 		$5M Sell
57,942
-832
-1% -$76.7K 1.45% 16
2023
Q2 		$5.61M Sell
58,774
-2,898
-5% -$276K 1.55% 16
2023
Q1 		$5.78M Sell
61,672
-5,717
-8% -$514K 1.64% 16
2022
Q4 		$5.64M Sell
67,389
-700
-1% -$56.6K 1.64% 18
2022
Q3 		$4.94M Buy
68,089
+3,468
+5% +$283K 1.51% 18
2022
Q2 		$5.2M Buy
64,621
+2,915
+5% +$253K 1.52% 18
2022
Q1 		$5.94M Buy
61,706
+2,759
+5% +$271K 1.57% 16
2021
Q4 		$6.5M Sell
58,947
-4,881
-8% -$535K 1.63% 17
2021
Q3 		$6.8M Buy
63,828
+1,576
+3% +$174K 1.81% 16
2021
Q2 		$6.68M Buy
62,252
+4,213
+7% +$448K 1.79% 16
2021
Q1 		$5.83M Sell
58,039
-1,867
-3% -$190K 1.68% 15
2020
Q4 		$6.04M Sell
59,906
-5,933
-9% -$561K 1.89% 15
2020
Q3 		$5.92M Sell
65,839
-987
-1% -$87.5K 2.17% 13
2020
Q2 		$5.55M Sell
66,826
-27,498
-29% -$2.15M 2.16% 12
2020
Q1 		$6.71M Buy
94,324
+1,367
+1% +$111K 3.5% 8
2019
Q4 		$8.04M Buy
92,957
+123
+0.1% +$10.3K 4.03% 8
2019
Q3 		$7.66M Buy
92,834
+2,524
+3% +$202K 4.06% 8
2019
Q2 		$7.27M Buy
90,310
+2,794
+3% +$221K 4.04% 8
2019
Q1 		$6.93M Buy
87,516
+8,376
+11% +$621K 4.01% 8
2018
Q4 		$5.47M Buy
+79,140
New +$5.77M 3.78% 8

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
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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JC
JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return

Waller Financial Planning Group's EFG Position: Q2 2026 in Review

Waller Financial Planning Group increased its iShares MSCI EAFE Growth ETF (EFG) stake by 2% in Q2 2026, buying an estimated $517K and bringing the position to 219,957 shares worth $27.4M. The position accounts for 5.64% of the portfolio, ranked #7.

Waller Financial Planning Group first reported a position in EFG in Q4 2018 and has held it in 31 quarters since. 724 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Waller Financial Planning Group held 219,957 shares of iShares MSCI EAFE Growth ETF worth $27.4M as of Q2 2026.
  • Waller Financial Planning Group bought 4,285 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $517K.
  • iShares MSCI EAFE Growth ETF made up 5.64% of Waller Financial Planning Group's portfolio in Q2 2026, its #7 holding.
  • Waller Financial Planning Group first reported a position in iShares MSCI EAFE Growth ETF in Q4 2018 and has held it in 31 quarters since.
  • 724 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Waller Financial Planning Group's 13F filing for Q2 2026, filed 7 Jul 2026.