Planning Strategies Inc.’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Planning Strategies Inc.’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	$15.1K	Buy	+121	New	+$14.6K	0.01%	276

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

JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return

MFG

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

FWP

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

CSP

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FSWA

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

BAAM

Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

Planning Strategies Inc.'s EFG Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in iShares MSCI EAFE Growth ETF (EFG) in Q2 2026: 121 shares worth $15.1K. The stake represents 0.01% of the portfolio and ranks #276 among its holdings.

471 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Planning Strategies Inc. held 121 shares of iShares MSCI EAFE Growth ETF worth $15.1K as of Q2 2026.
iShares MSCI EAFE Growth ETF was a new Planning Strategies Inc. position in Q2 2026.
iShares MSCI EAFE Growth ETF made up 0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #276 holding.
471 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.