Savvy Advisors, Inc. EFG holdings history
ISHARES MSCI EAFE GROWTH ETF · CUSIP 464288885 · CIK 2003633
As of 2026-06-30, Savvy Advisors, Inc. reported 507.29K EFG (shares), valued at $63.12M, or 1.35% of its reported non-derivative portfolio. Filed 2026-08-03.
Verify history & sources →Shares increased 9.26%; reported value increased 22.06%, and weight changed -0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 1.35% | 507,288 | SEC filing ↗Filed Aug 3, 2026 |
| Q1 2026 | 1.39% | 464,300 | SEC filing ↗Filed May 11, 2026 |
| Q4 2025 | 0.66% | 178,301 | SEC filing ↗Filed Jan 20, 2026 |
| Q3 2025 | 0.72% | 136,664 | SEC filing ↗Filed Nov 6, 2025 |
| Q2 2025 | 0.96% | 128,037 | SEC filing ↗Filed Aug 4, 2025 |
| Q1 2025 | 1.16% | 115,758 | SEC filing ↗Filed May 12, 2025 |
| Q4 2024 | 1.47% | 126,267 | SEC filing ↗Filed Feb 13, 2025 |
| Q3 2024 | 2.07% | 94,664 | SEC filing ↗Filed Nov 5, 2024 |
| Q2 2024 | 1.10% | 33,042 | SEC filing ↗Filed Aug 14, 2024 |
| Q1 2024 | 1.16% | 19,469 | SEC filing ↗Filed May 13, 2024 |
| Q4 2023 | 1.04% | 11,072 | SEC filing ↗Filed Feb 8, 2024 |
| Q3 2023 | Not reported | Not reported | No filing this quarter |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q4 2023 | 1.04% | 11,072 | $1.07M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Feb 8, 2024 |
| Q1 2024 | 1.16% | 19,469 | $2.02M | Shares increased 75.84%; reported value increased 88.44%, and weight changed +0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 13, 2024 |
| Q2 2024 | 1.10% | 33,042 | $3.38M | Shares increased 69.72%; reported value increased 67.28%, and weight changed -0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2024 |
| Q3 2024 | 2.07% | 94,664 | $10.19M | Shares increased 186.50%; reported value increased 201.48%, and weight changed +0.97 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 5, 2024 |
| Q4 2024 | 1.47% | 126,267 | $12.23M | Shares increased 33.38%; reported value increased 19.98%, and weight changed -0.60 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 13, 2025 |
| Q1 2025 | 1.16% | 115,758 | $11.58M | Shares decreased 8.32%; reported value decreased 5.32%, and weight changed -0.31 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 12, 2025 |
| Q2 2025 | 0.96% | 128,037 | $14.34M | Shares increased 10.61%; reported value increased 23.88%, and weight changed -0.20 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 4, 2025 |
| Q3 2025 | 0.72% | 136,664 | $15.56M | Shares increased 6.74%; reported value increased 8.53%, and weight changed -0.24 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 6, 2025 |
| Q4 2025 | 0.66% | 178,301 | $20.31M | Shares increased 30.47%; reported value increased 30.51%, and weight changed -0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 20, 2026 |
| Q1 2026 | 1.39% | 464,300 | $51.71M | Shares increased 160.40%; reported value increased 154.57%, and weight changed +0.73 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 11, 2026 |
| Q2 2026 | 1.35% | 507,288 | $63.12M | Shares increased 9.26%; reported value increased 22.06%, and weight changed -0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 3, 2026 |
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