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Accelerate Investment Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Accelerate Investment Advisors’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
Q1 		$870K Buy
+7,813
New +$919K 0.58% 30
2025
Q4 		– Sell
-2,652
Closed -$302K – 122
2025
Q3 		$302K Sell
2,652
-3,300
-55% -$368K 0.21% 76
2025
Q2 		$667K Sell
5,952
-383
-6% -$40.4K 0.5% 39
2025
Q1 		$633K Sell
6,335
-3,358
-35% -$342K 0.53% 36
2024
Q4 		$939K Buy
9,693
+2,563
+36% +$260K 0.83% 23
2024
Q3 		$768K Buy
+7,130
New +$740K 0.75% 27

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

Accelerate Investment Advisors's EFG Position: Q1 2026 in Review

Accelerate Investment Advisors opened a new position in iShares MSCI EAFE Growth ETF (EFG) in Q1 2026: 7,813 shares worth $870K. The stake represents 0.58% of the portfolio and ranks #30 among its holdings. This is a return to the name: Accelerate Investment Advisors previously reported a position in EFG as recently as Q3 2025.

Accelerate Investment Advisors first reported a position in EFG in Q3 2024 and has held it in 6 quarters since. The position peaked at $939K in Q4 2024. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

  • Accelerate Investment Advisors held 7,813 shares of iShares MSCI EAFE Growth ETF worth $870K as of Q1 2026.
  • iShares MSCI EAFE Growth ETF was a new Accelerate Investment Advisors position in Q1 2026.
  • iShares MSCI EAFE Growth ETF made up 0.58% of Accelerate Investment Advisors's portfolio in Q1 2026, its #30 holding.
  • Accelerate Investment Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q3 2024 and has held it in 6 quarters since.
  • Accelerate Investment Advisors's iShares MSCI EAFE Growth ETF position peaked at $939K in Q4 2024.
  • 1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Accelerate Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.