Advisornet Financial’s iShares MSCI EAFE Growth ETF EFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $184K | Sell |
1,480
-1,215
| -45% | -$147K | 0.01% | 680 |
|
|
2026
Q1 | $300K | Buy |
2,695
+831
| +45% | +$97.7K | 0.02% | 513 |
|
|
2025
Q4 | $212K | Sell |
1,864
-235
| -11% | -$26.9K | 0.01% | 593 |
|
|
2025
Q3 | $239K | Sell |
2,099
-694
| -25% | -$77.3K | 0.01% | 545 |
|
|
2025
Q2 | $313K | Buy |
2,793
+664
| +31% | +$70K | 0.02% | 469 |
|
|
2025
Q1 | $213K | Buy |
2,129
+50
| +2% | +$5.1K | 0.02% | 529 |
|
|
2024
Q4 | $201K | Sell |
2,079
-39,622
| -95% | -$4.03M | 0.02% | 511 |
|
|
2024
Q3 | $4.49M | Buy |
41,701
+498
| +1% | +$51.7K | 0.34% | 70 |
|
|
2024
Q2 | $4.22M | Buy |
41,203
+14,121
| +52% | +$1.44M | 0.38% | 62 |
|
|
2024
Q1 | $2.81M | Sell |
27,082
-82
| -0.3% | -$8.16K | 0.27% | 89 |
|
|
2023
Q4 | $2.63M | Sell |
27,164
-13,143
| -33% | -$1.18M | 0.24% | 104 |
|
|
2023
Q3 | $3.48M | Sell |
40,307
-6,444
| -14% | -$594K | 0.32% | 78 |
|
|
2023
Q2 | $4.46M | Buy |
46,751
+120
| +0.3% | +$11.4K | 0.38% | 65 |
|
|
2023
Q1 | $4.37M | Buy |
46,631
+9,891
| +27% | +$890K | 0.4% | 60 |
|
|
2022
Q4 | $3.08M | Sell |
36,740
-4,793
| -12% | -$387K | 0.3% | 79 |
|
|
2022
Q3 | $3.01M | Buy |
41,533
+6,494
| +19% | +$530K | 0.3% | 84 |
|
|
2022
Q2 | $2.82M | Sell |
35,039
-23,057
| -40% | -$2M | 0.28% | 94 |
|
|
2022
Q1 | $5.59M | Sell |
58,096
-3,042
| -5% | -$299K | 0.35% | 59 |
|
|
2021
Q4 | $6.74M | Buy |
61,138
+1,926
| +3% | +$211K | 0.42% | 54 |
|
|
2021
Q3 | $6.3M | Buy |
59,212
+10,836
| +22% | +$1.19M | 0.44% | 49 |
|
|
2021
Q2 | $5.19M | Sell |
48,376
-5,076
| -9% | -$539K | 0.34% | 70 |
|
|
2021
Q1 | $5.37M | Buy |
53,452
+8,598
| +19% | +$874K | 0.38% | 61 |
|
|
2020
Q4 | $4.53M | Buy |
44,854
+7,168
| +19% | +$678K | 0.37% | 58 |
|
|
2020
Q3 | $3.39M | Buy |
37,686
+1,154
| +3% | +$102K | 0.29% | 77 |
|
|
2020
Q2 | $3.04M | Buy |
36,532
+31,765
| +666% | +$2.48M | 0.24% | 94 |
|
|
2020
Q1 | $339K | Sell |
4,767
-17,185
| -78% | -$1.39M | 0.03% | 379 |
|
|
2019
Q4 | $1.9M | Buy |
21,952
+2,629
| +14% | +$219K | 0.16% | 133 |
|
|
2019
Q3 | $1.56M | Buy |
19,323
+4,911
| +34% | +$393K | 0.14% | 145 |
|
|
2019
Q2 | $1.16M | Buy |
14,412
+11,026
| +326% | +$870K | 0.13% | 161 |
|
|
2019
Q1 | $262K | Sell |
3,386
-556
| -14% | -$41.2K | 0.03% | 382 |
|
|
2018
Q4 | $272K | Sell |
3,942
-162
| -4% | -$11.8K | 0.04% | 356 |
|
|
2018
Q3 | $329K | Sell |
4,104
-1,008
| -20% | -$80.4K | 0.04% | 334 |
|
|
2018
Q2 | $403K | Buy |
5,112
+2,352
| +85% | +$191K | 0.05% | 268 |
|
|
2018
Q1 | $222K | Buy |
2,760
+1,968
| +248% | +$161K | 0.03% | 374 |
|
|
2017
Q4 | $64K | Buy |
+792
| New | +$62.8K | 0.01% | 585 |
|
Other funds holding EFG
NAMI
PAS
Advisornet Financial's EFG Position: Q2 2026 in Review
Advisornet Financial reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 45% in Q2 2026, selling an estimated $147K and leaving 1,480 shares worth $184K. The position accounts for 0.01% of the portfolio, ranked #680.
Advisornet Financial first reported a position in EFG in Q4 2017 and has held it in 35 quarters since. The position peaked at $6.74M in Q4 2021. 1,063 funds tracked by Wall St. Rank hold EFG as of Q2 2026.
- Advisornet Financial held 1,480 shares of iShares MSCI EAFE Growth ETF worth $184K as of Q2 2026.
- Advisornet Financial sold 1,215 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $147K.
- iShares MSCI EAFE Growth ETF made up 0.01% of Advisornet Financial's portfolio in Q2 2026, its #680 holding.
- Advisornet Financial first reported a position in iShares MSCI EAFE Growth ETF in Q4 2017 and has held it in 35 quarters since.
- Advisornet Financial's iShares MSCI EAFE Growth ETF position peaked at $6.74M in Q4 2021.
- 1,063 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.
Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.