Advisortrust Partners’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Advisortrust Partners’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	–	Sell	-1,099	Closed	-$122K	–	221
2026 Q1	$122K	Buy	+1,099	New	+$129K	0.05%	182

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Advisortrust Partners's EFG Position: Q2 2026 in Review

Advisortrust Partners sold out of iShares MSCI EAFE Growth ETF (EFG) in Q2 2026, closing a stake of 1,099 shares — an estimated $122K sold.

Advisortrust Partners first reported a position in EFG in Q1 2026 and held it in 1 quarter. The position peaked at $122K in Q1 2026. 1,053 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Advisortrust Partners reported no remaining iShares MSCI EAFE Growth ETF position as of Q2 2026 after selling out during the quarter.
Advisortrust Partners sold 1,099 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $122K.
Advisortrust Partners first reported a position in iShares MSCI EAFE Growth ETF in Q1 2026 and held it in 1 quarter.
Advisortrust Partners's iShares MSCI EAFE Growth ETF position peaked at $122K in Q1 2026.
1,053 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Advisortrust Partners's 13F filing for Q2 2026, filed 10 Aug 2026.