Advisory Services Network’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Advisory Services Network’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	$6.92M	Buy	62,156 +50,884	+451%	+$5.98M	0.09%	227
2025 Q4	$1.28M	Sell	11,272 -9,129	-45%	-$1.05M	0.02%	786
2025 Q3	$2.32M	Sell	20,401 -30,610	-60%	-$3.41M	0.03%	533
2025 Q2	$5.48M	Sell	51,011 -1,843	-3%	-$194K	0.09%	245
2025 Q1	$5.29M	Sell	52,854 -28,465	-35%	-$2.9M	0.1%	223
2024 Q4	$7.87M	Sell	81,319 -5,006	-6%	-$509K	0.15%	144
2024 Q3	$8.83M	Hold	86,325	–	–	0.18%	115
2024 Q2	$8.83M	Buy	86,325 +27,232	+46%	+$2.78M	0.18%	115
2024 Q1	$6.13M	Buy	59,093 +2,694	+5%	+$268K	0.14%	172
2023 Q4	$5.46M	Sell	56,399 -25,854	-31%	-$2.32M	0.13%	168
2023 Q3	$7.1M	Buy	82,253 +6,107	+8%	+$563K	0.19%	111
2023 Q2	$7.27M	Buy	76,146 +2,852	+4%	+$271K	0.19%	114
2023 Q1	$6.87M	Buy	73,294 +12,063	+20%	+$1.08M	0.19%	116
2022 Q4	$5.13M	Sell	61,231 -7,589	-11%	-$614K	0.16%	152
2022 Q3	$4.99M	Buy	68,820 +11,245	+20%	+$917K	0.18%	131
2022 Q2	$4.63M	Buy	57,575 +2,083	+4%	+$181K	0.16%	155
2022 Q1	$5.34M	Sell	55,492 -22,209	-29%	-$2.18M	0.16%	152
2021 Q4	$8.57M	Buy	77,701 +4,701	+6%	+$515K	0.25%	81
2021 Q3	$7.77M	Buy	73,000 +10,087	+16%	+$1.11M	0.25%	84
2021 Q2	$6.75M	Buy	62,913 +35,205	+127%	+$3.74M	0.21%	103
2021 Q1	$2.78M	Sell	27,708 -7,810	-22%	-$794K	0.1%	253
2020 Q4	$3.58M	Sell	35,518 -336	-0.9%	-$31.8K	0.14%	179
2020 Q3	$3.22M	Buy	35,854 +3,753	+12%	+$333K	0.15%	165
2020 Q2	$2.67M	Buy	32,101 +1,468	+5%	+$115K	0.15%	180
2020 Q1	$2.18M	Buy	30,633 +1,660	+6%	+$134K	0.14%	180
2019 Q4	$2.5M	Buy	28,973 +7,578	+35%	+$632K	0.13%	198
2019 Q3	$1.73M	Hold	21,395	–	–	0.11%	249
2019 Q2	$1.73M	Buy	21,395 +442	+2%	+$34.9K	0.11%	249
2019 Q1	$1.62M	Buy	20,953 +3,598	+21%	+$267K	0.11%	234
2018 Q4	$1.2M	Sell	17,355 -2,887	-14%	-$210K	0.1%	265
2018 Q3	$1.62M	Buy	20,242 +675	+3%	+$53.8K	0.12%	233
2018 Q2	$1.58M	Buy	19,567 +3,274	+20%	+$265K	0.12%	225
2018 Q1	$1.31M	Buy	16,293 +2,050	+14%	+$167K	0.1%	257
2017 Q4	$1.15M	Buy	14,243 +839	+6%	+$66.5K	0.1%	278
2017 Q3	$1.04M	Buy	13,404 +979	+8%	+$74.2K	0.12%	226
2017 Q2	$919K	Buy	12,425 +4,254	+52%	+$311K	0.12%	244
2017 Q1	$568K	Buy	+8,171	New	+$547K	0.08%	316
2016 Q3	$603K	Buy	8,820 +3,362	+62%	+$227K	0.11%	253
2016 Q2	$357K	Buy	5,458 +4,113	+306%	+$272K	0.08%	325
2016 Q1	$89K	Buy	+1,345	New	+$85.1K	0.02%	539

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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 Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Advisory Services Network's EFG Position: Q1 2026 in Review

Advisory Services Network increased its iShares MSCI EAFE Growth ETF (EFG) stake by 451% in Q1 2026, buying an estimated $5.98M and bringing the position to 62,156 shares worth $6.92M. The position accounts for 0.09% of the portfolio, ranked #227.

Advisory Services Network first reported a position in EFG in Q1 2016 and has held it in 40 quarters since. The position peaked at $8.83M in Q3 2024. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

Advisory Services Network held 62,156 shares of iShares MSCI EAFE Growth ETF worth $6.92M as of Q1 2026.
Advisory Services Network bought 50,884 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $5.98M.
iShares MSCI EAFE Growth ETF made up 0.09% of Advisory Services Network's portfolio in Q1 2026, its #227 holding.
Advisory Services Network first reported a position in iShares MSCI EAFE Growth ETF in Q1 2016 and has held it in 40 quarters since.
Advisory Services Network's iShares MSCI EAFE Growth ETF position peaked at $8.83M in Q3 2024.
1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.