Advyzon Investment Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Advyzon Investment Management’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	$6.12M	Sell	49,174 -13,142	-21%	-$1.58M	0.44%	51
2026 Q1	$6.94M	Buy	62,316 +55,706	+843%	+$6.55M	0.62%	35
2025 Q4	$753K	Buy	6,610 +4,451	+206%	+$510K	0.09%	235
2025 Q3	$246K	Sell	2,159 -938	-30%	-$105K	0.04%	367
2025 Q2	$347K	Buy	+3,097	New	+$327K	0.08%	246
2025 Q1	–	Sell	-3,430	Closed	-$332K	–	292
2024 Q4	$332K	Buy	+3,430	New	+$349K	0.13%	147

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

Advyzon Investment Management's EFG Position: Q2 2026 in Review

Advyzon Investment Management reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 21% in Q2 2026, selling an estimated $1.58M and leaving 49,174 shares worth $6.12M. The position accounts for 0.44% of the portfolio, ranked #51.

Advyzon Investment Management first reported a position in EFG in Q4 2024 and has held it in 6 quarters since. The position peaked at $6.94M in Q1 2026. 1,056 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Advyzon Investment Management held 49,174 shares of iShares MSCI EAFE Growth ETF worth $6.12M as of Q2 2026.
Advyzon Investment Management sold 13,142 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $1.58M.
iShares MSCI EAFE Growth ETF made up 0.44% of Advyzon Investment Management's portfolio in Q2 2026, its #51 holding.
Advyzon Investment Management first reported a position in iShares MSCI EAFE Growth ETF in Q4 2024 and has held it in 6 quarters since.
Advyzon Investment Management's iShares MSCI EAFE Growth ETF position peaked at $6.94M in Q1 2026.
1,056 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.