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

Ameritas Advisory Services’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	$854K	Buy	20,580 +13,080	+174%	+$526K	0.02%	606
2026 Q1	$278K	Hold	7,500	–	–	0.01%	799
2025 Q4	$285K	Sell	7,500 -2,844	-27%	-$109K	0.01%	786
2025 Q3	$393K	Sell	10,344 -3,111	-23%	-$116K	0.03%	459
2025 Q2	$502K	Sell	13,455 -11,448	-46%	-$403K	0.03%	506
2025 Q1	$820K	Sell	24,903 -10,962	-31%	-$372K	0.03%	455
2024 Q4	$1.16M	Sell	35,865 -58,473	-62%	-$1.98M	0.04%	378
2024 Q3	$3.39M	Sell	94,338 -40,416	-30%	-$1.4M	0.15%	151
2024 Q2	$4.6M	Sell	134,754 -10,653	-7%	-$363K	0.17%	115
2024 Q1	$5.02M	Sell	145,407 -18,042	-11%	-$599K	0.21%	98
2023 Q4	$5.28M	Sell	163,449 -21,678	-12%	-$648K	0.29%	77
2023 Q3	$5.33M	Buy	+185,127	New	+$5.69M	0.27%	76
2023 Q2	–	Sell	-205,116	Closed	-$6.59M	–	1087
2023 Q1	$6.59M	Sell	205,116 -27,378	-12%	-$821K	0.33%	63
2022 Q4	$6.49M	Sell	232,494 -1,830	-0.8%	-$49.3K	0.3%	78
2022 Q3	$5.67M	Sell	234,324 -3,735	-2%	-$102K	0.34%	61
2022 Q2	$6.39M	Buy	238,059 +50,895	+27%	+$1.47M	0.37%	55
2022 Q1	$6.01M	Buy	187,164 +60,144	+47%	+$1.97M	0.22%	75
2021 Q4	$4.67M	Buy	+127,020	New	+$4.64M	0.17%	99

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 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

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

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

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

Ameritas Advisory Services's EFG Position: Q2 2026 in Review

Ameritas Advisory Services increased its iShares MSCI EAFE Growth ETF (EFG) stake by 174% in Q2 2026, buying an estimated $526K and bringing the position to 20,580 shares worth $854K. The position accounts for 0.02% of the portfolio, ranked #606.

Ameritas Advisory Services first reported a position in EFG in Q4 2021 and has held it in 18 quarters since. The position peaked at $6.59M in Q1 2023. 1,067 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Ameritas Advisory Services held 20,580 shares of iShares MSCI EAFE Growth ETF worth $854K as of Q2 2026.
Ameritas Advisory Services bought 13,080 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $526K.
iShares MSCI EAFE Growth ETF made up 0.02% of Ameritas Advisory Services's portfolio in Q2 2026, its #606 holding.
Ameritas Advisory Services first reported a position in iShares MSCI EAFE Growth ETF in Q4 2021 and has held it in 18 quarters since.
Ameritas Advisory Services's iShares MSCI EAFE Growth ETF position peaked at $6.59M in Q1 2023.
1,067 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.