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 Q1	$278K	Hold	2,500	–	–	0.01%	799
2025 Q4	$285K	Sell	2,500 -948	-27%	-$109K	0.01%	786
2025 Q3	$393K	Sell	3,448 -1,037	-23%	-$116K	0.03%	459
2025 Q2	$502K	Sell	4,485 -3,816	-46%	-$403K	0.03%	506
2025 Q1	$820K	Sell	8,301 -3,654	-31%	-$372K	0.03%	455
2024 Q4	$1.16M	Sell	11,955 -19,491	-62%	-$1.98M	0.04%	378
2024 Q3	$3.39M	Sell	31,446 -13,472	-30%	-$1.4M	0.15%	151
2024 Q2	$4.6M	Sell	44,918 -3,551	-7%	-$363K	0.17%	115
2024 Q1	$5.02M	Sell	48,469 -6,014	-11%	-$599K	0.21%	98
2023 Q4	$5.28M	Sell	54,483 -7,226	-12%	-$648K	0.29%	77
2023 Q3	$5.33M	Buy	+61,709	New	+$5.69M	0.27%	76
2023 Q2	–	Sell	-68,372	Closed	-$6.59M	–	1087
2023 Q1	$6.59M	Sell	68,372 -9,126	-12%	-$821K	0.33%	63
2022 Q4	$6.49M	Sell	77,498 -610	-0.8%	-$49.3K	0.3%	78
2022 Q3	$5.67M	Sell	78,108 -1,245	-2%	-$102K	0.34%	61
2022 Q2	$6.39M	Buy	79,353 +16,965	+27%	+$1.47M	0.37%	55
2022 Q1	$6.01M	Buy	62,388 +20,048	+47%	+$1.97M	0.22%	75
2021 Q4	$4.67M	Buy	+42,340	New	+$4.64M	0.17%	99

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

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

Ameritas Advisory Services held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q1 2026 at 2,500 shares worth $278K. The position accounts for 0.01% of the portfolio, ranked #799.

Ameritas Advisory Services first reported a position in EFG in Q4 2021 and has held it in 17 quarters since. The position peaked at $6.59M in Q1 2023. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

Ameritas Advisory Services held 2,500 shares of iShares MSCI EAFE Growth ETF worth $278K as of Q1 2026.
Ameritas Advisory Services left its iShares MSCI EAFE Growth ETF share count unchanged in Q1 2026.
iShares MSCI EAFE Growth ETF made up 0.01% of Ameritas Advisory Services's portfolio in Q1 2026, its #799 holding.
Ameritas Advisory Services first reported a position in iShares MSCI EAFE Growth ETF in Q4 2021 and has held it in 17 quarters since.
Ameritas Advisory Services's iShares MSCI EAFE Growth ETF position peaked at $6.59M in Q1 2023.
1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Ameritas Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.