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Ancora Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Ancora Advisors’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 		$7.85M Buy
70,459
+5,875
+9% +$691K 0.17% 139
2025
Q4 		$7.36M Buy
64,584
+12,843
+25% +$1.47M 0.15% 143
2025
Q3 		$5.89M Buy
51,741
+5,803
+13% +$647K 0.12% 170
2025
Q2 		$5.15M Buy
45,938
+3,862
+9% +$407K 0.11% 175
2025
Q1 		$4.21M Sell
42,076
-13,194
-24% -$1.34M 0.09% 188
2024
Q4 		$5.35M Buy
55,270
+8,263
+18% +$840K 0.12% 161
2024
Q3 		$5.06M Buy
47,007
+7,141
+18% +$741K 0.12% 170
2024
Q2 		$4.08M Buy
39,866
+17,483
+78% +$1.79M 0.1% 180
2024
Q1 		$2.32M Buy
22,383
+11,652
+109% +$1.16M 0.05% 254
2023
Q4 		$1.04M Sell
10,731
-3,967
-27% -$355K 0.02% 372
2023
Q3 		$1.27M Sell
14,698
-322
-2% -$29.7K 0.03% 317
2023
Q2 		$1.43M Buy
15,020
+77
+0.5% +$7.33K 0.04% 294
2023
Q1 		$1.4M Buy
14,943
+6,066
+68% +$546K 0.04% 300
2022
Q4 		$744K Buy
8,877
+226
+3% +$18.3K 0.02% 411
2022
Q3 		$628K Buy
8,651
+3,030
+54% +$247K 0.02% 459
2022
Q2 		$452K Buy
5,621
+505
+10% +$43.9K 0.01% 551
2022
Q1 		$493K Sell
5,116
-977
-16% -$96.1K 0.01% 554
2021
Q4 		$672K Buy
6,093
+1,481
+32% +$162K 0.02% 483
2021
Q3 		$491K Buy
4,612
+1,985
+76% +$219K 0.01% 555
2021
Q2 		$282K Buy
2,627
+73
+3% +$7.76K 0.01% 683
2021
Q1 		$256K Sell
2,554
-530
-17% -$53.9K 0.01% 668
2020
Q4 		$311K Buy
3,084
+298
+11% +$28.2K 0.01% 554
2020
Q3 		$250K Buy
+2,786
New +$247K 0.01% 570
2017
Q1 		– Sell
-30
Closed -$2K – 732
2016
Q4 		$2K Buy
+30
New +$1.94K ﹤0.01% 1178

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
JP Morgan Chase
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
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

Ancora Advisors's EFG Position: Q1 2026 in Review

Ancora Advisors increased its iShares MSCI EAFE Growth ETF (EFG) stake by 9.1% in Q1 2026, buying an estimated $691K and bringing the position to 70,459 shares worth $7.85M. The position accounts for 0.17% of the portfolio, ranked #139.

Ancora Advisors first reported a position in EFG in Q4 2016 and has held it in 24 quarters since. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

  • Ancora Advisors held 70,459 shares of iShares MSCI EAFE Growth ETF worth $7.85M as of Q1 2026.
  • Ancora Advisors bought 5,875 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $691K.
  • iShares MSCI EAFE Growth ETF made up 0.17% of Ancora Advisors's portfolio in Q1 2026, its #139 holding.
  • Ancora Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q4 2016 and has held it in 24 quarters since.
  • 1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.