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

Aptus Capital 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
Q2 		$5.14M Buy
41,278
+4,209
+11% +$508K 0.04% 357
2026
Q1 		$4.13M Sell
37,069
-4,935
-12% -$580K 0.03% 371
2025
Q4 		$4.79M Sell
42,004
-889
-2% -$102K 0.03% 326
2025
Q3 		$4.88M Sell
42,893
-83,351
-66% -$9.29M 0.04% 322
2025
Q2 		$14.1M Buy
126,244
+4,526
+4% +$477K 0.12% 156
2025
Q1 		$12.2M Sell
121,718
-1,608
-1% -$164K 0.13% 155
2024
Q4 		$11.9M Buy
123,326
+81,230
+193% +$8.25M 0.13% 145
2024
Q3 		$4.53M Sell
42,096
-8,951
-18% -$929K 0.07% 217
2024
Q2 		$5.22M Sell
51,047
-21,374
-30% -$2.18M 0.09% 180
2024
Q1 		$7.52M Buy
72,421
+72,022
+18,051% +$7.17M 0.14% 137
2023
Q4 		$38.6K Sell
399
-4,478
-92% -$401K ﹤0.01% 704
2023
Q3 		$421K Buy
4,877
+4,412
+949% +$407K 0.01% 417
2023
Q2 		$44.4K Sell
465
-225
-33% -$21.4K ﹤0.01% 598
2023
Q1 		$64.6K Sell
690
-788
-53% -$70.9K ﹤0.01% 544
2022
Q4 		$124K Buy
1,478
+75
+5% +$6.06K ﹤0.01% 517
2022
Q3 		$102K Buy
1,403
+862
+159% +$70.3K ﹤0.01% 492
2022
Q2 		$44K Buy
541
+312
+136% +$27.1K ﹤0.01% 476
2022
Q1 		$22K Sell
229
-376
-62% -$37K ﹤0.01% 559
2021
Q4 		$67K Buy
605
+565
+1,413% +$61.9K ﹤0.01% 414
2021
Q3 		$4K Sell
40
-110
-73% -$12.1K ﹤0.01% 499
2021
Q2 		$16K Hold
150
– – ﹤0.01% 474
2021
Q1 		$15K Sell
150
-19
-11% -$1.93K ﹤0.01% 441
2020
Q4 		$17K Buy
+169
New +$16K ﹤0.01% 395

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cetera Investment Advisers
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
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Aptus Capital Advisors's EFG Position: Q2 2026 in Review

Aptus Capital Advisors increased its iShares MSCI EAFE Growth ETF (EFG) stake by 11% in Q2 2026, buying an estimated $508K and bringing the position to 41,278 shares worth $5.14M. The position accounts for 0.04% of the portfolio, ranked #357.

Aptus Capital Advisors first reported a position in EFG in Q4 2020 and has held it in 23 quarters since. The position peaked at $14.1M in Q2 2025. 1,060 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Aptus Capital Advisors held 41,278 shares of iShares MSCI EAFE Growth ETF worth $5.14M as of Q2 2026.
  • Aptus Capital Advisors bought 4,209 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $508K.
  • iShares MSCI EAFE Growth ETF made up 0.04% of Aptus Capital Advisors's portfolio in Q2 2026, its #357 holding.
  • Aptus Capital Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • Aptus Capital Advisors's iShares MSCI EAFE Growth ETF position peaked at $14.1M in Q2 2025.
  • 1,060 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.