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

Aspire 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	$417K	Hold	3,355	–	–	0.08%	95
2026 Q1	$374K	Hold	3,355	–	–	0.08%	83
2025 Q4	$382K	Hold	3,355	–	–	0.09%	84
2025 Q3	$382K	Hold	3,355	–	–	0.09%	82
2025 Q2	$376K	Hold	3,355	–	–	0.1%	75
2025 Q1	$336K	Hold	3,355	–	–	0.1%	70
2024 Q4	$325K	Sell	3,355 -235	-7%	-$23.9K	0.09%	66
2024 Q3	$386K	Hold	3,590	–	–	0.12%	57
2024 Q2	$367K	Sell	3,590 -22	-0.6%	-$2.25K	0.12%	55
2024 Q1	$375K	Buy	3,612 +22	+0.6%	+$2.19K	0.13%	53
2023 Q4	$348K	Hold	3,590	–	–	0.14%	52
2023 Q3	$310K	Hold	3,590	–	–	0.14%	53
2023 Q2	$343K	Sell	3,590 -275	-7%	-$26.2K	0.17%	49
2023 Q1	$362K	Sell	3,865 -117	-3%	-$10.5K	0.19%	44
2022 Q4	$334K	Hold	3,982	–	–	0.19%	43
2022 Q3	$289K	Hold	3,982	–	–	0.23%	43
2022 Q2	$321K	Buy	3,982 +117	+3%	+$10.2K	0.24%	41
2022 Q1	$372K	Buy	+3,865	New	+$380K	0.35%	32

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

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

Aspire Capital Advisors held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q2 2026 at 3,355 shares worth $417K. The position accounts for 0.08% of the portfolio, ranked #95.

Aspire Capital Advisors first reported a position in EFG in Q1 2022 and has held it in 18 quarters since. 1,056 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Aspire Capital Advisors held 3,355 shares of iShares MSCI EAFE Growth ETF worth $417K as of Q2 2026.
Aspire Capital Advisors left its iShares MSCI EAFE Growth ETF share count unchanged in Q2 2026.
iShares MSCI EAFE Growth ETF made up 0.08% of Aspire Capital Advisors's portfolio in Q2 2026, its #95 holding.
Aspire Capital Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q1 2022 and has held it in 18 quarters since.
1,056 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Aspire Capital Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.