AI
EFG icon

Atria Investments’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Atria Investments’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 		$31.9M Buy
286,592
+256,440
+850% +$30.2M 0.36% 49
2025
Q4 		$3.43M Sell
30,152
-13,539
-31% -$1.55M 0.04% 508
2025
Q3 		$4.98M Sell
43,691
-152,440
-78% -$17M 0.06% 394
2025
Q2 		$22M Buy
196,131
+9,930
+5% +$1.05M 0.26% 66
2025
Q1 		$18.6M Sell
186,201
-167,586
-47% -$17.1M 0.24% 74
2024
Q4 		$34.3M Buy
353,787
+34,702
+11% +$3.53M 0.43% 36
2024
Q3 		$34.3M Sell
319,085
-28,579
-8% -$2.97M 0.43% 38
2024
Q2 		$35.6M Buy
347,664
+131,413
+61% +$13.4M 0.46% 35
2024
Q1 		$22.4M Buy
216,251
+17,511
+9% +$1.74M 0.31% 65
2023
Q4 		$19.2M Sell
198,740
-104,010
-34% -$9.32M 0.3% 66
2023
Q3 		$26.1M Sell
302,750
-34,993
-10% -$3.23M 0.47% 39
2023
Q2 		$32.2M Buy
337,743
+18,982
+6% +$1.81M 0.58% 26
2023
Q1 		$29.9M Buy
318,761
+109,789
+53% +$9.87M 0.57% 27
2022
Q4 		$17.5M Sell
208,972
-16,024
-7% -$1.3M 0.36% 53
2022
Q3 		$16.3M Buy
224,996
+37,715
+20% +$3.08M 0.36% 51
2022
Q2 		$15.1M Sell
187,281
-8,372
-4% -$727K 0.32% 63
2022
Q1 		$18.8M Sell
195,653
-108,734
-36% -$10.7M 0.33% 60
2021
Q4 		$33.6M Sell
304,387
-5,143
-2% -$563K 0.6% 25
2021
Q3 		$33M Buy
309,530
+104,684
+51% +$11.5M 0.6% 27
2021
Q2 		$22M Buy
204,846
+32,106
+19% +$3.41M 0.42% 46
2021
Q1 		$17.4M Sell
172,740
-24,735
-13% -$2.52M 0.38% 52
2020
Q4 		$19.9M Sell
197,475
-15,863
-7% -$1.5M 0.48% 36
2020
Q3 		$19.2M Buy
213,338
+43,817
+26% +$3.88M 0.58% 29
2020
Q2 		$14.1M Buy
+169,521
New +$13.2M 0.48% 38
2018
Q4 		– Sell
-8,622
Closed -$690K – 914
2018
Q3 		$690K Sell
8,622
-145
-2% -$11.6K 0.03% 502
2018
Q2 		$691K Sell
8,767
-67
-0.8% -$5.43K 0.03% 467
2018
Q1 		$710K Sell
8,834
-3,210
-27% -$262K 0.03% 427
2017
Q4 		$972K Buy
12,044
+2,822
+31% +$224K 0.05% 341
2017
Q3 		$714K Buy
9,222
+1,705
+23% +$129K 0.04% 384
2017
Q2 		$556K Buy
7,517
+1,552
+26% +$113K 0.03% 408
2017
Q1 		$415K Buy
5,965
+1,443
+32% +$96.7K 0.03% 433
2016
Q4 		$288K Buy
+4,522
New +$292K 0.02% 479
2015
Q1 		– Sell
-18,533
Closed -$1.22M – 411
2014
Q4 		$1.22M Buy
18,533
+1,212
+7% +$81.2K 0.13% 126
2014
Q3 		$1.18M Buy
17,321
+8,616
+99% +$609K 0.12% 143
2014
Q2 		$631K Buy
8,705
+2,459
+39% +$177K 0.06% 242
2014
Q1 		$443K Buy
6,246
+529
+9% +$37K 0.05% 306
2013
Q4 		$409K Buy
5,717
+828
+17% +$57.4K 0.04% 323
2013
Q3 		$333K Buy
+4,889
New +$321K 0.03% 345

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 $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Atria Investments's EFG Position: Q1 2026 in Review

Atria Investments increased its iShares MSCI EAFE Growth ETF (EFG) stake by 850% in Q1 2026, buying an estimated $30.2M and bringing the position to 286,592 shares worth $31.9M. The position accounts for 0.36% of the portfolio, ranked #49.

Atria Investments first reported a position in EFG in Q3 2013 and has held it in 38 quarters since. The position peaked at $35.6M in Q2 2024. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

  • Atria Investments held 286,592 shares of iShares MSCI EAFE Growth ETF worth $31.9M as of Q1 2026.
  • Atria Investments bought 256,440 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $30.2M.
  • iShares MSCI EAFE Growth ETF made up 0.36% of Atria Investments's portfolio in Q1 2026, its #49 holding.
  • Atria Investments first reported a position in iShares MSCI EAFE Growth ETF in Q3 2013 and has held it in 38 quarters since.
  • Atria Investments's iShares MSCI EAFE Growth ETF position peaked at $35.6M in Q2 2024.
  • 1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.