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Avantra Family Wealth’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Avantra Family Wealth’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 		$750K Buy
+6,028
New +$727K 0.48% 62
2025
Q2 		– Sell
-9,956
Closed -$996K – 140
2025
Q1 		$996K Sell
9,956
-1,016
-9% -$104K 0.96% 31
2024
Q4 		$1.06M Buy
+10,972
New +$1.12M 0.99% 22

Other funds holding EFG

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JC
JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FSWA
Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

Avantra Family Wealth's EFG Position: Q2 2026 in Review

Avantra Family Wealth opened a new position in iShares MSCI EAFE Growth ETF (EFG) in Q2 2026: 6,028 shares worth $750K. The stake represents 0.48% of the portfolio and ranks #62 among its holdings. This is a return to the name: Avantra Family Wealth previously reported a position in EFG as recently as Q1 2025.

Avantra Family Wealth first reported a position in EFG in Q4 2024 and has held it in 3 quarters since. The position peaked at $1.06M in Q4 2024. 529 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Avantra Family Wealth held 6,028 shares of iShares MSCI EAFE Growth ETF worth $750K as of Q2 2026.
  • iShares MSCI EAFE Growth ETF was a new Avantra Family Wealth position in Q2 2026.
  • iShares MSCI EAFE Growth ETF made up 0.48% of Avantra Family Wealth's portfolio in Q2 2026, its #62 holding.
  • Avantra Family Wealth first reported a position in iShares MSCI EAFE Growth ETF in Q4 2024 and has held it in 3 quarters since.
  • Avantra Family Wealth's iShares MSCI EAFE Growth ETF position peaked at $1.06M in Q4 2024.
  • 529 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Avantra Family Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.