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

Aventus Investment 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	$12.1M	Sell	96,865 -20,713	-18%	-$2.5M	8.83%	2
2026 Q1	$13.1M	Buy	117,578 +974	+0.8%	+$115K	11.08%	2
2025 Q4	$13.3M	Buy	116,604 +3,706	+3%	+$425K	10.77%	2
2025 Q3	$12.9M	Buy	112,898 +481	+0.4%	+$53.6K	10.97%	2
2025 Q2	$12.6M	Buy	+112,417	New	+$11.9M	11.32%	2

Other funds holding EFG

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

FSWA

Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

WFPG

Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Aventus Investment Advisors's EFG Position: Q2 2026 in Review

Aventus Investment Advisors reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 18% in Q2 2026, selling an estimated $2.5M and leaving 96,865 shares worth $12.1M. The position accounts for 8.83% of the portfolio, ranked #2.

Aventus Investment Advisors first reported a position in EFG in Q2 2025 and has held it in 5 quarters since. The position peaked at $13.3M in Q4 2025. 390 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Aventus Investment Advisors held 96,865 shares of iShares MSCI EAFE Growth ETF worth $12.1M as of Q2 2026.
Aventus Investment Advisors sold 20,713 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $2.5M.
iShares MSCI EAFE Growth ETF made up 8.83% of Aventus Investment Advisors's portfolio in Q2 2026, its #2 holding.
Aventus Investment Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q2 2025 and has held it in 5 quarters since.
Aventus Investment Advisors's iShares MSCI EAFE Growth ETF position peaked at $13.3M in Q4 2025.
390 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Aventus Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.