Capital Investment Advisory Services’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Capital Investment Advisory Services’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	$7.71K	Buy	62 +11	+22%	+$1.33K	﹤0.01%	1185
2026 Q1	$5.68K	Hold	51	–	–	﹤0.01%	1113
2025 Q4	$5.81K	Sell	51 -12	-19%	-$1.38K	﹤0.01%	1065
2025 Q3	$7.19K	Buy	63 +10	+19%	+$1.11K	﹤0.01%	990
2025 Q2	$5.95K	Hold	53	–	–	﹤0.01%	976
2025 Q1	$5.31K	Buy	53 +7	+15%	+$714	﹤0.01%	916
2024 Q4	$4.46K	Hold	46	–	–	﹤0.01%	856
2024 Q3	$4.96K	Hold	46	–	–	﹤0.01%	900
2024 Q2	$4.71K	Hold	46	–	–	﹤0.01%	875
2024 Q1	$4.77K	Hold	46	–	–	﹤0.01%	870
2023 Q4	$4.46K	Hold	46	–	–	﹤0.01%	894
2023 Q3	$3.97K	Hold	46	–	–	﹤0.01%	863
2023 Q2	$4.39K	Hold	46	–	–	﹤0.01%	805
2023 Q1	$4.31K	Buy	+46	New	+$4.14K	﹤0.01%	801
2022 Q4	–	Sell	-46	Closed	-$3K	–	821
2022 Q3	$3K	Hold	46	–	–	﹤0.01%	757
2022 Q2	$4K	Hold	46	–	–	﹤0.01%	765
2022 Q1	$4K	Hold	46	–	–	﹤0.01%	785
2021 Q4	$5K	Hold	46	–	–	﹤0.01%	759
2021 Q3	$5K	Buy	46 +1	+2%	+$110	﹤0.01%	710
2021 Q2	$5K	Hold	45	–	–	﹤0.01%	736
2021 Q1	$5K	Hold	45	–	–	﹤0.01%	686
2020 Q4	$5K	Hold	45	–	–	﹤0.01%	653
2020 Q3	$4K	Hold	45	–	–	﹤0.01%	578
2020 Q2	$4K	Buy	+45	New	+$3.51K	﹤0.01%	521

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

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

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

Capital Investment Advisory Services's EFG Position: Q2 2026 in Review

Capital Investment Advisory Services increased its iShares MSCI EAFE Growth ETF (EFG) stake by 22% in Q2 2026, buying an estimated $1.33K and bringing the position to 62 shares worth $7.71K. The position accounts for ﹤0.01% of the portfolio, ranked #1185.

Capital Investment Advisory Services first reported a position in EFG in Q2 2020 and has held it in 24 quarters since. 372 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Capital Investment Advisory Services held 62 shares of iShares MSCI EAFE Growth ETF worth $7.71K as of Q2 2026.
Capital Investment Advisory Services bought 11 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $1.33K.
iShares MSCI EAFE Growth ETF made up ﹤0.01% of Capital Investment Advisory Services's portfolio in Q2 2026, its #1185 holding.
Capital Investment Advisory Services first reported a position in iShares MSCI EAFE Growth ETF in Q2 2020 and has held it in 24 quarters since.
372 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.