Cerro Pacific Wealth Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Cerro Pacific Wealth 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	$19.8M	Buy	159,531 +14,097	+10%	+$1.7M	4.49%	3
2026 Q1	$16.2M	Buy	145,434 +55,104	+61%	+$6.48M	4.25%	5
2025 Q4	$10.3M	Buy	90,330 +15,042	+20%	+$1.72M	2.77%	8
2025 Q3	$8.57M	Buy	75,288 +8,677	+13%	+$967K	2.35%	14
2025 Q2	$7.46M	Buy	66,611 +27,747	+71%	+$2.93M	2.07%	16
2025 Q1	$3.76M	Sell	38,864 -7,689	-17%	-$784K	1.22%	23
2024 Q4	$5.01M	Buy	46,553 +19,423	+72%	+$1.97M	1.66%	17
2024 Q3	$2.78M	Buy	27,130 +759	+3%	+$78.7K	1.05%	27
2024 Q2	$2.7M	Buy	+26,371	New	+$2.7M	1.03%	27
2023 Q1	–	Sell	-50,318	Closed	-$4.21M	–	149
2022 Q4	$4.21M	Buy	+50,318	New	+$4.07M	2.24%	9

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

Cerro Pacific Wealth Advisors's EFG Position: Q2 2026 in Review

Cerro Pacific Wealth Advisors increased its iShares MSCI EAFE Growth ETF (EFG) stake by 9.7% in Q2 2026, buying an estimated $1.7M and bringing the position to 159,531 shares worth $19.8M. The position accounts for 4.49% of the portfolio, ranked #3.

Cerro Pacific Wealth Advisors first reported a position in EFG in Q4 2022 and has held it in 10 quarters since. 1,057 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Cerro Pacific Wealth Advisors held 159,531 shares of iShares MSCI EAFE Growth ETF worth $19.8M as of Q2 2026.
Cerro Pacific Wealth Advisors bought 14,097 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $1.7M.
iShares MSCI EAFE Growth ETF made up 4.49% of Cerro Pacific Wealth Advisors's portfolio in Q2 2026, its #3 holding.
Cerro Pacific Wealth Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q4 2022 and has held it in 10 quarters since.
1,057 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Cerro Pacific Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.