Cetera Investment Advisers
EFG icon

Cetera Investment Advisers’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Cetera Investment Advisers’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 		$293M Buy
2,355,345
+147,139
+7% +$17.7M 0.27% 68
2026
Q1 		$246M Buy
2,208,206
+1,227,595
+125% +$144M 0.26% 71
2025
Q4 		$112M Sell
980,611
-11,372
-1% -$1.3M 0.12% 150
2025
Q3 		$113M Sell
991,983
-323,222
-25% -$36M 0.13% 139
2025
Q2 		$147M Buy
1,315,205
+62,786
+5% +$6.62M 0.25% 80
2025
Q1 		$125M Sell
1,252,419
-529,494
-30% -$54M 0.24% 84
2024
Q4 		$173M Buy
1,781,913
+285,548
+19% +$29M 0.36% 48
2024
Q3 		$161M Sell
1,496,365
-51,637
-3% -$5.36M 0.35% 50
2024
Q2 		$158M Buy
1,548,002
+489,230
+46% +$50M 0.36% 45
2024
Q1 		$110M Buy
1,058,772
+549,140
+108% +$54.7M 0.26% 79
2023
Q4 		$49.4M Sell
509,632
-228,731
-31% -$20.5M 0.4% 37
2023
Q3 		$63.7M Sell
738,363
-204,483
-22% -$18.9M 0.55% 32
2023
Q2 		$90M Buy
942,846
+20,460
+2% +$1.95M 0.76% 24
2023
Q1 		$86.4M Buy
922,386
+272,683
+42% +$24.5M 0.76% 25
2022
Q4 		$54.4M Buy
649,703
+468,828
+259% +$37.9M 0.5% 33
2022
Q3 		$13.1M Buy
180,875
+41,665
+30% +$3.4M 0.26% 84
2022
Q2 		$11.2M Sell
139,210
-15,086
-10% -$1.31M 0.18% 117
2022
Q1 		$14.9M Buy
154,296
+8,830
+6% +$868K 0.21% 99
2021
Q4 		$16M Sell
145,466
-24,401
-14% -$2.67M 0.23% 88
2021
Q3 		$18.1M Buy
169,867
+34,966
+26% +$3.85M 0.29% 69
2021
Q2 		$14.5M Buy
134,901
+66,962
+99% +$7.12M 0.23% 94
2021
Q1 		$6.83M Sell
67,939
-48,261
-42% -$4.91M 0.13% 169
2020
Q4 		$11.7M Buy
116,200
+102,570
+753% +$9.7M 0.23% 96
2020
Q3 		$1.23M Buy
13,630
+7,757
+132% +$687K 0.1% 231
2020
Q2 		$488K Buy
+5,873
New +$459K 0.05% 357

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Cetera Investment Advisers's EFG Position: Q2 2026 in Review

Cetera Investment Advisers increased its iShares MSCI EAFE Growth ETF (EFG) stake by 6.7% in Q2 2026, buying an estimated $17.7M and bringing the position to 2,355,345 shares worth $293M. The position accounts for 0.27% of the portfolio, ranked #68.

Cetera Investment Advisers first reported a position in EFG in Q2 2020 and has held it in 25 quarters since. 1,056 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Cetera Investment Advisers held 2,355,345 shares of iShares MSCI EAFE Growth ETF worth $293M as of Q2 2026.
  • Cetera Investment Advisers bought 147,139 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $17.7M.
  • iShares MSCI EAFE Growth ETF made up 0.27% of Cetera Investment Advisers's portfolio in Q2 2026, its #68 holding.
  • Cetera Investment Advisers first reported a position in iShares MSCI EAFE Growth ETF in Q2 2020 and has held it in 25 quarters since.
  • 1,056 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.