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

CGN 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 		$430K Buy
3,460
+68
+2% +$8.2K 0.03% 244
2026
Q1 		$378K Buy
3,392
+40
+1% +$4.7K 0.03% 249
2025
Q4 		$382K Sell
3,352
-47
-1% -$5.39K 0.03% 244
2025
Q3 		$387K Sell
3,399
-4
-0.1% -$446 0.03% 237
2025
Q2 		$381K Sell
3,403
-163
-5% -$17.2K 0.03% 239
2025
Q1 		$357K Buy
3,566
+183
+5% +$18.7K 0.03% 241
2024
Q4 		$328K Sell
3,383
-710
-17% -$72.2K 0.03% 247
2024
Q3 		$441K Buy
4,093
+700
+21% +$72.6K 0.04% 213
2024
Q2 		$347K Buy
3,393
+349
+11% +$35.7K 0.04% 217
2024
Q1 		$316K Buy
3,044
+474
+18% +$47.2K 0.04% 217
2023
Q4 		$249K Buy
2,570
+42
+2% +$3.76K 0.03% 228
2023
Q3 		$218K Buy
+2,528
New +$233K 0.03% 246
2022
Q1 		– Sell
-2,725
Closed -$301K – 219
2021
Q4 		$301K Sell
2,725
-985
-27% -$108K 0.08% 183
2021
Q3 		$395K Sell
3,710
-10,230
-73% -$1.13M 0.13% 145
2021
Q2 		$1.5M Buy
13,940
+625
+5% +$66.4K 0.47% 55
2021
Q1 		$1.34M Buy
13,315
+1,386
+12% +$141K 0.48% 54
2020
Q4 		$1.2M Buy
+11,929
New +$1.13M 0.48% 60

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
Cetera Investment Advisers
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
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

CGN Advisors's EFG Position: Q2 2026 in Review

CGN Advisors increased its iShares MSCI EAFE Growth ETF (EFG) stake by 2% in Q2 2026, buying an estimated $8.2K and bringing the position to 3,460 shares worth $430K. The position accounts for 0.03% of the portfolio, ranked #244.

CGN Advisors first reported a position in EFG in Q4 2020 and has held it in 17 quarters since. The position peaked at $1.5M in Q2 2021. 1,056 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • CGN Advisors held 3,460 shares of iShares MSCI EAFE Growth ETF worth $430K as of Q2 2026.
  • CGN Advisors bought 68 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $8.2K.
  • iShares MSCI EAFE Growth ETF made up 0.03% of CGN Advisors's portfolio in Q2 2026, its #244 holding.
  • CGN Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q4 2020 and has held it in 17 quarters since.
  • CGN Advisors's iShares MSCI EAFE Growth ETF position peaked at $1.5M in Q2 2021.
  • 1,056 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on CGN Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.