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Checchi Capital Advisers’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Checchi Capital 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 		$12.3M Buy
98,550
+3,991
+4% +$481K 0.55% 41
2026
Q1 		$10.5M Sell
94,559
-19,921
-17% -$2.34M 0.53% 45
2025
Q4 		$13M Sell
114,480
-30
-0% -$3.44K 0.67% 38
2025
Q3 		$13M Sell
114,510
-2,216
-2% -$247K 0.68% 35
2025
Q2 		$13.1M Sell
116,726
-4,095
-3% -$432K 0.73% 34
2025
Q1 		$12.1M Buy
120,821
+2,781
+2% +$283K 0.64% 37
2024
Q4 		$11.4M Sell
118,040
-7,323
-6% -$744K 0.67% 33
2024
Q3 		$13.5M Sell
125,363
-2,464
-2% -$256K 0.75% 26
2024
Q2 		$13.1M Sell
127,827
-14,589
-10% -$1.49M 0.66% 26
2024
Q1 		$14.8M Sell
142,416
-1,333
-0.9% -$133K 1.15% 20
2023
Q4 		$13.9M Buy
143,749
+5,116
+4% +$458K 1.13% 20
2023
Q3 		$12M Buy
138,633
+213
+0.2% +$19.6K 1.11% 23
2023
Q2 		$13.2M Buy
138,420
+3,136
+2% +$298K 1.18% 18
2023
Q1 		$12.7M Sell
135,284
-5,664
-4% -$509K 1.22% 16
2022
Q4 		$11.8M Buy
140,948
+5,115
+4% +$414K 1.23% 18
2022
Q3 		$9.86M Buy
135,833
+68,935
+103% +$5.62M 0.92% 24
2022
Q2 		$5.83M Buy
66,898
+1,286
+2% +$112K 0.5% 48
2022
Q1 		$6.32M Buy
65,612
+7,105
+12% +$699K 0.54% 42
2021
Q4 		$6.45M Sell
58,507
-1,371
-2% -$150K 0.57% 33
2021
Q3 		$6.38M Buy
59,878
+1,098
+2% +$121K 0.63% 31
2021
Q2 		$6.31M Sell
58,780
-16
-0% -$1.7K 0.62% 28
2021
Q1 		$5.91M Buy
58,796
+2,983
+5% +$303K 0.58% 27
2020
Q4 		$5.63M Buy
55,813
+5,722
+11% +$541K 0.58% 23
2020
Q3 		$4.5M Buy
50,091
+2,588
+5% +$229K 0.5% 28
2020
Q2 		$3.95M Buy
47,503
+562
+1% +$43.9K 0.47% 29
2020
Q1 		$3.34M Buy
46,941
+11,675
+33% +$946K 0.32% 31
2019
Q4 		$3.05M Buy
35,266
+909
+3% +$75.9K 0.41% 41
2019
Q3 		$2.77M Sell
34,357
-555
-2% -$44.4K 0.36% 42
2019
Q2 		$2.82M Sell
34,912
-414
-1% -$32.7K 0.36% 38
2019
Q1 		$2.74M Sell
35,326
-921
-3% -$68.3K 0.32% 42
2018
Q4 		$2.5M Sell
36,247
-8,811
-20% -$642K 0.32% 44
2018
Q3 		$3.61M Sell
45,058
-1,115
-2% -$88.9K 0.42% 29
2018
Q2 		$3.64M Buy
46,173
+4,472
+11% +$362K 0.46% 25
2018
Q1 		$3.35M Buy
41,701
+2,395
+6% +$196K 0.44% 25
2017
Q4 		$3.17M Sell
39,306
-2,151
-5% -$170K 0.43% 28
2017
Q3 		$3.21M Buy
41,457
+1,628
+4% +$123K 0.32% 25
2017
Q2 		$2.95M Buy
39,829
+6,294
+19% +$460K 0.32% 27
2017
Q1 		$2.33M Sell
33,535
-6,833
-17% -$458K 0.27% 41
2016
Q4 		$2.57M Buy
40,368
+4,432
+12% +$286K 0.35% 31
2016
Q3 		$2.46M Sell
35,936
-1,577
-4% -$106K 0.28% 35
2016
Q2 		$2.45M Buy
37,513
+1,309
+4% +$86.6K 0.28% 29
2016
Q1 		$2.38M Sell
36,204
-3,069
-8% -$194K 0.53% 29
2015
Q4 		$2.64M Sell
39,273
-3,085
-7% -$209K 0.67% 19
2015
Q3 		$2.7M Sell
42,358
-1,885
-4% -$128K 0.73% 20
2015
Q2 		$3.09M Sell
44,243
-2,831
-6% -$206K 0.82% 18
2015
Q1 		$3.3M Sell
47,074
-2,534
-5% -$173K 0.97% 14
2014
Q4 		$3.27M Sell
49,608
-5,641
-10% -$378K 1.23% 11
2014
Q3 		$3.76M Buy
55,249
+1,424
+3% +$101K 1.54% 10
2014
Q2 		$3.9M Sell
53,825
-665
-1% -$47.9K 1.78% 9
2014
Q1 		$3.87M Buy
54,490
+3,733
+7% +$261K 2.37% 6
2013
Q4 		$3.63M Buy
+50,757
New +$3.52M 2.82% 5

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

Checchi Capital Advisers's EFG Position: Q2 2026 in Review

Checchi Capital Advisers increased its iShares MSCI EAFE Growth ETF (EFG) stake by 4.2% in Q2 2026, buying an estimated $481K and bringing the position to 98,550 shares worth $12.3M. The position accounts for 0.55% of the portfolio, ranked #41.

Checchi Capital Advisers first reported a position in EFG in Q4 2013 and has held it in 51 quarters since. The position peaked at $14.8M in Q1 2024. 1,057 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Checchi Capital Advisers held 98,550 shares of iShares MSCI EAFE Growth ETF worth $12.3M as of Q2 2026.
  • Checchi Capital Advisers bought 3,991 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $481K.
  • iShares MSCI EAFE Growth ETF made up 0.55% of Checchi Capital Advisers's portfolio in Q2 2026, its #41 holding.
  • Checchi Capital Advisers first reported a position in iShares MSCI EAFE Growth ETF in Q4 2013 and has held it in 51 quarters since.
  • Checchi Capital Advisers's iShares MSCI EAFE Growth ETF position peaked at $14.8M in Q1 2024.
  • 1,057 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Checchi Capital Advisers's 13F filing for Q2 2026, filed 4 Aug 2026.