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

Claro 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
Q1 		$1.39M Sell
12,491
-3,989
-24% -$469K 0.17% 112
2025
Q4 		$1.88M Sell
16,480
-8,941
-35% -$1.03M 0.26% 75
2025
Q3 		$2.89M Sell
25,421
-8,828
-26% -$984K 0.42% 50
2025
Q2 		$3.84M Sell
34,249
-761
-2% -$80.3K 0.63% 35
2025
Q1 		$3.5M Sell
35,010
-11,632
-25% -$1.19M 0.47% 39
2024
Q4 		$4.52M Buy
46,642
+8,577
+23% +$872K 0.61% 29
2024
Q3 		$4.1M Buy
38,065
+5,727
+18% +$594K 0.53% 33
2024
Q2 		$3.31M Buy
32,338
+20,555
+174% +$2.1M 0.52% 39
2024
Q1 		$1.22M Buy
11,783
+7,733
+191% +$770K 0.21% 103
2023
Q4 		$392K Buy
4,050
+188
+5% +$16.8K 0.08% 250
2023
Q3 		$333K Sell
3,862
-314
-8% -$28.9K 0.08% 259
2023
Q2 		$398K Buy
4,176
+354
+9% +$33.7K 0.1% 228
2023
Q1 		$358K Buy
3,822
+32
+0.8% +$2.88K 0.11% 223
2022
Q4 		$317K Buy
3,790
+83
+2% +$6.71K 0.1% 220
2022
Q3 		$298K Hold
3,707
– – 0.12% 194
2022
Q2 		$298K Buy
3,707
+349
+10% +$30.3K 0.12% 194
2022
Q1 		$370K Hold
3,358
– – 0.13% 167
2021
Q4 		$370K Buy
+3,358
New +$368K 0.13% 167

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Claro Advisors's EFG Position: Q1 2026 in Review

Claro Advisors reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 24% in Q1 2026, selling an estimated $469K and leaving 12,491 shares worth $1.39M. The position accounts for 0.17% of the portfolio, ranked #112.

Claro Advisors first reported a position in EFG in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.52M in Q4 2024. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

  • Claro Advisors held 12,491 shares of iShares MSCI EAFE Growth ETF worth $1.39M as of Q1 2026.
  • Claro Advisors sold 3,989 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $469K.
  • iShares MSCI EAFE Growth ETF made up 0.17% of Claro Advisors's portfolio in Q1 2026, its #112 holding.
  • Claro Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q4 2021 and has held it in 18 quarters since.
  • Claro Advisors's iShares MSCI EAFE Growth ETF position peaked at $4.52M in Q4 2024.
  • 1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.