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

Clearstead 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 		$4.23K Buy
+38
New +$4.47K ﹤0.01% 1764
2025
Q3 		– Sell
-97
Closed -$10.8K – 3140
2025
Q2 		$10.8K Sell
97
-154
-61% -$16.2K ﹤0.01% 1866
2025
Q1 		$25.1K Buy
251
+211
+528% +$21.5K ﹤0.01% 1357
2024
Q4 		$3.87K Buy
40
+19
+90% +$1.93K ﹤0.01% 1762
2024
Q3 		$2.26K Sell
21
-311
-94% -$32.3K ﹤0.01% 1822
2024
Q2 		$34K Hold
332
– – ﹤0.01% 1257
2024
Q1 		$34.2K Sell
332
-1,197
-78% -$119K ﹤0.01% 850
2023
Q4 		$148K Sell
1,529
-12,459
-89% -$1.12M 0.01% 506
2023
Q3 		$1.21M Buy
13,988
+6,255
+81% +$577K 0.04% 274
2023
Q2 		$738K Sell
7,733
-465
-6% -$44.2K 0.04% 242
2023
Q1 		$768K Sell
8,198
-2,335
-22% -$210K 0.06% 200
2022
Q4 		$882K Buy
10,533
+3,864
+58% +$312K 0.07% 182
2022
Q3 		$484K Sell
6,669
-12,829
-66% -$1.05M 0.04% 230
2022
Q2 		$1.57M Buy
19,498
+2,019
+12% +$175K 0.12% 137
2022
Q1 		$1.68M Buy
17,479
+17,382
+17,920% +$1.71M 0.11% 141
2021
Q4 		$11K Buy
97
+76
+362% +$8.32K ﹤0.01% 919
2021
Q3 		$2K Hold
21
– – ﹤0.01% 1121
2021
Q2 		$2K Hold
21
– – ﹤0.01% 1036
2021
Q1 		$2K Hold
21
– – ﹤0.01% 957
2020
Q4 		$2K Hold
21
– – ﹤0.01% 882
2020
Q3 		$2K Sell
21
-407
-95% -$36.1K ﹤0.01% 809
2020
Q2 		$36K Sell
428
-2,775
-87% -$217K ﹤0.01% 467
2020
Q1 		$228K Buy
+3,203
New +$259K 0.03% 223
2019
Q1 		– Sell
-17,373
Closed -$1.2M – 258
2018
Q4 		$1.2M Buy
+17,373
New +$1.27M 0.19% 93
2017
Q4 		– Sell
-3,165
Closed -$245K – 235
2017
Q3 		$245K Sell
3,165
-3,165
-50% -$240K 0.03% 214
2017
Q2 		$468K Hold
6,330
– – 0.07% 154
2017
Q1 		$440K Sell
6,330
-3,265
-34% -$219K 0.06% 149
2016
Q4 		$611K Buy
+9,595
New +$620K 0.1% 118

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 $12.8B AUM 19.38% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

Clearstead Advisors's EFG Position: Q1 2026 in Review

Clearstead Advisors opened a new position in iShares MSCI EAFE Growth ETF (EFG) in Q1 2026: 38 shares worth $4.23K. The stake represents ﹤0.01% of the portfolio and ranks #1764 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in EFG as recently as Q2 2025.

Clearstead Advisors first reported a position in EFG in Q4 2016 and has held it in 28 quarters since. The position peaked at $1.68M in Q1 2022. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

  • Clearstead Advisors held 38 shares of iShares MSCI EAFE Growth ETF worth $4.23K as of Q1 2026.
  • iShares MSCI EAFE Growth ETF was a new Clearstead Advisors position in Q1 2026.
  • iShares MSCI EAFE Growth ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q1 2026, its #1764 holding.
  • Clearstead Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q4 2016 and has held it in 28 quarters since.
  • Clearstead Advisors's iShares MSCI EAFE Growth ETF position peaked at $1.68M in Q1 2022.
  • 1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.