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

Consilio Wealth 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 		$5.16M Buy
41,480
+1,161
+3% +$140K 1.24% 20
2026
Q1 		$4.49M Sell
40,319
-304
-0.7% -$35.8K 1.31% 20
2025
Q4 		$4.63M Sell
40,623
-164
-0.4% -$18.8K 1.35% 17
2025
Q3 		$4.64M Sell
40,787
-639
-2% -$71.2K 1.53% 15
2025
Q2 		$4.63M Buy
41,426
+29,027
+234% +$3.06M 1.65% 14
2025
Q1 		$1.24M Sell
12,399
-156,653
-93% -$16M 0.52% 22
2024
Q4 		$16.4M Buy
169,052
+5,596
+3% +$569K 6.7% 5
2024
Q3 		$17.6M Buy
163,456
+12,024
+8% +$1.25M 7.26% 4
2024
Q2 		$15.5M Buy
151,432
+3,727
+3% +$381K 6.95% 5
2024
Q1 		$15.3M Buy
147,705
+4,179
+3% +$416K 7.18% 5
2023
Q4 		$13.9M Buy
143,526
+11,222
+8% +$1.01M 7.05% 5
2023
Q3 		$11.1M Buy
132,304
+4,480
+4% +$413K 6.47% 6
2023
Q2 		$12.2M Sell
127,824
-63
-0% -$5.99K 6.71% 4
2023
Q1 		$12M Buy
127,887
+26,106
+26% +$2.35M 6.78% 4
2022
Q4 		$8.53M Buy
+101,781
New +$8.23M 5.45% 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

Consilio Wealth Advisors's EFG Position: Q2 2026 in Review

Consilio Wealth Advisors increased its iShares MSCI EAFE Growth ETF (EFG) stake by 2.9% in Q2 2026, buying an estimated $140K and bringing the position to 41,480 shares worth $5.16M. The position accounts for 1.24% of the portfolio, ranked #20.

Consilio Wealth Advisors first reported a position in EFG in Q4 2022 and has held it in 15 quarters since. The position peaked at $17.6M in Q3 2024. 1,060 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Consilio Wealth Advisors held 41,480 shares of iShares MSCI EAFE Growth ETF worth $5.16M as of Q2 2026.
  • Consilio Wealth Advisors bought 1,161 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $140K.
  • iShares MSCI EAFE Growth ETF made up 1.24% of Consilio Wealth Advisors's portfolio in Q2 2026, its #20 holding.
  • Consilio Wealth Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • Consilio Wealth Advisors's iShares MSCI EAFE Growth ETF position peaked at $17.6M in Q3 2024.
  • 1,060 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Consilio Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.