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

Crewe 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 		$33.8K Buy
272
+198
+268% +$23.9K ﹤0.01% 507
2026
Q1 		$8.24K Hold
74
– – ﹤0.01% 682
2025
Q4 		$8.43K Sell
74
-81
-52% -$9.29K ﹤0.01% 651
2025
Q3 		$17.7K Buy
155
+15
+11% +$1.67K ﹤0.01% 522
2025
Q2 		$15.7K Buy
+140
New +$14.8K ﹤0.01% 403
2024
Q4 		– Sell
-46
Closed -$4.95K – 693
2024
Q3 		$4.95K Hold
46
– – ﹤0.01% 585
2024
Q2 		$4.71K Buy
46
+12
+35% +$1.23K ﹤0.01% 809
2024
Q1 		$3.53K Buy
+34
New +$3.38K ﹤0.01% 793

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

Crewe Advisors's EFG Position: Q2 2026 in Review

Crewe Advisors increased its iShares MSCI EAFE Growth ETF (EFG) stake by 268% in Q2 2026, buying an estimated $23.9K and bringing the position to 272 shares worth $33.8K. The position accounts for ﹤0.01% of the portfolio, ranked #507.

Crewe Advisors first reported a position in EFG in Q1 2024 and has held it in 8 quarters since. 1,056 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Crewe Advisors held 272 shares of iShares MSCI EAFE Growth ETF worth $33.8K as of Q2 2026.
  • Crewe Advisors bought 198 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $23.9K.
  • iShares MSCI EAFE Growth ETF made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #507 holding.
  • Crewe Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q1 2024 and has held it in 8 quarters since.
  • 1,056 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.