CVA Family Office’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

CVA Family Office’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	$45.5K	Hold	366	–	–	﹤0.01%	626
2026 Q1	$40.8K	Hold	366	–	–	﹤0.01%	646
2025 Q4	$41.7K	Hold	366	–	–	﹤0.01%	580
2025 Q3	$41.7K	Hold	366	–	–	0.01%	577
2025 Q2	$41K	Hold	366	–	–	0.01%	574
2025 Q1	$36.6K	Sell	366 -5	-1%	-$510	0.01%	572
2024 Q4	$35.9K	Hold	371	–	–	0.01%	578
2024 Q3	$39.9K	Hold	371	–	–	0.01%	542
2024 Q2	$38K	Hold	371	–	–	0.01%	541
2024 Q1	$38.5K	Hold	371	–	–	0.01%	533
2023 Q4	$35.9K	Buy	+371	New	+$33.2K	0.01%	530
2023 Q3	–	Sell	-792	Closed	-$75.6K	–	440
2023 Q2	$75.6K	Sell	792 -37	-4%	-$3.52K	0.02%	357
2023 Q1	$77.7K	Hold	829	–	–	0.02%	348
2022 Q4	$69.4K	Sell	829 -3,045	-79%	-$246K	0.02%	343
2022 Q3	$281K	Hold	3,874	–	–	0.08%	143
2022 Q2	$312K	Sell	3,874 -338	-8%	-$29.4K	0.08%	122
2022 Q1	$405K	Sell	4,212 -1,235	-23%	-$121K	0.1%	114
2021 Q4	$601K	Buy	5,447 +1,927	+55%	+$211K	0.15%	93
2021 Q3	$316K	Sell	3,520 -665	-16%	-$73.2K	0.23%	73
2021 Q2	$449K	Hold	4,185	–	–	0.13%	101
2021 Q1	$420K	Buy	4,185 +510	+14%	+$51.9K	0.16%	83
2020 Q4	$371K	Buy	3,675 +155	+4%	+$14.7K	0.23%	68
2020 Q3	$316K	Buy	3,520 +1,370	+64%	+$121K	0.23%	73
2020 Q2	$179K	Buy	+2,150	New	+$168K	0.15%	89

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 New York $1.81T AUM 41.13% 1-Year Est. Return

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 Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

CVA Family Office's EFG Position: Q2 2026 in Review

CVA Family Office held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q2 2026 at 366 shares worth $45.5K. The position accounts for ﹤0.01% of the portfolio, ranked #626.

CVA Family Office first reported a position in EFG in Q2 2020 and has held it in 24 quarters since. The position peaked at $601K in Q4 2021. 1,056 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

CVA Family Office held 366 shares of iShares MSCI EAFE Growth ETF worth $45.5K as of Q2 2026.
CVA Family Office left its iShares MSCI EAFE Growth ETF share count unchanged in Q2 2026.
iShares MSCI EAFE Growth ETF made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #626 holding.
CVA Family Office first reported a position in iShares MSCI EAFE Growth ETF in Q2 2020 and has held it in 24 quarters since.
CVA Family Office's iShares MSCI EAFE Growth ETF position peaked at $601K in Q4 2021.
1,056 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.