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

Doliver 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	$444K	Hold	3,570	–	–	0.1%	136
2026 Q1	$398K	Hold	3,570	–	–	0.09%	131
2025 Q4	$407K	Sell	3,570 -75	-2%	-$8.6K	0.1%	126
2025 Q3	$415K	Sell	3,645 -140	-4%	-$15.6K	0.11%	124
2025 Q2	$424K	Sell	3,785 -75	-2%	-$7.91K	0.12%	119
2025 Q1	$386K	Sell	3,860 -100	-3%	-$10.2K	0.11%	119
2024 Q4	$383K	Sell	3,960 -55	-1%	-$5.59K	0.11%	118
2024 Q3	$432K	Sell	4,015 -153	-4%	-$15.9K	0.12%	104
2024 Q2	$426K	Sell	4,168 -30	-0.7%	-$3.07K	0.12%	102
2024 Q1	$436K	Sell	4,198 -364	-8%	-$36.2K	0.12%	103
2023 Q4	$442K	Sell	4,562 -200	-4%	-$17.9K	0.14%	95
2023 Q3	$411K	Sell	4,762 -70	-1%	-$6.45K	0.12%	100
2023 Q2	$461K	Sell	4,832 -60	-1%	-$5.71K	0.14%	106
2023 Q1	$458K	Buy	+4,892	New	+$440K	0.14%	93

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

Doliver Advisors's EFG Position: Q2 2026 in Review

Doliver Advisors held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q2 2026 at 3,570 shares worth $444K. The position accounts for 0.1% of the portfolio, ranked #136.

Doliver Advisors first reported a position in EFG in Q1 2023 and has held it in 14 quarters since. The position peaked at $461K in Q2 2023. 1,062 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Doliver Advisors held 3,570 shares of iShares MSCI EAFE Growth ETF worth $444K as of Q2 2026.
Doliver Advisors left its iShares MSCI EAFE Growth ETF share count unchanged in Q2 2026.
iShares MSCI EAFE Growth ETF made up 0.1% of Doliver Advisors's portfolio in Q2 2026, its #136 holding.
Doliver Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q1 2023 and has held it in 14 quarters since.
Doliver Advisors's iShares MSCI EAFE Growth ETF position peaked at $461K in Q2 2023.
1,062 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Doliver Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.