DSA
EFG icon

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

Droms Strauss 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 		$498K Sell
4,005
-96
-2% -$11.6K 0.11% 60
2026
Q1 		$457K Buy
4,101
+115
+3% +$13.5K 0.12% 53
2025
Q4 		$454K Buy
3,986
+587
+17% +$67.3K 0.12% 52
2025
Q3 		$387K Sell
3,399
-44
-1% -$4.9K 0.11% 54
2025
Q2 		$386K Buy
3,443
+18
+0.5% +$1.9K 0.12% 54
2025
Q1 		$342K Sell
3,425
-176
-5% -$17.9K 0.12% 51
2024
Q4 		$349K Sell
3,601
-128
-3% -$13K 0.11% 50
2024
Q3 		$401K Buy
3,729
+112
+3% +$11.6K 0.14% 47
2024
Q2 		$370K Sell
3,617
-36
-1% -$3.68K 0.13% 46
2024
Q1 		$379K Sell
3,653
-27
-0.7% -$2.69K 0.14% 48
2023
Q4 		$356K Sell
3,680
-188
-5% -$16.8K 0.14% 51
2023
Q3 		$334K Sell
3,868
-43
-1% -$3.96K 0.14% 50
2023
Q2 		$367K Sell
3,911
-35
-0.9% -$3.33K 0.15% 48
2023
Q1 		$370K Sell
3,946
-1,146
-23% -$103K 0.17% 46
2022
Q4 		$428K Buy
5,092
+906
+22% +$73.2K 0.2% 46
2022
Q3 		$303K Sell
4,186
-839
-17% -$68.4K 0.15% 50
2022
Q2 		$403K Sell
5,025
-415
-8% -$36K 0.2% 45
2022
Q1 		$532K Buy
5,440
+522
+11% +$51.3K 0.27% 26
2021
Q4 		$541K Buy
4,918
+494
+11% +$54.1K 0.24% 31
2021
Q3 		$471K Sell
4,424
-168
-4% -$18.5K 0.23% 33
2021
Q2 		$494K Buy
4,592
+132
+3% +$14K 0.23% 34
2021
Q1 		$450K Sell
4,460
-34
-0.8% -$3.46K 0.22% 34
2020
Q4 		$454K Buy
4,494
+1
+0% +$95 0.26% 28
2020
Q3 		$403K Sell
4,493
-762
-15% -$67.5K 0.24% 33
2020
Q2 		$435K Sell
5,255
-2,934
-36% -$229K 0.3% 24
2020
Q1 		$584K Sell
8,189
-456
-5% -$36.9K 0.49% 24
2019
Q4 		$745K Buy
8,645
+2,151
+33% +$179K 0.55% 22
2019
Q3 		$526K Sell
6,494
-2,662
-29% -$213K 0.42% 26
2019
Q2 		$741K Sell
9,156
-261
-3% -$20.6K 0.55% 27
2019
Q1 		$731K Sell
9,417
-938
-9% -$69.6K 0.57% 28
2018
Q4 		$715K Buy
+10,355
New +$754K 0.66% 23

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

Droms Strauss Advisors's EFG Position: Q2 2026 in Review

Droms Strauss Advisors reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 2.3% in Q2 2026, selling an estimated $11.6K and leaving 4,005 shares worth $498K. The position accounts for 0.11% of the portfolio, ranked #60.

Droms Strauss Advisors first reported a position in EFG in Q4 2018 and has held it in 31 quarters since. The position peaked at $745K in Q4 2019. 1,056 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Droms Strauss Advisors held 4,005 shares of iShares MSCI EAFE Growth ETF worth $498K as of Q2 2026.
  • Droms Strauss Advisors sold 96 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $11.6K.
  • iShares MSCI EAFE Growth ETF made up 0.11% of Droms Strauss Advisors's portfolio in Q2 2026, its #60 holding.
  • Droms Strauss Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q4 2018 and has held it in 31 quarters since.
  • Droms Strauss Advisors's iShares MSCI EAFE Growth ETF position peaked at $745K in Q4 2019.
  • 1,056 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

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