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ES
Eagle Strategies’s
iShares MSCI EAFE Growth ETF
EFG
Stock Holding History
Eagle Strategies’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
Q1
$8.96M
Buy
80,408
+1,134
+1%
+$133K
1.07%
25
2025
Q4
$9.03M
Buy
79,274
+5,676
+8%
+$651K
1.15%
24
2025
Q3
$8.38M
Buy
73,598
+70,101
+2,005%
+$7.81M
1.12%
24
2025
Q2
$392K
Buy
3,497
+1,350
+63%
+$142K
0.06%
163
2025
Q1
$215K
Sell
2,147
-213
-9%
-$21.7K
0.04%
206
2024
Q4
$229K
Buy
2,360
+125
+6%
+$12.7K
0.04%
201
2024
Q3
$241K
Buy
2,235
+8
+0.4%
+$830
0.04%
189
2024
Q2
$228K
Sell
2,227
-26,054
-92%
-$2.66M
0.04%
194
2024
Q1
$2.94M
Buy
+28,281
New
+$2.82M
0.65%
36
2023
Q3
–
Sell
-2,217
Closed
-$212K
–
179
2023
Q2
$212K
Buy
+2,217
New
+$211K
0.05%
178
2022
Q2
–
Sell
-3,407
Closed
-$328K
–
141
2022
Q1
$328K
Sell
3,407
-237
-7%
-$23.3K
0.13%
107
2021
Q4
$402K
Buy
+3,644
New
+$399K
0.16%
95
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1-Year Est. Return
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1-Year Est. Return
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1-Year Est. Return
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$208B AUM
16.12%
1-Year Est. Return
JP Morgan Chase
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$1.47T AUM
27.86%
1-Year Est. Return
NAMI
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Philadelphia, Pennsylvania
$58.4B AUM
Cetera Investment Advisers
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$94B AUM
20.14%
1-Year Est. Return
PAS
Park Avenue Securities
New York
$12.8B AUM
19.38%
1-Year Est. Return
Envestnet Portfolio Solutions
Chicago, Illinois
$18.1B AUM
15%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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