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

Elevated Capital 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	$542K	Buy	4,353 +571	+15%	+$68.9K	0.15%	120
2026 Q1	$421K	Sell	3,782 -270	-7%	-$31.8K	0.11%	198
2025 Q4	$462K	Buy	4,052 +53	+1%	+$6.08K	0.11%	205
2025 Q3	$455K	Sell	3,999 -1,348	-25%	-$150K	0.11%	204
2025 Q2	$535K	Hold	5,347	–	–	0.15%	184
2025 Q1	$535K	Sell	5,347 -410	-7%	-$41.8K	0.15%	184
2024 Q4	$557K	Sell	5,757 -679	-11%	-$69K	0.15%	184
2024 Q3	$693K	Buy	+6,436	New	+$668K	0.18%	172

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

Elevated Capital Advisors's EFG Position: Q2 2026 in Review

Elevated Capital Advisors increased its iShares MSCI EAFE Growth ETF (EFG) stake by 15% in Q2 2026, buying an estimated $68.9K and bringing the position to 4,353 shares worth $542K. The position accounts for 0.15% of the portfolio, ranked #120.

Elevated Capital Advisors first reported a position in EFG in Q3 2024 and has held it in 8 quarters since. The position peaked at $693K in Q3 2024. 1,056 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Elevated Capital Advisors held 4,353 shares of iShares MSCI EAFE Growth ETF worth $542K as of Q2 2026.
Elevated Capital Advisors bought 571 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $68.9K.
iShares MSCI EAFE Growth ETF made up 0.15% of Elevated Capital Advisors's portfolio in Q2 2026, its #120 holding.
Elevated Capital Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q3 2024 and has held it in 8 quarters since.
Elevated Capital Advisors's iShares MSCI EAFE Growth ETF position peaked at $693K in Q3 2024.
1,056 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.