EFG
EFG icon

Elevated Financial Group’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Elevated Financial Group’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 		$361K Sell
2,899
-106
-4% -$12.8K 0.1% 96
2026
Q1 		$335K Sell
3,005
-1,349
-31% -$159K 0.11% 102
2025
Q4 		$496K Buy
+4,354
New +$499K 0.17% 69

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

Elevated Financial Group's EFG Position: Q2 2026 in Review

Elevated Financial Group reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 3.5% in Q2 2026, selling an estimated $12.8K and leaving 2,899 shares worth $361K. The position accounts for 0.1% of the portfolio, ranked #96.

Elevated Financial Group first reported a position in EFG in Q4 2025 and has held it in 3 quarters since. The position peaked at $496K in Q4 2025. 1,056 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Elevated Financial Group held 2,899 shares of iShares MSCI EAFE Growth ETF worth $361K as of Q2 2026.
  • Elevated Financial Group sold 106 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $12.8K.
  • iShares MSCI EAFE Growth ETF made up 0.1% of Elevated Financial Group's portfolio in Q2 2026, its #96 holding.
  • Elevated Financial Group first reported a position in iShares MSCI EAFE Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • Elevated Financial Group's iShares MSCI EAFE Growth ETF position peaked at $496K in Q4 2025.
  • 1,056 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Elevated Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.