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

EverSource Wealth 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	$688K	Sell	5,526 -2,137	-28%	-$258K	0.02%	448
2026 Q1	$854K	Buy	7,663 +3,623	+90%	+$426K	0.03%	428
2025 Q4	$460K	Sell	4,040 -1,214	-23%	-$139K	0.02%	570
2025 Q3	$598K	Sell	5,254 -3,751	-42%	-$418K	0.02%	435
2025 Q2	$1.01M	Sell	9,005 -825	-8%	-$87K	0.05%	276
2025 Q1	$983K	Buy	9,830 +433	+5%	+$44.1K	0.05%	252
2024 Q4	$910K	Buy	9,397 +2,499	+36%	+$254K	0.05%	257
2024 Q3	$743K	Sell	6,898 -2,840	-29%	-$295K	0.05%	266
2024 Q2	$1.01M	Buy	9,738 +4,245	+77%	+$434K	0.07%	215
2024 Q1	$543K	Buy	5,493 +179	+3%	+$17.8K	0.04%	251
2023 Q4	$515K	Sell	5,314 -1,834	-26%	-$164K	0.05%	242
2023 Q3	$617K	Sell	7,148 -2,785	-28%	-$257K	0.07%	204
2023 Q2	$948K	Buy	9,933 +2	+0%	+$190	0.1%	163
2023 Q1	$930K	Buy	9,931 +3,617	+57%	+$325K	0.12%	149
2022 Q4	$529K	Sell	6,314 -51	-0.8%	-$4.12K	0.08%	190
2022 Q3	$462K	Buy	6,365 +838	+15%	+$68.4K	0.11%	185
2022 Q2	$445K	Buy	5,527 +180	+3%	+$15.6K	0.11%	164
2022 Q1	$515K	Sell	5,347 -1,443	-21%	-$142K	0.13%	146
2021 Q4	$749K	Buy	+6,790	New	+$744K	0.21%	77

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

EverSource Wealth Advisors's EFG Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 28% in Q2 2026, selling an estimated $258K and leaving 5,526 shares worth $688K. The position accounts for 0.02% of the portfolio, ranked #448.

EverSource Wealth Advisors first reported a position in EFG in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.01M in Q2 2025. 1,056 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

EverSource Wealth Advisors held 5,526 shares of iShares MSCI EAFE Growth ETF worth $688K as of Q2 2026.
EverSource Wealth Advisors sold 2,137 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $258K.
iShares MSCI EAFE Growth ETF made up 0.02% of EverSource Wealth Advisors's portfolio in Q2 2026, its #448 holding.
EverSource Wealth Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q4 2021 and has held it in 19 quarters since.
EverSource Wealth Advisors's iShares MSCI EAFE Growth ETF position peaked at $1.01M in Q2 2025.
1,056 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.