Farther Finance Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Farther Finance 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	$20.3M	Buy	163,530 +16,997	+12%	+$2.05M	0.16%	112
2026 Q1	$16.7M	Buy	146,533 +37,225	+34%	+$4.38M	0.16%	119
2025 Q4	$12.5M	Buy	109,308 +17,493	+19%	+$2.01M	0.13%	140
2025 Q3	$10.5M	Sell	91,815 -26,802	-23%	-$2.99M	0.16%	113
2025 Q2	$13.3M	Sell	118,617 -54,644	-32%	-$5.76M	0.27%	74
2025 Q1	$17.4M	Sell	173,261 -34,681	-17%	-$3.54M	0.44%	37
2024 Q4	$20.1M	Buy	207,942 +38,524	+23%	+$3.91M	0.73%	20
2024 Q3	$18.2M	Buy	169,418 +20,347	+14%	+$2.11M	0.68%	23
2024 Q2	$15.2M	Buy	149,071 +37,204	+33%	+$3.8M	0.74%	19
2024 Q1	$11.6M	Buy	111,867 +16,998	+18%	+$1.69M	0.7%	22
2023 Q4	$9.19M	Sell	94,869 -5,025	-5%	-$450K	0.66%	23
2023 Q3	$8.62M	Buy	99,894 +8,812	+10%	+$812K	1.35%	10
2023 Q2	$8.69M	Buy	91,082 +26,783	+42%	+$2.55M	1.9%	6
2023 Q1	$6.02M	Buy	64,299 +23,462	+57%	+$2.11M	1.76%	8
2022 Q4	$3.42M	Buy	+40,837	New	+$3.3M	1.33%	12

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

Farther Finance Advisors's EFG Position: Q2 2026 in Review

Farther Finance Advisors increased its iShares MSCI EAFE Growth ETF (EFG) stake by 12% in Q2 2026, buying an estimated $2.05M and bringing the position to 163,530 shares worth $20.3M. The position accounts for 0.16% of the portfolio, ranked #112.

Farther Finance Advisors first reported a position in EFG in Q4 2022 and has held it in 15 quarters since. 1,060 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Farther Finance Advisors held 163,530 shares of iShares MSCI EAFE Growth ETF worth $20.3M as of Q2 2026.
Farther Finance Advisors bought 16,997 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $2.05M.
iShares MSCI EAFE Growth ETF made up 0.16% of Farther Finance Advisors's portfolio in Q2 2026, its #112 holding.
Farther Finance Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q4 2022 and has held it in 15 quarters since.
1,060 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.