FFA
EFG icon

First Foundation Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

First Foundation 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 		$4.29M Buy
34,517
+3,257
+10% +$393K 0.15% 93
2026
Q1 		$3.48M Buy
31,260
+2,242
+8% +$264K 0.14% 100
2025
Q4 		$3.31M Buy
29,018
+2,977
+11% +$341K 0.12% 107
2025
Q3 		$2.97M Buy
26,041
+2,309
+10% +$257K 0.11% 119
2025
Q2 		$2.66M Buy
23,732
+1,595
+7% +$168K 0.1% 121
2025
Q1 		$2.21M Buy
22,137
+1,649
+8% +$168K 0.09% 116
2024
Q4 		$1.98M Sell
20,488
-1,008
-5% -$102K 0.07% 126
2024
Q3 		$2.31M Sell
21,496
-644
-3% -$66.8K 0.09% 118
2024
Q2 		$2.26M Buy
22,140
+9,909
+81% +$1.01M 0.09% 111
2024
Q1 		$1.27M Buy
12,231
+667
+6% +$66.4K 0.05% 153
2023
Q4 		$1.12M Buy
11,564
+2,071
+22% +$186K 0.05% 164
2023
Q3 		$819K Buy
9,493
+662
+7% +$61K 0.04% 191
2023
Q2 		$843K Buy
8,831
+417
+5% +$39.7K 0.04% 190
2023
Q1 		$788K Buy
8,414
+730
+10% +$65.7K 0.04% 187
2022
Q4 		$644K Sell
7,684
-1,255
-14% -$101K 0.03% 221
2022
Q3 		$649K Buy
8,939
+754
+9% +$61.5K 0.03% 206
2022
Q2 		$659K Buy
8,185
+6,022
+278% +$523K 0.03% 212
2022
Q1 		$208K Buy
+2,163
New +$213K 0.01% 393
2017
Q1 		– Sell
-4,341
Closed -$276K – 325
2016
Q4 		$276K Buy
+4,341
New +$280K 0.02% 262
2014
Q1 		– Sell
-4,244
Closed -$303K – 202
2013
Q4 		$303K Buy
+4,244
New +$294K 0.04% 142

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

First Foundation Advisors's EFG Position: Q2 2026 in Review

First Foundation Advisors increased its iShares MSCI EAFE Growth ETF (EFG) stake by 10% in Q2 2026, buying an estimated $393K and bringing the position to 34,517 shares worth $4.29M. The position accounts for 0.15% of the portfolio, ranked #93.

First Foundation Advisors first reported a position in EFG in Q4 2013 and has held it in 20 quarters since. 1,057 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • First Foundation Advisors held 34,517 shares of iShares MSCI EAFE Growth ETF worth $4.29M as of Q2 2026.
  • First Foundation Advisors bought 3,257 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $393K.
  • iShares MSCI EAFE Growth ETF made up 0.15% of First Foundation Advisors's portfolio in Q2 2026, its #93 holding.
  • First Foundation Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q4 2013 and has held it in 20 quarters since.
  • 1,057 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on First Foundation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.