Focus Partners Advisor Solutions’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Focus Partners Advisor Solutions’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	$2.41M	Buy	19,406 +1,685	+10%	+$203K	0.02%	327
2026 Q1	$1.97M	Sell	17,721 -4,547	-20%	-$535K	0.02%	355
2025 Q4	$2.54M	Buy	22,268 +14,685	+194%	+$1.68M	0.03%	259
2025 Q3	$872K	Sell	7,583 -7,687	-50%	-$857K	0.01%	577
2025 Q2	$1.71M	Buy	15,270 +5,845	+62%	+$617K	0.02%	298
2025 Q1	$943K	Sell	9,425 -2,260	-19%	-$230K	0.01%	398
2024 Q4	$1.13M	Buy	11,685 +8,014	+218%	+$814K	0.02%	314
2024 Q3	$395K	Sell	3,671 -110	-3%	-$11.4K	0.01%	498
2024 Q2	$387K	Sell	3,781 -41	-1%	-$4.19K	0.01%	431
2024 Q1	$397K	Buy	+3,822	New	+$380K	0.01%	407

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

Focus Partners Advisor Solutions's EFG Position: Q2 2026 in Review

Focus Partners Advisor Solutions increased its iShares MSCI EAFE Growth ETF (EFG) stake by 9.5% in Q2 2026, buying an estimated $203K and bringing the position to 19,406 shares worth $2.41M. The position accounts for 0.02% of the portfolio, ranked #327.

Focus Partners Advisor Solutions first reported a position in EFG in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.54M in Q4 2025. 1,060 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Focus Partners Advisor Solutions held 19,406 shares of iShares MSCI EAFE Growth ETF worth $2.41M as of Q2 2026.
Focus Partners Advisor Solutions bought 1,685 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $203K.
iShares MSCI EAFE Growth ETF made up 0.02% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #327 holding.
Focus Partners Advisor Solutions first reported a position in iShares MSCI EAFE Growth ETF in Q1 2024 and has held it in 10 quarters since.
Focus Partners Advisor Solutions's iShares MSCI EAFE Growth ETF position peaked at $2.54M in Q4 2025.
1,060 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.