Fortis Capital Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Fortis Capital 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	$11.4M	Buy	91,965 +3,214	+4%	+$388K	1.29%	15
2026 Q1	$9.88M	Buy	88,751 +9,776	+12%	+$1.15M	1.29%	16
2025 Q4	$9M	Buy	78,975 +4,209	+6%	+$483K	1.33%	16
2025 Q3	$8.51M	Buy	74,766 +3,293	+5%	+$367K	1.35%	18
2025 Q2	$8M	Sell	71,473 -650	-0.9%	-$68.6K	1.43%	16
2025 Q1	$7.21M	Buy	72,123 +69,851	+3,074%	+$7.12M	1.46%	15
2024 Q4	$244K	Buy	2,272 +149	+7%	+$15.1K	0.08%	153
2024 Q3	$229K	Buy	+2,123	New	+$220K	0.08%	161
2023 Q2	–	Sell	-2,814	Closed	-$264K	–	250
2023 Q1	$264K	Buy	2,814 +483	+21%	+$43.4K	0.14%	91
2022 Q4	$195K	Buy	+2,331	New	+$188K	0.12%	126

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

Fortis Capital Advisors's EFG Position: Q2 2026 in Review

Fortis Capital Advisors increased its iShares MSCI EAFE Growth ETF (EFG) stake by 3.6% in Q2 2026, buying an estimated $388K and bringing the position to 91,965 shares worth $11.4M. The position accounts for 1.29% of the portfolio, ranked #15.

Fortis Capital Advisors first reported a position in EFG in Q4 2022 and has held it in 10 quarters since. 1,056 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Fortis Capital Advisors held 91,965 shares of iShares MSCI EAFE Growth ETF worth $11.4M as of Q2 2026.
Fortis Capital Advisors bought 3,214 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $388K.
iShares MSCI EAFE Growth ETF made up 1.29% of Fortis Capital Advisors's portfolio in Q2 2026, its #15 holding.
Fortis Capital Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q4 2022 and has held it in 10 quarters since.
1,056 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Fortis Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.