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Foundations Investment Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Foundations Investment 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 		$77.7M Buy
624,359
+389,279
+166% +$46.9M 0.8% 24
2026
Q1 		$26.2M Buy
235,080
+135,299
+136% +$15.9M 0.32% 80
2025
Q4 		$11.4M Sell
99,781
-768
-0.8% -$88K 0.15% 140
2025
Q3 		$11.5M Sell
100,549
-496,903
-83% -$55.4M 0.17% 127
2025
Q2 		$66.9M Buy
597,452
+65,382
+12% +$6.9M 1.06% 21
2025
Q1 		$53.2M Sell
532,070
-349,379
-40% -$35.6M 0.98% 21
2024
Q4 		$85.4M Buy
881,449
+205,253
+30% +$20.9M 1.65% 13
2024
Q3 		$72.8M Sell
676,196
-10,138
-1% -$1.05M 1.53% 15
2024
Q2 		$70.2M Buy
686,334
+261,098
+61% +$26.7M 1.7% 13
2024
Q1 		$44.1M Buy
425,236
+18,347
+5% +$1.83M 1.16% 19
2023
Q4 		$40.1M Sell
406,889
-92,656
-19% -$8.3M 1.08% 21
2023
Q3 		$43.1M Buy
499,545
+19,758
+4% +$1.82M 1.33% 16
2023
Q2 		$45.8M Buy
479,787
+135,420
+39% +$12.9M 1.52% 13
2023
Q1 		$32.3M Buy
344,367
+61,572
+22% +$5.54M 1.15% 16
2022
Q4 		$23.7M Buy
282,795
+29,115
+11% +$2.35M 0.94% 18
2022
Q3 		$18.4M Buy
253,680
+26,246
+12% +$2.14M 0.8% 19
2022
Q2 		$18.2M Buy
227,434
+46,448
+26% +$4.03M 0.76% 17
2022
Q1 		$16.8M Buy
180,986
+113
+0.1% +$11.1K 0.65% 17
2021
Q4 		$19.4M Buy
180,873
+8,867
+5% +$971K 0.73% 14
2021
Q3 		$18.2M Buy
172,006
+31,929
+23% +$3.52M 0.79% 14
2021
Q2 		$15.2M Buy
140,077
+42,295
+43% +$4.49M 0.73% 21
2021
Q1 		$10M Buy
97,782
+29,597
+43% +$3.01M 0.58% 23
2020
Q4 		$7.06M Buy
68,185
+16,150
+31% +$1.53M 0.46% 19
2020
Q3 		$4.7M Buy
52,035
+21,578
+71% +$1.91M 1.03% 16
2020
Q2 		$2.57M Buy
+30,457
New +$2.38M 0.23% 36

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

Foundations Investment Advisors's EFG Position: Q2 2026 in Review

Foundations Investment Advisors increased its iShares MSCI EAFE Growth ETF (EFG) stake by 166% in Q2 2026, buying an estimated $46.9M and bringing the position to 624,359 shares worth $77.7M. The position accounts for 0.8% of the portfolio, ranked #24.

Foundations Investment Advisors first reported a position in EFG in Q2 2020 and has held it in 25 quarters since. The position peaked at $85.4M in Q4 2024. 1,056 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Foundations Investment Advisors held 624,359 shares of iShares MSCI EAFE Growth ETF worth $77.7M as of Q2 2026.
  • Foundations Investment Advisors bought 389,279 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $46.9M.
  • iShares MSCI EAFE Growth ETF made up 0.8% of Foundations Investment Advisors's portfolio in Q2 2026, its #24 holding.
  • Foundations Investment Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q2 2020 and has held it in 25 quarters since.
  • Foundations Investment Advisors's iShares MSCI EAFE Growth ETF position peaked at $85.4M in Q4 2024.
  • 1,056 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

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