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Global Assets Advisory’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Global Assets Advisory’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 		– Sell
-573
Closed -$63.8K – 381
2026
Q1 		$63.8K Buy
+573
New +$67.4K 0.02% 368
2024
Q3 		– Sell
-3,071
Closed -$314K – 166
2024
Q2 		$314K Buy
+3,071
New +$314K 0.5% 41

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

Global Assets Advisory's EFG Position: Q2 2026 in Review

Global Assets Advisory sold out of iShares MSCI EAFE Growth ETF (EFG) in Q2 2026, closing a stake of 573 shares — an estimated $63.8K sold.

Global Assets Advisory first reported a position in EFG in Q2 2024 and held it in 2 quarters. The position peaked at $314K in Q2 2024. 1,057 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Global Assets Advisory reported no remaining iShares MSCI EAFE Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Global Assets Advisory sold 573 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $63.8K.
  • Global Assets Advisory first reported a position in iShares MSCI EAFE Growth ETF in Q2 2024 and held it in 2 quarters.
  • Global Assets Advisory's iShares MSCI EAFE Growth ETF position peaked at $314K in Q2 2024.
  • 1,057 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Global Assets Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.