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

IFG 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
Q1 		– Sell
-6,456
Closed -$735K – 469
2025
Q4 		$735K Sell
6,456
-235
-4% -$26.9K 0.03% 424
2025
Q3 		$762K Sell
6,691
-8,682
-56% -$968K 0.03% 410
2025
Q2 		$1.72M Sell
15,373
-50
-0.3% -$5.27K 0.09% 249
2025
Q1 		$1.54M Sell
15,423
-12,409
-45% -$1.26M 0.09% 246
2024
Q4 		$2.69M Buy
27,832
+4,996
+22% +$508K 0.15% 162
2024
Q3 		$2.46M Sell
22,836
-5,342
-19% -$554K 0.16% 171
2024
Q2 		$2.88M Buy
28,178
+9,483
+51% +$969K 0.18% 141
2024
Q1 		$1.94M Buy
18,695
+622
+3% +$61.9K 0.14% 186
2023
Q4 		$1.75M Sell
18,073
-5,328
-23% -$477K 0.13% 187
2023
Q3 		$2.02M Buy
23,401
+1,270
+6% +$117K 0.17% 159
2023
Q2 		$2.11M Buy
22,131
+3,503
+19% +$333K 0.19% 155
2023
Q1 		$1.75M Buy
18,628
+5,532
+42% +$498K 0.16% 156
2022
Q4 		$1.1M Buy
13,096
+79
+0.6% +$6.39K 0.11% 199
2022
Q3 		$944K Buy
13,017
+1,204
+10% +$98.2K 0.09% 220
2022
Q2 		$950K Sell
11,813
-3,986
-25% -$346K 0.1% 195
2022
Q1 		$1.52M Buy
15,799
+1,790
+13% +$176K 0.15% 154
2021
Q4 		$1.54M Buy
14,009
+3,505
+33% +$384K 0.15% 155
2021
Q3 		$1.12M Buy
10,504
+45
+0.4% +$4.95K 0.12% 188
2021
Q2 		$1.12M Sell
10,459
-60
-0.6% -$6.38K 0.12% 189
2021
Q1 		$1.06M Buy
10,519
+2,197
+26% +$223K 0.13% 182
2020
Q4 		$839K Sell
8,322
-154
-2% -$14.6K 0.12% 195
2020
Q3 		$761K Buy
8,476
+2,785
+49% +$247K 0.12% 184
2020
Q2 		$473K Buy
+5,691
New +$444K 0.09% 230

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

IFG Advisory's EFG Position: Q1 2026 in Review

IFG Advisory sold out of iShares MSCI EAFE Growth ETF (EFG) in Q1 2026, closing a stake of 6,456 shares — an estimated $735K sold.

IFG Advisory first reported a position in EFG in Q2 2020 and held it in 23 quarters. The position peaked at $2.88M in Q2 2024. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

  • IFG Advisory reported no remaining iShares MSCI EAFE Growth ETF position as of Q1 2026 after selling out during the quarter.
  • IFG Advisory sold 6,456 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $735K.
  • IFG Advisory first reported a position in iShares MSCI EAFE Growth ETF in Q2 2020 and held it in 23 quarters.
  • IFG Advisory's iShares MSCI EAFE Growth ETF position peaked at $2.88M in Q2 2024.
  • 1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on IFG Advisory's 13F filing for Q1 2026, filed 12 May 2026.