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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
Q2 		$1.67M Buy
+13,390
New +$1.61M 0.06% 322
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 $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

IFG Advisory's EFG Position: Q2 2026 in Review

IFG Advisory opened a new position in iShares MSCI EAFE Growth ETF (EFG) in Q2 2026: 13,390 shares worth $1.67M. The stake represents 0.06% of the portfolio and ranks #322 among its holdings. This is a return to the name: IFG Advisory previously reported a position in EFG as recently as Q4 2025.

IFG Advisory first reported a position in EFG in Q2 2020 and has held it in 24 quarters since. The position peaked at $2.88M in Q2 2024. 1,060 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • IFG Advisory held 13,390 shares of iShares MSCI EAFE Growth ETF worth $1.67M as of Q2 2026.
  • iShares MSCI EAFE Growth ETF was a new IFG Advisory position in Q2 2026.
  • iShares MSCI EAFE Growth ETF made up 0.06% of IFG Advisory's portfolio in Q2 2026, its #322 holding.
  • IFG Advisory first reported a position in iShares MSCI EAFE Growth ETF in Q2 2020 and has held it in 24 quarters since.
  • IFG Advisory's iShares MSCI EAFE Growth ETF position peaked at $2.88M in Q2 2024.
  • 1,060 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.