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

IFP 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 		$19.8M Buy
159,304
+48,087
+43% +$5.8M 0.36% 51
2026
Q1 		$12.4M Buy
111,217
+84,126
+311% +$9.89M 0.26% 82
2025
Q4 		$3.09M Sell
27,091
-6,492
-19% -$744K 0.07% 315
2025
Q3 		$3.82M Sell
33,583
-2,743
-8% -$306K 0.1% 218
2025
Q2 		$4.07M Buy
36,326
+3,582
+11% +$378K 0.12% 189
2025
Q1 		$3.27M Sell
32,744
-7,398
-18% -$754K 0.1% 229
2024
Q4 		$3.89M Buy
40,142
+6,128
+18% +$623K 0.13% 176
2024
Q3 		$3.66M Sell
34,014
-27,365
-45% -$2.84M 0.13% 162
2024
Q2 		$6.28M Buy
61,379
+11,934
+24% +$1.22M 0.25% 84
2024
Q1 		$5.13M Sell
49,445
-25,275
-34% -$2.52M 0.23% 98
2023
Q4 		$7.24M Sell
74,720
-5,298
-7% -$475K 0.34% 66
2023
Q3 		$6.91M Buy
80,018
+2,955
+4% +$272K 0.31% 74
2023
Q2 		$7.35M Buy
77,063
+47,697
+162% +$4.54M 0.31% 67
2023
Q1 		$1.67M Sell
29,366
-9,951
-25% -$895K 0.07% 269
2022
Q4 		$2.27M Sell
39,317
-12,904
-25% -$1.04M 0.06% 340
2022
Q3 		$3.1M Buy
52,221
+8,214
+19% +$670K 0.08% 270
2022
Q2 		$2.58M Hold
44,007
– – 0.08% 287
2022
Q1 		$2.58M Buy
44,007
+24,168
+122% +$2.38M 0.08% 287
2021
Q4 		$2.19M Sell
19,839
-238
-1% -$26.1K 0.04% 244
2021
Q3 		$2.15M Buy
20,077
+5,985
+42% +$659K 0.04% 246
2021
Q2 		$1.51M Buy
14,092
+1,157
+9% +$123K 0.03% 299
2021
Q1 		$1.31M Sell
12,935
-16,024
-55% -$1.63M 0.03% 314
2020
Q4 		$2.93M Buy
28,959
+807
+3% +$76.3K 0.12% 148
2020
Q3 		$2.54M Buy
28,152
+11,747
+72% +$1.04M 0.15% 136
2020
Q2 		$1.36M Buy
16,405
+13,165
+406% +$1.03M 0.11% 200
2020
Q1 		$233K Buy
3,240
+2,435
+302% +$197K 0.02% 528
2019
Q4 		$70K Sell
805
-3,166
-80% -$264K 0.01% 1107
2019
Q3 		$316K Buy
+3,971
New +$318K 0.02% 616
2019
Q1 		$305K Buy
3,957
+2,577
+187% +$191K 0.04% 372
2018
Q4 		$95K Sell
1,380
-2,027
-59% -$148K 0.01% 1223
2018
Q3 		$273K Buy
3,407
+1,074
+46% +$85.6K 0.01% 916
2018
Q2 		$184K Sell
2,333
-307
-12% -$24.9K 0.01% 1104
2018
Q1 		$213K Hold
2,640
– – 0.01% 963
2017
Q4 		$213K Buy
2,640
+384
+17% +$30.4K 0.01% 965
2017
Q3 		$175K Buy
2,256
+516
+30% +$39.1K 0.01% 1217
2017
Q2 		$129K Buy
1,740
+213
+14% +$15.6K 0.01% 1390
2017
Q1 		$106K Buy
1,527
+106
+7% +$7.1K ﹤0.01% 1460
2016
Q4 		$91K Buy
1,421
+86
+6% +$5.55K ﹤0.01% 1511
2016
Q3 		$91K Sell
1,335
-2,028
-60% -$137K ﹤0.01% 1424
2016
Q2 		$220K Sell
3,363
-594
-15% -$39.3K 0.01% 923
2016
Q1 		$305K Buy
3,957
+323
+9% +$20.4K 0.04% 372
2015
Q4 		$244K Buy
+3,634
New +$246K 0.02% 755

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

IFP Advisors's EFG Position: Q2 2026 in Review

IFP Advisors increased its iShares MSCI EAFE Growth ETF (EFG) stake by 43% in Q2 2026, buying an estimated $5.8M and bringing the position to 159,304 shares worth $19.8M. The position accounts for 0.36% of the portfolio, ranked #51.

IFP Advisors first reported a position in EFG in Q4 2015 and has held it in 42 quarters since. 1,060 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • IFP Advisors held 159,304 shares of iShares MSCI EAFE Growth ETF worth $19.8M as of Q2 2026.
  • IFP Advisors bought 48,087 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $5.8M.
  • iShares MSCI EAFE Growth ETF made up 0.36% of IFP Advisors's portfolio in Q2 2026, its #51 holding.
  • IFP Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q4 2015 and has held it in 42 quarters since.
  • 1,060 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.