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

Integrated Advisors Network’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
-4,921
Closed -$561K – 713
2025
Q4 		$561K Sell
4,921
-1,634
-25% -$187K 0.02% 451
2025
Q3 		$746K Sell
6,555
-3,251
-33% -$362K 0.03% 427
2025
Q2 		$1.1M Sell
9,806
-532
-5% -$56.1K 0.05% 333
2025
Q1 		$1.03M Buy
10,338
+3,393
+49% +$346K 0.05% 315
2024
Q4 		$672K Buy
6,945
+911
+15% +$92.6K 0.03% 384
2024
Q3 		$650K Buy
6,034
+1,505
+33% +$156K 0.03% 407
2024
Q2 		$463K Buy
4,529
+89
+2% +$9.1K 0.02% 468
2024
Q1 		$461K Sell
4,440
-38
-0.8% -$3.78K 0.02% 482
2023
Q4 		$434K Sell
4,478
-120
-3% -$10.8K 0.02% 474
2023
Q3 		$397K Sell
4,598
-60
-1% -$5.53K 0.02% 488
2023
Q2 		$444K Sell
4,658
-213
-4% -$20.3K 0.03% 462
2023
Q1 		$456K Sell
4,871
-960
-16% -$86.3K 0.03% 456
2022
Q4 		$488K Sell
5,831
-46
-0.8% -$3.72K 0.03% 420
2022
Q3 		$426K Buy
5,877
+52
+0.9% +$4.24K 0.03% 429
2022
Q2 		$469K Sell
5,825
-63
-1% -$5.47K 0.03% 437
2022
Q1 		$567K Sell
5,888
-300
-5% -$29.5K 0.03% 413
2021
Q4 		$682K Sell
6,188
-2,654
-30% -$291K 0.04% 358
2021
Q3 		$941K Buy
8,842
+5,064
+134% +$558K 0.06% 269
2021
Q2 		$405K Buy
+3,778
New +$401K 0.03% 400

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

Integrated Advisors Network's EFG Position: Q1 2026 in Review

Integrated Advisors Network sold out of iShares MSCI EAFE Growth ETF (EFG) in Q1 2026, closing a stake of 4,921 shares — an estimated $561K sold.

Integrated Advisors Network first reported a position in EFG in Q2 2021 and held it in 19 quarters. The position peaked at $1.1M in Q2 2025. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

  • Integrated Advisors Network reported no remaining iShares MSCI EAFE Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Integrated Advisors Network sold 4,921 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $561K.
  • Integrated Advisors Network first reported a position in iShares MSCI EAFE Growth ETF in Q2 2021 and held it in 19 quarters.
  • Integrated Advisors Network's iShares MSCI EAFE Growth ETF position peaked at $1.1M in Q2 2025.
  • 1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Integrated Advisors Network's 13F filing for Q1 2026, filed 28 Apr 2026.