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IDA
Intelligence Driven Advisers’s
iShares MSCI EAFE Growth ETF
EFG
Stock Holding History
Intelligence Driven Advisers’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
$201K
Hold
1,807
–
–
0.04%
124
2025
Q4
$206K
Hold
1,807
–
–
0.03%
130
2025
Q3
$206K
Hold
1,807
–
–
0.03%
116
2025
Q2
$202K
Buy
+1,807
New
+$191K
0.03%
115
2023
Q4
–
Sell
-3,301
Closed
-$280K
–
94
2023
Q3
$280K
Hold
3,301
–
–
0.05%
72
2023
Q2
$304K
Hold
3,301
–
–
0.05%
68
2023
Q1
$308K
Sell
3,301
-2,010
-38%
-$181K
0.06%
68
2022
Q4
$462K
Sell
5,311
-202,681
-97%
-$16.4M
0.08%
58
2022
Q3
$15.7M
Sell
207,992
-26,078
-11%
-$2.13M
3.16%
9
2022
Q2
$18.8M
Sell
234,070
-47,480
-17%
-$4.12M
3.68%
8
2022
Q1
$26.8M
Sell
281,550
-115,435
-29%
-$11.3M
4.9%
5
2021
Q4
$39.1M
Buy
396,985
+13,327
+3%
+$1.46M
7.18%
1
2021
Q3
$40.6M
Buy
383,658
+34,566
+10%
+$3.81M
9.11%
1
2021
Q2
$37.5M
Buy
349,092
+20,087
+6%
+$2.13M
7.28%
1
2021
Q1
$33.1M
Buy
329,005
+9,191
+3%
+$935K
7.42%
1
2020
Q4
$32.3M
Sell
319,814
-48,416
-13%
-$4.58M
7.23%
1
2020
Q3
$33.1M
Buy
+368,230
New
+$32.6M
7.76%
3
2019
Q1
–
Sell
-54,406
Closed
-$3.76M
–
96
2018
Q4
$3.76M
Buy
+54,406
New
+$3.96M
2.38%
13
Other funds holding EFG
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Jones Financial Companies
Des Peres, Missouri
$208B AUM
16.12%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
NAMI
Nomura Asset Management International
Philadelphia, Pennsylvania
$58.4B AUM
Cetera Investment Advisers
Schaumburg, Illinois
$94B AUM
20.14%
1-Year Est. Return
PAS
Park Avenue Securities
New York
$12.8B AUM
19.38%
1-Year Est. Return
Envestnet Portfolio Solutions
Chicago, Illinois
$18.1B AUM
15%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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