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 Q2	$225K	Hold	1,807	–	–	0.04%	125
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	3.15%	9
2022 Q2	$18.8M	Sell	234,070 -47,480	-17%	-$4.12M	3.67%	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 $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 New York $1.81T AUM 41.13% 1-Year Est. Return

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 Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Intelligence Driven Advisers's EFG Position: Q2 2026 in Review

Intelligence Driven Advisers held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q2 2026 at 1,807 shares worth $225K. The position accounts for 0.04% of the portfolio, ranked #125.

Intelligence Driven Advisers first reported a position in EFG in Q4 2018 and has held it in 19 quarters since. The position peaked at $40.6M in Q3 2021. 1,057 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Intelligence Driven Advisers held 1,807 shares of iShares MSCI EAFE Growth ETF worth $225K as of Q2 2026.
Intelligence Driven Advisers left its iShares MSCI EAFE Growth ETF share count unchanged in Q2 2026.
iShares MSCI EAFE Growth ETF made up 0.04% of Intelligence Driven Advisers's portfolio in Q2 2026, its #125 holding.
Intelligence Driven Advisers first reported a position in iShares MSCI EAFE Growth ETF in Q4 2018 and has held it in 19 quarters since.
Intelligence Driven Advisers's iShares MSCI EAFE Growth ETF position peaked at $40.6M in Q3 2021.
1,057 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Intelligence Driven Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.