Intrua Financial’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Intrua Financial’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	-2,336	Closed	-$266K	–	470
2025 Q4	$266K	Buy	+2,336	New	+$268K	0.03%	391
2022 Q3	–	Sell	-7,385	Closed	-$594K	–	313
2022 Q2	$594K	Sell	7,385 -1,110	-13%	-$96.4K	0.13%	175
2022 Q1	$818K	Sell	8,495 -3,220	-27%	-$317K	0.15%	146
2021 Q4	$1.29M	Sell	11,715 -782	-6%	-$85.6K	0.23%	101
2021 Q3	$1.37M	Sell	12,497 -17	-0.1%	-$1.87K	0.25%	91
2021 Q2	$1.39M	Buy	12,514 +4,426	+55%	+$470K	0.33%	65
2021 Q1	$857K	Buy	+8,088	New	+$822K	0.22%	98

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B 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 $1.56T 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 $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Intrua Financial's EFG Position: Q1 2026 in Review

Intrua Financial sold out of iShares MSCI EAFE Growth ETF (EFG) in Q1 2026, closing a stake of 2,336 shares — an estimated $266K sold.

Intrua Financial first reported a position in EFG in Q1 2021 and held it in 7 quarters. The position peaked at $1.39M in Q2 2021. 1,010 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

Intrua Financial reported no remaining iShares MSCI EAFE Growth ETF position as of Q1 2026 after selling out during the quarter.
Intrua Financial sold 2,336 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $266K.
Intrua Financial first reported a position in iShares MSCI EAFE Growth ETF in Q1 2021 and held it in 7 quarters.
Intrua Financial's iShares MSCI EAFE Growth ETF position peaked at $1.39M in Q2 2021.
1,010 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Intrua Financial's 13F filing for Q1 2026, filed 23 Apr 2026.