I
EFG icon

InvesTrust’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

InvesTrust’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 		$2.76M Sell
22,155
-108
-0.5% -$13K 1.06% 33
2026
Q1 		$2.48M Buy
22,263
+518
+2% +$60.9K 1.04% 34
2025
Q4 		$2.48M Buy
21,745
+3,263
+18% +$374K 0.96% 34
2025
Q3 		$2.1M Buy
18,482
+461
+3% +$51.4K 0.77% 45
2025
Q2 		$2.02M Buy
18,021
+299
+2% +$31.5K 0.78% 45
2025
Q1 		$1.77M Buy
17,722
+1,234
+7% +$126K 0.48% 54
2024
Q4 		$1.6M Buy
+16,488
New +$1.68M 0.44% 54

Other funds holding EFG

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JC
JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FSWA
Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

InvesTrust's EFG Position: Q2 2026 in Review

InvesTrust reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 0.49% in Q2 2026, selling an estimated $13K and leaving 22,155 shares worth $2.76M. The position accounts for 1.06% of the portfolio, ranked #33.

InvesTrust first reported a position in EFG in Q4 2024 and has held it in 7 quarters since. 529 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • InvesTrust held 22,155 shares of iShares MSCI EAFE Growth ETF worth $2.76M as of Q2 2026.
  • InvesTrust sold 108 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $13K.
  • iShares MSCI EAFE Growth ETF made up 1.06% of InvesTrust's portfolio in Q2 2026, its #33 holding.
  • InvesTrust first reported a position in iShares MSCI EAFE Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • 529 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on InvesTrust's 13F filing for Q2 2026, filed 14 Jul 2026.