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EFG icon

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

INVST’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 		$8.61M Buy
69,181
+4,962
+8% +$598K 0.84% 31
2026
Q1 		$7.15M Buy
+64,219
New +$7.55M 0.81% 34
2025
Q4 		– Sell
-7,983
Closed -$909K – 311
2025
Q3 		$909K Sell
7,983
-52,878
-87% -$5.89M 0.1% 159
2025
Q2 		$6.82M Buy
60,861
+6,537
+12% +$690K 0.85% 30
2025
Q1 		$5.43M Sell
54,324
-128,300
-70% -$13.1M 0.74% 35
2024
Q4 		$17.7M Buy
182,624
+34,814
+24% +$3.54M 2.15% 15
2024
Q3 		$15.9M Sell
147,810
-94,586
-39% -$9.81M 1.93% 15
2024
Q2 		$24.8M Buy
242,396
+118,386
+95% +$12.1M 2.73% 7
2024
Q1 		$12.8M Sell
124,010
-7,993
-6% -$796K 1.52% 18
2023
Q4 		$12.9M Sell
132,003
-14,932
-10% -$1.34M 1.65% 15
2023
Q3 		$12.7M Sell
146,935
-15,653
-10% -$1.44M 1.83% 14
2023
Q2 		$15.5M Buy
162,588
+25,349
+18% +$2.41M 2.24% 12
2023
Q1 		$13.2M Buy
137,239
+35,652
+35% +$3.21M 2.04% 15
2022
Q4 		$9.31M Buy
101,587
+18,354
+22% +$1.48M 1.45% 19
2022
Q3 		$6.09M Buy
83,233
+3,152
+4% +$257K 1.04% 25
2022
Q2 		$7.01M Buy
80,081
+32,039
+67% +$2.78M 1.08% 25
2022
Q1 		$3.95M Sell
48,042
-17,544
-27% -$1.72M 0.65% 33
2021
Q4 		$6.23M Buy
65,586
+1,070
+2% +$117K 0.98% 29
2021
Q3 		$6.87M Buy
64,516
+15,220
+31% +$1.68M 1.09% 29
2021
Q2 		$5.29M Buy
49,296
+4,106
+9% +$436K 0.87% 32
2021
Q1 		$4.72M Sell
45,190
-38,800
-46% -$3.95M 0.82% 31
2020
Q4 		$8.47M Buy
83,990
+12
+0% +$1.14K 1.54% 22
2020
Q3 		$7.62M Buy
83,978
+10,215
+14% +$905K 1.78% 15
2020
Q2 		$6.17M Buy
+73,763
New +$5.76M 1.83% 18

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cetera Investment Advisers
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
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

INVST's EFG Position: Q2 2026 in Review

INVST increased its iShares MSCI EAFE Growth ETF (EFG) stake by 7.7% in Q2 2026, buying an estimated $598K and bringing the position to 69,181 shares worth $8.61M. The position accounts for 0.84% of the portfolio, ranked #31.

INVST first reported a position in EFG in Q2 2020 and has held it in 24 quarters since. The position peaked at $24.8M in Q2 2024. 1,056 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • INVST held 69,181 shares of iShares MSCI EAFE Growth ETF worth $8.61M as of Q2 2026.
  • INVST bought 4,962 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $598K.
  • iShares MSCI EAFE Growth ETF made up 0.84% of INVST's portfolio in Q2 2026, its #31 holding.
  • INVST first reported a position in iShares MSCI EAFE Growth ETF in Q2 2020 and has held it in 24 quarters since.
  • INVST's iShares MSCI EAFE Growth ETF position peaked at $24.8M in Q2 2024.
  • 1,056 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on INVST's 13F filing for Q2 2026, filed 14 Aug 2026.