Spectrum Advisors, Inc.’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Spectrum Advisors, Inc.’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	$562K	Buy	+5,043	New	+$593K	0.44%	30

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

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

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

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

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

Spectrum Advisors, Inc.'s EFG Position: Q1 2026 in Review

Spectrum Advisors, Inc. opened a new position in iShares MSCI EAFE Growth ETF (EFG) in Q1 2026: 5,043 shares worth $562K. The stake represents 0.44% of the portfolio and ranks #30 among its holdings.

1,017 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

Spectrum Advisors, Inc. held 5,043 shares of iShares MSCI EAFE Growth ETF worth $562K as of Q1 2026.
iShares MSCI EAFE Growth ETF was a new Spectrum Advisors, Inc. position in Q1 2026.
iShares MSCI EAFE Growth ETF made up 0.44% of Spectrum Advisors, Inc.'s portfolio in Q1 2026, its #30 holding.
1,017 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Spectrum Advisors, Inc.'s 13F filing for Q1 2026, filed 11 Sep 2026.