LA
EFG icon

Latitude Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Latitude Advisors’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 		$905K Sell
7,273
-492
-6% -$59.3K 0.36% 69
2026
Q1 		$865K Sell
7,765
-1,508
-16% -$177K 0.4% 70
2025
Q4 		$1.06M Sell
9,273
-949
-9% -$109K 0.46% 54
2025
Q3 		$1.16M Sell
10,222
-234
-2% -$26.1K 0.53% 42
2025
Q2 		$1.17M Sell
10,456
-1,968
-16% -$208K 0.59% 36
2025
Q1 		$1.24M Buy
12,424
+708
+6% +$72.2K 0.72% 32
2024
Q4 		$1.13M Buy
11,716
+2,671
+30% +$271K 0.64% 37
2024
Q3 		$974K Buy
9,045
+2,114
+31% +$219K 0.55% 47
2024
Q2 		$709K Buy
6,931
+781
+13% +$79.8K 0.43% 52
2024
Q1 		$638K Buy
6,150
+738
+14% +$73.5K 0.4% 59
2023
Q4 		$524K Sell
5,412
-975
-15% -$87.4K 0.37% 72
2023
Q3 		$551K Buy
6,387
+185
+3% +$17.1K 0.39% 57
2023
Q2 		$592K Buy
6,202
+812
+15% +$77.2K 0.41% 53
2023
Q1 		$505K Buy
5,390
+694
+15% +$62.4K 0.36% 69
2022
Q4 		$393K Sell
4,696
-203
-4% -$16.4K 0.29% 86
2022
Q3 		$356K Sell
4,899
-255
-5% -$20.8K 0.29% 85
2022
Q2 		$415K Sell
5,154
-15,305
-75% -$1.33M 0.38% 75
2022
Q1 		$1.97M Buy
20,459
+2,818
+16% +$277K 0.44% 40
2021
Q4 		$1.95M Buy
17,641
+1,160
+7% +$127K 0.54% 26
2021
Q3 		$1.75M Buy
16,481
+10,003
+154% +$1.1M 0.56% 30
2021
Q2 		$695K Buy
6,478
+1,743
+37% +$185K 0.52% 37
2021
Q1 		$475K Sell
4,735
-123
-3% -$12.5K 0.39% 55
2020
Q4 		$490K Buy
+4,858
New +$460K 0.43% 57

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

Latitude Advisors's EFG Position: Q2 2026 in Review

Latitude Advisors reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 6.3% in Q2 2026, selling an estimated $59.3K and leaving 7,273 shares worth $905K. The position accounts for 0.36% of the portfolio, ranked #69.

Latitude Advisors first reported a position in EFG in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.97M in Q1 2022. 502 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Latitude Advisors held 7,273 shares of iShares MSCI EAFE Growth ETF worth $905K as of Q2 2026.
  • Latitude Advisors sold 492 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $59.3K.
  • iShares MSCI EAFE Growth ETF made up 0.36% of Latitude Advisors's portfolio in Q2 2026, its #69 holding.
  • Latitude Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • Latitude Advisors's iShares MSCI EAFE Growth ETF position peaked at $1.97M in Q1 2022.
  • 502 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Latitude Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.