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Laurel Wealth Advisors (North Carolina)’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Laurel Wealth Advisors (North Carolina)’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 		$399K Hold
3,207
– – 0.04% 159
2026
Q1 		$393K Sell
3,207
-1
-0% -$118 0.04% 158
2025
Q4 		$365K Hold
3,208
– – 0.05% 151
2025
Q3 		$365K Hold
3,208
– – 0.05% 152
2025
Q2 		$359K Hold
3,208
– – 0.05% 152
2025
Q1 		$321K Sell
3,208
-61
-2% -$6.22K 0.05% 147
2024
Q4 		$316K Hold
3,269
– – 0.05% 148
2024
Q3 		$352K Hold
3,269
– – 0.06% 142
2024
Q2 		$334K Hold
3,269
– – 0.06% 140
2024
Q1 		$339K Hold
3,269
– – 0.06% 142
2023
Q4 		$317K Sell
3,269
-55
-2% -$4.93K 0.06% 142
2023
Q3 		$287K Hold
3,324
– – 0.06% 141
2023
Q2 		$317K Buy
3,324
+29
+0.9% +$2.76K 0.06% 136
2023
Q1 		$309K Hold
3,295
– – 0.07% 138
2022
Q4 		$276K Buy
3,295
+7
+0.2% +$566 0.06% 140
2022
Q3 		$239K Hold
3,288
– – 0.06% 141
2022
Q2 		$265K Buy
3,288
+33
+1% +$2.87K 0.06% 138
2022
Q1 		$313K Sell
3,255
-545
-14% -$53.6K 0.07% 142
2021
Q4 		$419K Buy
3,800
+21
+0.6% +$2.3K 0.09% 130
2021
Q3 		$402K Hold
3,779
– – 0.09% 131
2021
Q2 		$405K Buy
3,779
+28
+0.7% +$2.98K 0.09% 134
2021
Q1 		$377K Buy
3,751
+322
+9% +$32.7K 0.09% 129
2020
Q4 		$346K Buy
3,429
+132
+4% +$12.5K 0.09% 128
2020
Q3 		$296K Buy
3,297
+371
+13% +$32.9K 0.09% 127
2020
Q2 		$243K Buy
+2,926
New +$229K 0.08% 127

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
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
FSWA
Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s EFG Position: Q2 2026 in Review

Laurel Wealth Advisors (North Carolina) held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q2 2026 at 3,207 shares worth $399K. The position accounts for 0.04% of the portfolio, ranked #159.

Laurel Wealth Advisors (North Carolina) first reported a position in EFG in Q2 2020 and has held it in 25 quarters since. The position peaked at $419K in Q4 2021. 367 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Laurel Wealth Advisors (North Carolina) held 3,207 shares of iShares MSCI EAFE Growth ETF worth $399K as of Q2 2026.
  • Laurel Wealth Advisors (North Carolina) left its iShares MSCI EAFE Growth ETF share count unchanged in Q2 2026.
  • iShares MSCI EAFE Growth ETF made up 0.04% of Laurel Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #159 holding.
  • Laurel Wealth Advisors (North Carolina) first reported a position in iShares MSCI EAFE Growth ETF in Q2 2020 and has held it in 25 quarters since.
  • Laurel Wealth Advisors (North Carolina)'s iShares MSCI EAFE Growth ETF position peaked at $419K in Q4 2021.
  • 367 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 17 Jul 2026.