Lido Advisors
EFG icon

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

Lido 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 		$9.46M Sell
76,020
-135,407
-64% -$16.3M 0.03% 358
2026
Q1 		$23.5M Buy
211,427
+1,338
+0.6% +$157K 0.07% 176
2025
Q4 		$23.9M Buy
210,089
+206,535
+5,811% +$23.7M 0.07% 175
2025
Q3 		$405K Buy
3,554
+1,059
+42% +$118K ﹤0.01% 1326
2025
Q2 		$280K Sell
2,495
-262
-10% -$27.6K ﹤0.01% 1374
2025
Q1 		$276K Sell
2,757
-274
-9% -$27.9K ﹤0.01% 1248
2024
Q4 		$293K Buy
3,031
+1,036
+52% +$105K ﹤0.01% 1224
2024
Q3 		$215K Sell
1,995
-92
-4% -$9.54K ﹤0.01% 1303
2024
Q2 		$214K Buy
+2,087
New +$213K ﹤0.01% 1265
2023
Q4 		– Sell
-3,280
Closed -$283K – 1365
2023
Q3 		$283K Buy
3,280
+439
+15% +$40.5K ﹤0.01% 941
2023
Q2 		$271K Sell
2,841
-179
-6% -$17K ﹤0.01% 977
2023
Q1 		$283K Sell
3,020
-2,257
-43% -$203K ﹤0.01% 884
2022
Q4 		$442K Buy
5,277
+2,258
+75% +$183K 0.01% 634
2022
Q3 		$219K Sell
3,019
-2,112
-41% -$172K ﹤0.01% 859
2022
Q2 		$412K Sell
5,131
-8,852
-63% -$769K 0.01% 599
2022
Q1 		$1.35M Sell
13,983
-2,283
-14% -$224K 0.02% 336
2021
Q4 		$1.79M Buy
16,266
+1,594
+11% +$175K 0.02% 298
2021
Q3 		$1.56M Buy
14,672
+10
+0.1% +$1.1K 0.02% 309
2021
Q2 		$1.57M Sell
14,662
-265
-2% -$28.2K 0.02% 294
2021
Q1 		$1.5M Buy
14,927
+1,183
+9% +$120K 0.03% 271
2020
Q4 		$1.39M Buy
+13,744
New +$1.3M 0.03% 266
2018
Q2 		– Sell
-5,036
Closed -$404K – 427
2018
Q1 		$404K Buy
+5,036
New +$411K 0.06% 227

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

Lido Advisors's EFG Position: Q2 2026 in Review

Lido Advisors reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 64% in Q2 2026, selling an estimated $16.3M and leaving 76,020 shares worth $9.46M. The position accounts for 0.03% of the portfolio, ranked #358.

Lido Advisors first reported a position in EFG in Q1 2018 and has held it in 22 quarters since. The position peaked at $23.9M in Q4 2025. 1,057 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Lido Advisors held 76,020 shares of iShares MSCI EAFE Growth ETF worth $9.46M as of Q2 2026.
  • Lido Advisors sold 135,407 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $16.3M.
  • iShares MSCI EAFE Growth ETF made up 0.03% of Lido Advisors's portfolio in Q2 2026, its #358 holding.
  • Lido Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q1 2018 and has held it in 22 quarters since.
  • Lido Advisors's iShares MSCI EAFE Growth ETF position peaked at $23.9M in Q4 2025.
  • 1,057 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.