Lloyd Advisory Services’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Lloyd Advisory Services’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	$930K	Sell	7,478 -110,224	-94%	-$13.3M	0.36%	42
2026 Q1	$13.1M	Buy	117,702 +112,759	+2,281%	+$13.3M	3.75%	7
2025 Q4	$563K	Sell	4,943 -457	-8%	-$52.4K	0.22%	53
2025 Q3	$615K	Sell	5,400 -879	-14%	-$98K	0.29%	43
2025 Q2	$703K	Sell	6,279 -799	-11%	-$84.3K	0.34%	46
2025 Q1	$708K	Sell	7,078 -1,447	-17%	-$148K	0.36%	45
2024 Q4	$825K	Buy	8,525 +1,040	+14%	+$106K	0.39%	46
2024 Q3	$806K	Sell	7,485 -644	-8%	-$66.8K	0.39%	44
2024 Q2	$832K	Buy	+8,129	New	+$831K	0.39%	44
2024 Q1	–	Sell	-4,955	Closed	-$480K	–	138
2023 Q4	$480K	Buy	+4,955	New	+$444K	0.23%	54
2022 Q3	–	Sell	-3,824	Closed	-$308K	–	49
2022 Q2	$308K	Sell	3,824 -14	-0.4%	-$1.22K	0.24%	45
2022 Q1	$369K	Sell	3,838 -832	-18%	-$81.8K	0.17%	56
2021 Q4	$515K	Buy	4,670 +2,220	+91%	+$243K	0.24%	47
2021 Q3	$261K	Buy	2,450 +203	+9%	+$22.3K	0.13%	61
2021 Q2	$241K	Buy	2,247 +181	+9%	+$19.2K	0.12%	66
2021 Q1	$208K	Sell	2,066 -13	-0.6%	-$1.32K	0.11%	59
2020 Q4	$210K	Sell	2,079 -167	-7%	-$15.8K	0.11%	48
2020 Q3	$202K	Sell	2,246 -499	-18%	-$44.2K	0.12%	47
2020 Q2	$228K	Buy	2,745 +406	+17%	+$31.7K	0.14%	49
2020 Q1	$166K	Buy	2,339 +363	+18%	+$29.4K	0.12%	56
2019 Q4	$171K	Buy	+1,976	New	+$165K	0.16%	72

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

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

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

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 Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Lloyd Advisory Services's EFG Position: Q2 2026 in Review

Lloyd Advisory Services reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 94% in Q2 2026, selling an estimated $13.3M and leaving 7,478 shares worth $930K. The position accounts for 0.36% of the portfolio, ranked #42.

Lloyd Advisory Services first reported a position in EFG in Q4 2019 and has held it in 21 quarters since. The position peaked at $13.1M in Q1 2026. 1,056 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Lloyd Advisory Services held 7,478 shares of iShares MSCI EAFE Growth ETF worth $930K as of Q2 2026.
Lloyd Advisory Services sold 110,224 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $13.3M.
iShares MSCI EAFE Growth ETF made up 0.36% of Lloyd Advisory Services's portfolio in Q2 2026, its #42 holding.
Lloyd Advisory Services first reported a position in iShares MSCI EAFE Growth ETF in Q4 2019 and has held it in 21 quarters since.
Lloyd Advisory Services's iShares MSCI EAFE Growth ETF position peaked at $13.1M in Q1 2026.
1,056 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.