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

LVW 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 		$1.07M Sell
8,629
-260
-3% -$31.4K 0.09% 122
2026
Q1 		$990K Sell
8,889
-5,575
-39% -$656K 0.09% 117
2025
Q4 		$1.65M Buy
14,464
+4,993
+53% +$572K 0.17% 77
2025
Q3 		$1.08M Sell
9,471
-404
-4% -$45K 0.11% 102
2025
Q2 		$1.11M Sell
9,875
-573
-5% -$60.4K 0.12% 101
2025
Q1 		$1.04M Sell
10,448
-26,305
-72% -$2.68M 0.12% 102
2024
Q4 		$3.56M Buy
36,753
+21,360
+139% +$2.17M 0.43% 37
2024
Q3 		$1.66M Sell
15,393
-748
-5% -$77.6K 0.21% 73
2024
Q2 		$1.65M Buy
16,141
+806
+5% +$82.4K 0.24% 65
2024
Q1 		$1.59M Sell
15,335
-32,795
-68% -$3.26M 0.27% 63
2023
Q4 		$4.66M Buy
48,130
+3,674
+8% +$329K 0.87% 23
2023
Q3 		$3.84M Buy
44,456
+177
+0.4% +$16.3K 0.79% 27
2023
Q2 		$4.22M Buy
44,279
+2,466
+6% +$235K 0.81% 28
2023
Q1 		$3.92M Buy
41,813
+581
+1% +$52.3K 0.77% 34
2022
Q4 		$3.45M Buy
41,232
+10,163
+33% +$822K 0.7% 41
2022
Q3 		$2.25M Sell
31,069
-10,144
-25% -$827K 0.5% 53
2022
Q2 		$3.32M Sell
41,213
-1,919
-4% -$167K 0.67% 44
2022
Q1 		$4.15M Sell
43,132
-11,048
-20% -$1.09M 0.7% 40
2021
Q4 		$5.98M Buy
54,180
+1,924
+4% +$211K 1.02% 17
2021
Q3 		$5.56M Buy
52,256
+444
+0.9% +$48.9K 0.96% 22
2021
Q2 		$5.56M Buy
51,812
+424
+0.8% +$45.1K 0.99% 20
2021
Q1 		$5.16M Buy
51,388
+4,834
+10% +$492K 0.99% 22
2020
Q4 		$4.7M Buy
46,554
+100
+0.2% +$9.46K 0.94% 27
2020
Q3 		$4.17M Buy
46,454
+38,065
+454% +$3.37M 0.92% 27
2020
Q2 		$697K Buy
+8,389
New +$655K 0.17% 82

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

LVW Advisors's EFG Position: Q2 2026 in Review

LVW Advisors reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 2.9% in Q2 2026, selling an estimated $31.4K and leaving 8,629 shares worth $1.07M. The position accounts for 0.09% of the portfolio, ranked #122.

LVW Advisors first reported a position in EFG in Q2 2020 and has held it in 25 quarters since. The position peaked at $5.98M in Q4 2021. 529 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • LVW Advisors held 8,629 shares of iShares MSCI EAFE Growth ETF worth $1.07M as of Q2 2026.
  • LVW Advisors sold 260 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $31.4K.
  • iShares MSCI EAFE Growth ETF made up 0.09% of LVW Advisors's portfolio in Q2 2026, its #122 holding.
  • LVW Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q2 2020 and has held it in 25 quarters since.
  • LVW Advisors's iShares MSCI EAFE Growth ETF position peaked at $5.98M in Q4 2021.
  • 529 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.