LVW Advisors
EFG icon

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
Q3 		$983K Sell
24,606
-1,281
-5% -$52.4K 0.08% 153
2026
Q2 		$1.07M Sell
25,887
-780
-3% -$31.4K 0.09% 122
2026
Q1 		$990K Sell
26,667
-16,725
-39% -$656K 0.09% 117
2025
Q4 		$1.65M Buy
43,392
+14,979
+53% +$572K 0.17% 77
2025
Q3 		$1.08M Sell
28,413
-1,212
-4% -$45K 0.11% 102
2025
Q2 		$1.11M Sell
29,625
-1,719
-5% -$60.4K 0.12% 101
2025
Q1 		$1.04M Sell
31,344
-78,915
-72% -$2.68M 0.12% 102
2024
Q4 		$3.56M Buy
110,259
+64,080
+139% +$2.17M 0.43% 37
2024
Q3 		$1.66M Sell
46,179
-2,244
-5% -$77.6K 0.21% 73
2024
Q2 		$1.65M Buy
48,423
+2,418
+5% +$82.4K 0.24% 65
2024
Q1 		$1.59M Sell
46,005
-98,385
-68% -$3.26M 0.27% 63
2023
Q4 		$4.66M Buy
144,390
+11,022
+8% +$329K 0.87% 23
2023
Q3 		$3.84M Buy
133,368
+531
+0.4% +$16.3K 0.79% 27
2023
Q2 		$4.22M Buy
132,837
+7,398
+6% +$235K 0.81% 28
2023
Q1 		$3.92M Buy
125,439
+1,743
+1% +$52.3K 0.77% 34
2022
Q4 		$3.45M Buy
123,696
+30,489
+33% +$822K 0.7% 41
2022
Q3 		$2.25M Sell
93,207
-30,432
-25% -$827K 0.5% 53
2022
Q2 		$3.32M Sell
123,639
-5,757
-4% -$167K 0.67% 44
2022
Q1 		$4.15M Sell
129,396
-33,144
-20% -$1.09M 0.7% 40
2021
Q4 		$5.98M Buy
162,540
+5,772
+4% +$211K 1.02% 17
2021
Q3 		$5.56M Buy
156,768
+1,332
+0.9% +$48.9K 0.96% 22
2021
Q2 		$5.56M Buy
155,436
+1,272
+0.8% +$45.1K 0.99% 20
2021
Q1 		$5.16M Buy
154,164
+14,502
+10% +$492K 0.99% 22
2020
Q4 		$4.7M Buy
139,662
+300
+0.2% +$9.46K 0.94% 27
2020
Q3 		$4.18M Buy
139,362
+114,195
+454% +$3.37M 0.92% 27
2020
Q2 		$697K Buy
+25,167
New +$655K 0.17% 82

Other funds holding EFG

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
Quent Capital
Quent Capital New York $1.67B AUM 19.79% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

LVW Advisors's EFG Position: Q3 2026 in Review

LVW Advisors reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 4.9% in Q3 2026, selling an estimated $52.4K and leaving 24,606 shares worth $983K. The position accounts for 0.08% of the portfolio, ranked #153.

LVW Advisors first reported a position in EFG in Q2 2020 and has held it in 26 quarters since. The position peaked at $5.98M in Q4 2021. 754 funds tracked by Wall St. Rank hold EFG as of Q3 2026.

  • LVW Advisors held 24,606 shares of iShares MSCI EAFE Growth ETF worth $983K as of Q3 2026.
  • LVW Advisors sold 1,281 iShares MSCI EAFE Growth ETF shares in Q3 2026, an estimated $52.4K.
  • iShares MSCI EAFE Growth ETF made up 0.08% of LVW Advisors's portfolio in Q3 2026, its #153 holding.
  • LVW Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q2 2020 and has held it in 26 quarters since.
  • LVW Advisors's iShares MSCI EAFE Growth ETF position peaked at $5.98M in Q4 2021.
  • 754 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2026.

Based on LVW Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.