MFA
EFG icon

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

Mayflower Financial 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 		$1.27M Sell
10,185
-592
-5% -$71.4K 0.11% 165
2026
Q1 		$1.2M Buy
10,777
+48
+0.4% +$5.64K 0.15% 146
2025
Q4 		$1.22M Sell
10,729
-1,961
-15% -$225K 0.15% 135
2025
Q3 		$1.45M Sell
12,690
-29,136
-70% -$3.25M 0.18% 122
2025
Q2 		$4.68M Sell
41,826
-2,153
-5% -$227K 0.65% 39
2025
Q1 		$4.4M Sell
43,979
-25,407
-37% -$2.59M 0.67% 38
2024
Q4 		$6.72M Buy
69,386
+14,001
+25% +$1.42M 1% 21
2024
Q3 		$5.96M Sell
55,385
-1,863
-3% -$193K 0.9% 23
2024
Q2 		$5.86M Buy
57,248
+21,371
+60% +$2.18M 0.96% 23
2024
Q1 		$3.72M Buy
35,877
+4,226
+13% +$421K 0.62% 38
2023
Q4 		$3.07M Sell
31,651
-5,382
-15% -$482K 0.42% 56
2023
Q3 		$3.2M Sell
37,033
-39,668
-52% -$3.66M 0.48% 46
2023
Q2 		$7.32M Sell
76,701
-5,476
-7% -$521K 0.95% 24
2023
Q1 		$7.7M Buy
82,177
+37,939
+86% +$3.41M 1.01% 23
2022
Q4 		$3.71M Buy
44,238
+11,920
+37% +$964K 0.51% 43
2022
Q3 		$2.35M Buy
32,318
+10,333
+47% +$843K 0.38% 56
2022
Q2 		$1.77M Buy
21,985
+13,144
+149% +$1.14M 0.27% 75
2022
Q1 		$851K Buy
8,841
+5,624
+175% +$553K 0.11% 129
2021
Q4 		$355K Buy
+3,217
New +$352K 0.05% 241

Other funds holding EFG

WFPG
Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $828M AUM 20.38% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
C1AG
Client 1st Advisory Group Dunedin, Florida $372M AUM 22.43% 1-Year Est. Return
LWA
Lineweaver Wealth Advisors Valley View, Ohio $841M AUM 20.71% 1-Year Est. Return
CWS
Cypress Wealth Services Palm Desert, California $813M AUM 27.86% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return