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

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

Mayflower Financial Advisors's EFG Position: Q2 2026 in Review

Mayflower Financial Advisors reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 5.5% in Q2 2026, selling an estimated $71.4K and leaving 10,185 shares worth $1.27M. The position accounts for 0.11% of the portfolio, ranked #165.

Mayflower Financial Advisors first reported a position in EFG in Q4 2021 and has held it in 19 quarters since. The position peaked at $7.7M in Q1 2023. 1,060 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Mayflower Financial Advisors held 10,185 shares of iShares MSCI EAFE Growth ETF worth $1.27M as of Q2 2026.
Mayflower Financial Advisors sold 592 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $71.4K.
iShares MSCI EAFE Growth ETF made up 0.11% of Mayflower Financial Advisors's portfolio in Q2 2026, its #165 holding.
Mayflower Financial Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q4 2021 and has held it in 19 quarters since.
Mayflower Financial Advisors's iShares MSCI EAFE Growth ETF position peaked at $7.7M in Q1 2023.
1,060 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.