ML
EFG icon

McAdam LLC’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

McAdam LLC’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
Q1 		$4.29M Sell
38,551
-579
-1% -$68.1K 0.19% 67
2025
Q4 		$4.46M Buy
39,130
+944
+2% +$108K 0.2% 63
2025
Q3 		$4.35M Sell
38,186
-883
-2% -$98.4K 0.21% 60
2025
Q2 		$4.38M Buy
39,069
+941
+2% +$99.3K 0.24% 57
2025
Q1 		$3.81M Sell
38,128
-51,258
-57% -$5.23M 0.24% 58
2024
Q4 		$8.66M Buy
89,386
+10,819
+14% +$1.1M 0.47% 30
2024
Q3 		$8.46M Buy
+78,567
New +$8.15M 0.47% 31
2018
Q3 		– Sell
-82
Closed -$6K – 679
2018
Q2 		$6K Hold
82
– – ﹤0.01% 373
2018
Q1 		$7K Buy
+82
New +$6.7K ﹤0.01% 362

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return