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Mount Yale Investment Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Mount Yale Investment 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
Q1 		$7.06M Buy
63,417
+58,803
+1,274% +$6.92M 0.16% 138
2025
Q4 		$526K Buy
4,614
+477
+12% +$54.7K 0.03% 451
2025
Q3 		$471K Sell
4,137
-33,686
-89% -$3.75M 0.03% 430
2025
Q2 		$4.24M Sell
37,823
-1,351
-3% -$143K 0.33% 56
2025
Q1 		$3.92M Sell
39,174
-18,758
-32% -$1.91M 0.34% 56
2024
Q4 		$5.61M Sell
57,932
-2,402
-4% -$244K 0.45% 32
2024
Q3 		$6.49M Sell
60,334
-4,641
-7% -$481K 0.62% 22
2024
Q2 		$6.65M Buy
64,975
+15,802
+32% +$1.62M 0.53% 24
2024
Q1 		$5.1M Buy
49,173
+3,977
+9% +$396K 0.39% 55
2023
Q4 		$4.38M Sell
45,196
-20,359
-31% -$1.82M 0.42% 53
2023
Q3 		$5.66M Sell
65,555
-8,428
-11% -$777K 0.62% 30
2023
Q2 		$7.06M Buy
73,983
+2,893
+4% +$275K 0.75% 14
2023
Q1 		$6.66M Buy
71,090
+42,024
+145% +$3.78M 0.75% 22
2022
Q4 		$2.43M Sell
29,066
-33,960
-54% -$2.75M 0.28% 90
2022
Q3 		$4.57M Buy
63,026
+7,644
+14% +$624K 0.61% 36
2022
Q2 		$4.46M Buy
55,382
+32,179
+139% +$2.79M 0.56% 38
2022
Q1 		$2.23M Sell
23,203
-55,027
-70% -$5.41M 0.24% 99
2021
Q4 		$8.63M Buy
78,230
+44,649
+133% +$4.89M 0.9% 11
2021
Q3 		$3.58M Buy
33,581
+8,454
+34% +$931K 0.41% 61
2021
Q2 		$2.7M Sell
25,127
-295
-1% -$31.3K 0.33% 77
2021
Q1 		$2.55M Sell
25,422
-521
-2% -$53K 0.33% 74
2020
Q4 		$2.62M Sell
25,943
-1,101
-4% -$104K 0.37% 71
2020
Q3 		$2.43M Buy
27,044
+1,037
+4% +$91.9K 0.35% 70
2020
Q2 		$2.16M Buy
+26,007
New +$2.03M 0.39% 69

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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 $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

Mount Yale Investment Advisors's EFG Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its iShares MSCI EAFE Growth ETF (EFG) stake by 1,274% in Q1 2026, buying an estimated $6.92M and bringing the position to 63,417 shares worth $7.06M. The position accounts for 0.16% of the portfolio, ranked #138.

Mount Yale Investment Advisors first reported a position in EFG in Q2 2020 and has held it in 24 quarters since. The position peaked at $8.63M in Q4 2021. 1,010 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

  • Mount Yale Investment Advisors held 63,417 shares of iShares MSCI EAFE Growth ETF worth $7.06M as of Q1 2026.
  • Mount Yale Investment Advisors bought 58,803 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $6.92M.
  • iShares MSCI EAFE Growth ETF made up 0.16% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #138 holding.
  • Mount Yale Investment Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q2 2020 and has held it in 24 quarters since.
  • Mount Yale Investment Advisors's iShares MSCI EAFE Growth ETF position peaked at $8.63M in Q4 2021.
  • 1,010 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.