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

Mutual 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	$2.77M	Sell	24,909 -7,289	-23%	-$857K	0.06%	306
2025 Q4	$3.67M	Sell	32,198 -5,605	-15%	-$643K	0.08%	236
2025 Q3	$4.41M	Sell	37,803 -2,337	-6%	-$260K	0.1%	206
2025 Q2	$4.5M	Sell	40,140 -3,518	-8%	-$371K	0.11%	185
2025 Q1	$4.51M	Sell	43,658 -499	-1%	-$50.9K	0.13%	159
2024 Q4	$4.33M	Buy	44,157 +2,694	+6%	+$274K	0.13%	159
2024 Q3	$4.26M	Buy	41,463 +2,169	+6%	+$225K	0.12%	157
2024 Q2	$3.98M	Buy	39,294 +5,425	+16%	+$555K	0.12%	165
2024 Q1	$3.52M	Sell	33,869 -7,717	-19%	-$768K	0.11%	166
2023 Q4	$4.03M	Sell	41,586 -1,967	-5%	-$176K	0.14%	154
2023 Q3	$3.76M	Sell	43,553 -7,953	-15%	-$733K	0.15%	144
2023 Q2	$4.91M	Buy	51,506 +3,219	+7%	+$306K	0.19%	110
2023 Q1	$4.52M	Buy	48,287 +12,330	+34%	+$1.11M	0.19%	112
2022 Q4	$3.01M	Sell	35,957 -6,184	-15%	-$500K	0.13%	162
2022 Q3	$3.06M	Buy	42,141 +15,553	+58%	+$1.27M	0.16%	130
2022 Q2	$2.14M	Sell	26,588 -872	-3%	-$75.7K	0.14%	171
2022 Q1	$2.64M	Sell	27,460 -78	-0.3%	-$7.67K	0.15%	165
2021 Q4	$3.04M	Buy	27,538 +1,082	+4%	+$118K	0.16%	149
2021 Q3	$2.82M	Sell	26,456 -27,181	-51%	-$2.99M	0.17%	151
2021 Q2	$5.75M	Buy	53,637 +28,687	+115%	+$3.05M	0.34%	66
2021 Q1	$2.51M	Buy	24,950 +5,681	+29%	+$578K	0.17%	149
2020 Q4	$1.94M	Buy	19,269 +6,672	+53%	+$631K	0.14%	170
2020 Q3	$1.13M	Buy	12,597 +2,315	+23%	+$205K	0.1%	218
2020 Q2	$855K	Buy	10,282 +4,099	+66%	+$320K	0.08%	248
2020 Q1	$440K	Sell	6,183 -367	-6%	-$29.7K	0.06%	311
2019 Q4	$566K	Sell	6,550 -508	-7%	-$42.4K	0.06%	323
2019 Q3	$568K	Sell	7,058 -548	-7%	-$43.8K	0.08%	290
2019 Q2	$614K	Sell	7,606 -890	-10%	-$70.2K	0.08%	287
2019 Q1	$658K	Sell	8,496 -44	-0.5%	-$3.26K	0.1%	237
2018 Q4	$590K	Buy	8,540 +732	+9%	+$53.3K	0.12%	210
2018 Q3	$625K	Buy	7,808 +31	+0.4%	+$2.47K	0.09%	247
2018 Q2	$613K	Sell	7,777 -11	-0.1%	-$891	0.14%	210
2018 Q1	$626K	Buy	7,788 +353	+5%	+$28.8K	0.16%	208
2017 Q4	$600K	Buy	+7,435	New	+$589K	0.23%	131

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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 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 Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Mutual Advisors's EFG Position: Q1 2026 in Review

Mutual Advisors reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 23% in Q1 2026, selling an estimated $857K and leaving 24,909 shares worth $2.77M. The position accounts for 0.06% of the portfolio, ranked #306.

Mutual Advisors first reported a position in EFG in Q4 2017 and has held it in 34 quarters since. The position peaked at $5.75M in Q2 2021. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

Mutual Advisors held 24,909 shares of iShares MSCI EAFE Growth ETF worth $2.77M as of Q1 2026.
Mutual Advisors sold 7,289 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $857K.
iShares MSCI EAFE Growth ETF made up 0.06% of Mutual Advisors's portfolio in Q1 2026, its #306 holding.
Mutual Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q4 2017 and has held it in 34 quarters since.
Mutual Advisors's iShares MSCI EAFE Growth ETF position peaked at $5.75M in Q2 2021.
1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.