NewEdge Advisors
EFG icon

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

NewEdge 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 		$135M Buy
3,243,291
+1,256,448
+63% +$50.5M 0.4% 47
2026
Q1 		$73.8M Buy
1,986,843
+1,582,734
+392% +$62M 0.27% 68
2025
Q4 		$15.3M Sell
404,109
-273,630
-40% -$10.5M 0.06% 314
2025
Q3 		$25.7M Sell
677,739
-968,091
-59% -$36M 0.12% 168
2025
Q2 		$61.4M Buy
1,645,830
+12,885
+0.8% +$453K 0.32% 60
2025
Q1 		$54.4M Sell
1,632,945
-1,019,832
-38% -$34.7M 0.32% 62
2024
Q4 		$85.6M Buy
2,652,777
+517,026
+24% +$17.5M 0.51% 31
2024
Q3 		$76.6M Buy
2,135,751
+162,354
+8% +$5.61M 0.5% 30
2024
Q2 		$67.3M Buy
1,973,397
+924,120
+88% +$31.5M 0.49% 34
2024
Q1 		$36.3M Buy
1,049,277
+40,437
+4% +$1.34M 0.32% 68
2023
Q4 		$32.4M Sell
1,008,840
-344,307
-25% -$10.3M 0.31% 78
2023
Q3 		$38.9M Sell
1,353,147
-191,877
-12% -$5.9M 0.43% 52
2023
Q2 		$49.1M Buy
1,545,024
+113,562
+8% +$3.6M 0.56% 25
2023
Q1 		$44.7M Buy
1,431,462
+445,524
+45% +$13.4M 0.56% 31
2022
Q4 		$4.23M Sell
985,938
-122,616
-11% -$3.3M 0.11% 191
2022
Q3 		$26.8M Buy
1,108,554
+325,101
+41% +$8.84M 0.44% 56
2022
Q2 		$21M Buy
783,453
+108,336
+16% +$3.14M 0.35% 74
2022
Q1 		$21.7M Sell
675,117
-338,238
-33% -$11.1M 0.35% 66
2021
Q4 		$37.3M Buy
1,013,355
+175,569
+21% +$6.41M 0.56% 32
2021
Q3 		$29.7M Buy
837,786
+224,076
+37% +$8.22M 0.74% 28
2021
Q2 		$21.9M Buy
613,710
+30,618
+5% +$1.08M 0.58% 45
2021
Q1 		$19.5M Sell
583,092
-61,578
-10% -$2.09M 0.58% 45
2020
Q4 		$21.7M Sell
644,670
-42,924
-6% -$1.35M 0.71% 39
2020
Q3 		$20.6M Buy
687,594
+157,224
+30% +$4.64M 0.72% 34
2020
Q2 		$14.7M Buy
+530,370
New +$13.8M 0.57% 46

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Nomura Asset Management International
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

NewEdge Advisors's EFG Position: Q2 2026 in Review

NewEdge Advisors increased its iShares MSCI EAFE Growth ETF (EFG) stake by 63% in Q2 2026, buying an estimated $50.5M and bringing the position to 3,243,291 shares worth $135M. The position accounts for 0.4% of the portfolio, ranked #47.

NewEdge Advisors first reported a position in EFG in Q2 2020 and has held it in 25 quarters since. 1,067 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • NewEdge Advisors held 3,243,291 shares of iShares MSCI EAFE Growth ETF worth $135M as of Q2 2026.
  • NewEdge Advisors bought 1,256,448 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $50.5M.
  • iShares MSCI EAFE Growth ETF made up 0.4% of NewEdge Advisors's portfolio in Q2 2026, its #47 holding.
  • NewEdge Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q2 2020 and has held it in 25 quarters since.
  • 1,067 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.