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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
Q1 		$73.8M Buy
662,281
+527,578
+392% +$62M 0.27% 68
2025
Q4 		$15.3M Sell
134,703
-91,210
-40% -$10.5M 0.06% 314
2025
Q3 		$25.7M Sell
225,913
-322,697
-59% -$36M 0.12% 168
2025
Q2 		$61.4M Buy
548,610
+4,295
+0.8% +$453K 0.32% 60
2025
Q1 		$54.4M Sell
544,315
-339,944
-38% -$34.7M 0.32% 62
2024
Q4 		$85.6M Buy
884,259
+172,342
+24% +$17.5M 0.51% 31
2024
Q3 		$76.6M Buy
711,917
+54,118
+8% +$5.61M 0.5% 30
2024
Q2 		$67.3M Buy
657,799
+308,040
+88% +$31.5M 0.49% 34
2024
Q1 		$36.3M Buy
349,759
+13,479
+4% +$1.34M 0.32% 68
2023
Q4 		$32.4M Sell
336,280
-114,769
-25% -$10.3M 0.31% 78
2023
Q3 		$38.9M Sell
451,049
-63,959
-12% -$5.9M 0.43% 52
2023
Q2 		$49.1M Buy
515,008
+37,854
+8% +$3.6M 0.56% 25
2023
Q1 		$44.7M Buy
477,154
+148,508
+45% +$13.4M 0.56% 31
2022
Q4 		$4.23M Sell
328,646
-40,872
-11% -$3.3M 0.11% 191
2022
Q3 		$26.8M Buy
369,518
+108,367
+41% +$8.84M 0.44% 56
2022
Q2 		$21M Buy
261,151
+36,112
+16% +$3.14M 0.35% 74
2022
Q1 		$21.7M Sell
225,039
-112,746
-33% -$11.1M 0.35% 66
2021
Q4 		$37.3M Buy
337,785
+58,523
+21% +$6.41M 0.56% 32
2021
Q3 		$29.7M Buy
279,262
+74,692
+37% +$8.22M 0.74% 28
2021
Q2 		$21.9M Buy
204,570
+10,206
+5% +$1.08M 0.58% 45
2021
Q1 		$19.5M Sell
194,364
-20,526
-10% -$2.09M 0.58% 45
2020
Q4 		$21.7M Sell
214,890
-14,308
-6% -$1.35M 0.71% 39
2020
Q3 		$20.6M Buy
229,198
+52,408
+30% +$4.64M 0.72% 34
2020
Q2 		$14.7M Buy
+176,790
New +$13.8M 0.57% 46

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

NewEdge Advisors's EFG Position: Q1 2026 in Review

NewEdge Advisors increased its iShares MSCI EAFE Growth ETF (EFG) stake by 392% in Q1 2026, buying an estimated $62M and bringing the position to 662,281 shares worth $73.8M. The position accounts for 0.27% of the portfolio, ranked #68.

NewEdge Advisors first reported a position in EFG in Q2 2020 and has held it in 24 quarters since. The position peaked at $85.6M in Q4 2024. 1,010 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

  • NewEdge Advisors held 662,281 shares of iShares MSCI EAFE Growth ETF worth $73.8M as of Q1 2026.
  • NewEdge Advisors bought 527,578 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $62M.
  • iShares MSCI EAFE Growth ETF made up 0.27% of NewEdge Advisors's portfolio in Q1 2026, its #68 holding.
  • NewEdge Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q2 2020 and has held it in 24 quarters since.
  • NewEdge Advisors's iShares MSCI EAFE Growth ETF position peaked at $85.6M in Q4 2024.
  • 1,010 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.