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

NorthAvenue 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
Q2 		$42.3K Sell
340
-24
-7% -$2.89K 0.03% 78
2026
Q1 		$40.5K Hold
364
– – 0.03% 71
2025
Q4 		$41.5K Buy
+364
New +$41.7K 0.03% 73

Other funds holding EFG

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JC
JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FSWA
Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

NorthAvenue LLC's EFG Position: Q2 2026 in Review

NorthAvenue LLC reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 6.6% in Q2 2026, selling an estimated $2.89K and leaving 340 shares worth $42.3K. The position accounts for 0.03% of the portfolio, ranked #78.

NorthAvenue LLC first reported a position in EFG in Q4 2025 and has held it in 3 quarters since. 482 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • NorthAvenue LLC held 340 shares of iShares MSCI EAFE Growth ETF worth $42.3K as of Q2 2026.
  • NorthAvenue LLC sold 24 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $2.89K.
  • iShares MSCI EAFE Growth ETF made up 0.03% of NorthAvenue LLC's portfolio in Q2 2026, its #78 holding.
  • NorthAvenue LLC first reported a position in iShares MSCI EAFE Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 482 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on NorthAvenue LLC's 13F filing for Q2 2026, filed 21 Jul 2026.