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

Novus 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 Q3	–	Sell	-7,539	Closed	-$313K	–	51
2026 Q2	$313K	Sell	7,539 -609	-7%	-$24.5K	0.65%	37
2026 Q1	$302K	Sell	8,148 -408	-5%	-$16K	0.68%	38
2025 Q4	$325K	Sell	8,556 -705	-8%	-$26.9K	0.73%	33
2025 Q3	$352K	Sell	9,261 -2,778	-23%	-$103K	0.81%	32
2025 Q2	$449K	Sell	12,039 -2,208	-15%	-$77.6K	0.69%	42
2025 Q1	$475K	Sell	14,247 -1,299	-8%	-$44.1K	0.48%	57
2024 Q4	$502K	Buy	+15,546	New	+$527K	0.5%	51

Other funds holding EFG

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $34.5B AUM 23.55% 1-Year Est. Return

Novus Advisors's EFG Position: Q3 2026 in Review

Novus Advisors sold out of iShares MSCI EAFE Growth ETF (EFG) in Q3 2026, closing a stake of 7,539 shares — an estimated $313K sold.

Novus Advisors first reported a position in EFG in Q4 2024 and held it in 7 quarters. The position peaked at $502K in Q4 2024. 954 funds tracked by Wall St. Rank hold EFG as of Q3 2026.

Novus Advisors reported no remaining iShares MSCI EAFE Growth ETF position as of Q3 2026 after selling out during the quarter.
Novus Advisors sold 7,539 iShares MSCI EAFE Growth ETF shares in Q3 2026, an estimated $313K.
Novus Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q4 2024 and held it in 7 quarters.
Novus Advisors's iShares MSCI EAFE Growth ETF position peaked at $502K in Q4 2024.
954 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2026.

Based on Novus Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.