Paces Ferry Wealth Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Paces Ferry Wealth 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	$1.7M	Sell	13,681 -24	-0.2%	-$2.89K	0.63%	29
2026 Q1	$1.53M	Sell	13,705 -124	-0.9%	-$14.6K	0.63%	32
2025 Q4	$1.58M	Sell	13,829 -495	-3%	-$56.8K	0.64%	33
2025 Q3	$1.63M	Sell	14,324 -774	-5%	-$86.3K	0.68%	30
2025 Q2	$1.69M	Sell	15,098 -1,000	-6%	-$105K	0.78%	30
2025 Q1	$1.61M	Sell	16,098 -680	-4%	-$69.3K	0.8%	30
2024 Q4	$1.62M	Sell	16,778 -49	-0.3%	-$4.98K	0.79%	31
2024 Q3	$1.81M	Buy	16,827 +3	+0%	+$311	1.04%	26
2024 Q2	$1.72M	Buy	16,824 +7	+0%	+$716	1.04%	25
2024 Q1	$1.75M	Sell	16,817 -11,072	-40%	-$1.1M	1.12%	24
2023 Q4	$2.7M	Buy	27,889 +20,237	+264%	+$1.81M	1.88%	14
2023 Q3	$660K	Hold	7,652	–	–	0.52%	42
2023 Q2	$730K	Sell	7,652 -7	-0.1%	-$666	0.55%	44
2023 Q1	$717K	Sell	7,659 -3,368	-31%	-$303K	0.58%	45
2022 Q4	$924K	Buy	+11,027	New	+$891K	0.9%	30
2022 Q3	–	Sell	-2,907	Closed	-$234K	–	96
2022 Q2	$234K	Buy	+2,907	New	+$252K	0.23%	91
2020 Q4	–	Sell	-1,076	Closed	-$97K	–	416
2020 Q3	$97K	Buy	+1,076	New	+$95.4K	0.08%	162

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Paces Ferry Wealth Advisors's EFG Position: Q2 2026 in Review

Paces Ferry Wealth Advisors reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 0.18% in Q2 2026, selling an estimated $2.89K and leaving 13,681 shares worth $1.7M. The position accounts for 0.63% of the portfolio, ranked #29.

Paces Ferry Wealth Advisors first reported a position in EFG in Q3 2020 and has held it in 17 quarters since. The position peaked at $2.7M in Q4 2023. 1,056 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Paces Ferry Wealth Advisors held 13,681 shares of iShares MSCI EAFE Growth ETF worth $1.7M as of Q2 2026.
Paces Ferry Wealth Advisors sold 24 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $2.89K.
iShares MSCI EAFE Growth ETF made up 0.63% of Paces Ferry Wealth Advisors's portfolio in Q2 2026, its #29 holding.
Paces Ferry Wealth Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q3 2020 and has held it in 17 quarters since.
Paces Ferry Wealth Advisors's iShares MSCI EAFE Growth ETF position peaked at $2.7M in Q4 2023.
1,056 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Paces Ferry Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.