PA
EFG icon

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

Parallel 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 		$1.1M Buy
9,921
+1,849
+23% +$217K 0.02% 444
2025
Q4 		$920K Sell
8,072
-147
-2% -$16.9K 0.02% 471
2025
Q3 		$936K Buy
8,219
+939
+13% +$105K 0.02% 460
2025
Q2 		$815K Sell
7,280
-829
-10% -$87.4K 0.02% 482
2025
Q1 		$811K Sell
8,109
-45
-0.6% -$4.59K 0.02% 445
2024
Q4 		$790K Buy
8,154
+709
+10% +$72.1K 0.02% 457
2024
Q3 		$802K Buy
7,445
+675
+10% +$70K 0.02% 431
2024
Q2 		$693K Sell
6,770
-1,561
-19% -$160K 0.02% 445
2024
Q1 		$865K Buy
8,331
+569
+7% +$56.6K 0.02% 398
2023
Q4 		$752K Sell
7,762
-41,023
-84% -$3.68M 0.02% 394
2023
Q3 		$4.21M Buy
48,785
+5,874
+14% +$542K 0.14% 126
2023
Q2 		$4.09M Buy
42,911
+40,440
+1,637% +$3.85M 0.13% 134
2023
Q1 		$232K Sell
2,471
-83
-3% -$7.46K 0.01% 705
2022
Q4 		$214K Buy
2,554
+646
+34% +$52.2K 0.01% 670
2022
Q3 		$138K Sell
1,908
-209
-10% -$17K 0.01% 821
2022
Q2 		$170K Sell
2,117
-770
-27% -$66.9K 0.01% 743
2022
Q1 		$283K Buy
2,887
+308
+12% +$30.3K 0.01% 595
2021
Q4 		$284K Buy
2,579
+487
+23% +$53.3K 0.01% 614
2021
Q3 		$223K Hold
2,092
– – 0.01% 677
2021
Q2 		$224K Buy
2,092
+48
+2% +$5.1K 0.01% 644
2021
Q1 		$205K Hold
2,044
– – 0.01% 635
2020
Q4 		$206K Buy
+2,044
New +$193K 0.01% 578

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Parallel Advisors's EFG Position: Q1 2026 in Review

Parallel Advisors increased its iShares MSCI EAFE Growth ETF (EFG) stake by 23% in Q1 2026, buying an estimated $217K and bringing the position to 9,921 shares worth $1.1M. The position accounts for 0.02% of the portfolio, ranked #444.

Parallel Advisors first reported a position in EFG in Q4 2020 and has held it in 22 quarters since. The position peaked at $4.21M in Q3 2023. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

  • Parallel Advisors held 9,921 shares of iShares MSCI EAFE Growth ETF worth $1.1M as of Q1 2026.
  • Parallel Advisors bought 1,849 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $217K.
  • iShares MSCI EAFE Growth ETF made up 0.02% of Parallel Advisors's portfolio in Q1 2026, its #444 holding.
  • Parallel Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q4 2020 and has held it in 22 quarters since.
  • Parallel Advisors's iShares MSCI EAFE Growth ETF position peaked at $4.21M in Q3 2023.
  • 1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Parallel Advisors's 13F filing for Q1 2026, filed 7 May 2026.