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

Polaris Investment 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 		$4.73M Buy
38,006
+17,821
+88% +$2.15M 3.03% 9
2026
Q1 		$2.25M Buy
20,185
+14,743
+271% +$1.73M 1.64% 18
2025
Q4 		$620K Buy
+5,442
New +$624K 0.45% 35

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 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

Polaris Investment Advisors's EFG Position: Q2 2026 in Review

Polaris Investment Advisors increased its iShares MSCI EAFE Growth ETF (EFG) stake by 88% in Q2 2026, buying an estimated $2.15M and bringing the position to 38,006 shares worth $4.73M. The position accounts for 3.03% of the portfolio, ranked #9.

Polaris Investment Advisors first reported a position in EFG in Q4 2025 and has held it in 3 quarters since. 724 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Polaris Investment Advisors held 38,006 shares of iShares MSCI EAFE Growth ETF worth $4.73M as of Q2 2026.
  • Polaris Investment Advisors bought 17,821 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $2.15M.
  • iShares MSCI EAFE Growth ETF made up 3.03% of Polaris Investment Advisors's portfolio in Q2 2026, its #9 holding.
  • Polaris Investment Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 724 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Polaris Investment Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.