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

Prime Capital 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 		$525K Buy
4,216
+299
+8% +$36.1K 0.01% 686
2026
Q1 		$436K Buy
3,917
+1,411
+56% +$166K 0.01% 705
2025
Q4 		$286K Sell
2,506
-505
-17% -$57.9K ﹤0.01% 834
2025
Q3 		$343K Sell
3,011
-32
-1% -$3.57K ﹤0.01% 763
2025
Q2 		$341K Sell
3,043
-884
-23% -$93.2K ﹤0.01% 727
2025
Q1 		$393K Buy
3,927
+564
+17% +$57.5K ﹤0.01% 744
2024
Q4 		$326K Sell
3,363
-424
-11% -$43.1K ﹤0.01% 701
2024
Q3 		$408K Sell
3,787
-424
-10% -$44K 0.01% 647
2024
Q2 		$431K Sell
4,211
-2,638
-39% -$270K 0.01% 617
2024
Q1 		$711K Sell
6,849
-2,083
-23% -$207K 0.01% 536
2023
Q4 		$865K Buy
8,932
+6,394
+252% +$573K 0.01% 457
2023
Q3 		$219K Sell
2,538
-289
-10% -$26.6K ﹤0.01% 661
2023
Q2 		$270K Buy
+2,827
New +$269K 0.01% 634
2023
Q1 		– Sell
-3,154
Closed -$264K – 580
2022
Q4 		$264K Buy
+3,154
New +$255K 0.01% 445
2020
Q4 		– Sell
-182
Closed -$16K – 465
2020
Q3 		$16K Buy
182
+101
+125% +$8.95K ﹤0.01% 384
2020
Q2 		$7K Sell
81
-2,011
-96% -$157K ﹤0.01% 430
2020
Q1 		$149K Sell
2,092
-744
-26% -$60.3K 0.02% 213
2019
Q4 		$245K Hold
2,836
– – 0.03% 183
2019
Q3 		$228K Buy
+2,836
New +$227K 0.04% 190
2018
Q4 		– Sell
-560
Closed -$45K – 371
2018
Q3 		$45K Sell
560
-480
-46% -$38.3K 0.01% 199
2018
Q2 		$82K Hold
1,040
– – 0.03% 171
2018
Q1 		$84K Hold
1,040
– – 0.06% 138
2017
Q4 		$84K Buy
+1,040
New +$82.4K 0.06% 139

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cetera Investment Advisers
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
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Prime Capital Investment Advisors's EFG Position: Q2 2026 in Review

Prime Capital Investment Advisors increased its iShares MSCI EAFE Growth ETF (EFG) stake by 7.6% in Q2 2026, buying an estimated $36.1K and bringing the position to 4,216 shares worth $525K. The position accounts for 0.01% of the portfolio, ranked #686.

Prime Capital Investment Advisors first reported a position in EFG in Q4 2017 and has held it in 23 quarters since. The position peaked at $865K in Q4 2023. 1,063 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Prime Capital Investment Advisors held 4,216 shares of iShares MSCI EAFE Growth ETF worth $525K as of Q2 2026.
  • Prime Capital Investment Advisors bought 299 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $36.1K.
  • iShares MSCI EAFE Growth ETF made up 0.01% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #686 holding.
  • Prime Capital Investment Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q4 2017 and has held it in 23 quarters since.
  • Prime Capital Investment Advisors's iShares MSCI EAFE Growth ETF position peaked at $865K in Q4 2023.
  • 1,063 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.