Private Advisor Group’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Private Advisor Group’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	$7.83M	Buy	70,347 +26,735	+61%	+$3.14M	0.04%	478
2025 Q4	$4.97M	Sell	43,612 -8,055	-16%	-$923K	0.02%	627
2025 Q3	$5.88M	Sell	51,667 -27,675	-35%	-$3.08M	0.03%	543
2025 Q2	$8.89M	Buy	79,342 +7,891	+11%	+$832K	0.05%	396
2025 Q1	$7.15M	Sell	71,451 -41,878	-37%	-$4.27M	0.04%	417
2024 Q4	$11M	Buy	113,329 +20,264	+22%	+$2.06M	0.06%	307
2024 Q3	$10M	Buy	93,065 +28,891	+45%	+$3M	0.06%	312
2024 Q2	$6.56M	Buy	64,174 +9,467	+17%	+$968K	0.04%	392
2024 Q1	$5.68M	Sell	54,707 -3,249	-6%	-$323K	0.04%	423
2023 Q4	$5.61M	Sell	57,956 -14,537	-20%	-$1.3M	0.04%	389
2023 Q3	$6.26M	Buy	72,493 +959	+1%	+$88.4K	0.06%	328
2023 Q2	$6.89M	Buy	71,534 +17,145	+32%	+$1.63M	0.06%	300
2023 Q1	$5.1M	Buy	54,389 +14,497	+36%	+$1.3M	0.05%	375
2022 Q4	$2.82M	Sell	39,892 -3,671	-8%	-$297K	0.14%	153
2022 Q3	$3.16M	Buy	43,563 +13,175	+43%	+$1.07M	0.04%	465
2022 Q2	$2.44M	Buy	30,388 +1,169	+4%	+$102K	0.02%	653
2022 Q1	$2.81M	Sell	29,219 -13,351	-31%	-$1.31M	0.02%	655
2021 Q4	$4.7M	Sell	42,570 -30,898	-42%	-$3.38M	0.04%	477
2021 Q3	$7.82M	Buy	73,468 +39,825	+118%	+$4.38M	0.05%	373
2021 Q2	$3.61M	Sell	33,643 -195	-0.6%	-$20.7K	0.03%	521
2021 Q1	$3.4M	Buy	33,838 +4,819	+17%	+$490K	0.03%	501
2020 Q4	$2.93M	Buy	29,019 +3,558	+14%	+$337K	0.03%	526
2020 Q3	$2.23M	Sell	25,461 -35	-0.1%	-$3.1K	0.03%	519
2020 Q2	$2.12M	Buy	25,496 +21,640	+561%	+$1.69M	0.03%	516
2020 Q1	$274K	Sell	3,856 -496	-11%	-$40.2K	0.01%	1114
2019 Q4	$376K	Buy	4,352 +957	+28%	+$79.9K	0.01%	1160
2019 Q3	$273K	Sell	3,395 -596	-15%	-$47.7K	﹤0.01%	1339
2019 Q2	$322K	Buy	3,991 +403	+11%	+$31.8K	0.01%	1251
2019 Q1	$278K	Sell	3,588 -92,620	-96%	-$6.87M	0.01%	1229
2018 Q4	$6.64M	Buy	96,208 +92,978	+2,879%	+$6.77M	0.16%	146
2018 Q3	$368K	Sell	3,230 -844	-21%	-$67.3K	0.01%	1126
2018 Q2	$319K	Sell	4,074 -110	-3%	-$8.91K	0.01%	959
2018 Q1	$336K	Buy	4,184 +1,300	+45%	+$106K	0.01%	842
2017 Q4	$238K	Sell	2,884 -1,621	-36%	-$128K	0.01%	978
2017 Q3	$349K	Buy	4,505 +106	+2%	+$8.03K	0.01%	1061
2017 Q2	$323K	Sell	4,399 -3	-0.1%	-$219	0.01%	1037
2017 Q1	$305K	Buy	4,402 +1,289	+41%	+$86.3K	0.01%	1066
2016 Q4	$203K	Sell	3,113 -573	-16%	-$37K	0.01%	1149
2016 Q3	$251K	Buy	3,686 +33	+0.9%	+$2.23K	0.01%	909
2016 Q2	$236K	Buy	+3,653	New	+$242K	0.01%	919
2016 Q1	–	Sell	-3,108	Closed	-$209K	–	1053
2015 Q4	$209K	Sell	3,108 -269	-8%	-$18.2K	0.01%	935
2015 Q3	$216K	Sell	3,377 -505	-13%	-$34.4K	0.01%	857
2015 Q2	$271K	Buy	+3,882	New	+$282K	0.01%	823
2014 Q4	–	Sell	-2,006	Closed	-$137K	–	1067
2014 Q3	$137K	Buy	+2,006	New	+$142K	0.01%	914

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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 Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

PAS

Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

Private Advisor Group's EFG Position: Q1 2026 in Review

Private Advisor Group increased its iShares MSCI EAFE Growth ETF (EFG) stake by 61% in Q1 2026, buying an estimated $3.14M and bringing the position to 70,347 shares worth $7.83M. The position accounts for 0.04% of the portfolio, ranked #478.

Private Advisor Group first reported a position in EFG in Q3 2014 and has held it in 44 quarters since. The position peaked at $11M in Q4 2024. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

Private Advisor Group held 70,347 shares of iShares MSCI EAFE Growth ETF worth $7.83M as of Q1 2026.
Private Advisor Group bought 26,735 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $3.14M.
iShares MSCI EAFE Growth ETF made up 0.04% of Private Advisor Group's portfolio in Q1 2026, its #478 holding.
Private Advisor Group first reported a position in iShares MSCI EAFE Growth ETF in Q3 2014 and has held it in 44 quarters since.
Private Advisor Group's iShares MSCI EAFE Growth ETF position peaked at $11M in Q4 2024.
1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.