PFA
EFG icon

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

Professional Financial 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 		– Sell
-1,879
Closed -$214K – 141
2025
Q4 		$214K Buy
1,879
+104
+6% +$11.9K 0.04% 126
2025
Q3 		$202K Buy
+1,775
New +$198K 0.04% 124
2025
Q2 		– Sell
-2,352
Closed -$235K – 117
2025
Q1 		$235K Buy
+2,352
New +$240K 0.06% 98
2024
Q1 		– Sell
-3,095
Closed -$300K – 103
2023
Q4 		$300K Buy
3,095
+308
+11% +$27.6K 0.1% 75
2023
Q3 		$240K Sell
2,787
-396
-12% -$36.5K 0.11% 81
2023
Q2 		$304K Sell
3,183
-16,386
-84% -$1.56M 0.16% 64
2023
Q1 		$1.88M Buy
19,569
+9,832
+101% +$884K 1.11% 22
2022
Q4 		$816K Sell
9,737
-6,410
-40% -$518K 0.55% 38
2022
Q3 		$1.17M Sell
16,147
-386
-2% -$31.5K 0.72% 25
2022
Q2 		$1.33M Sell
16,533
-3,036
-16% -$264K 0.74% 28
2022
Q1 		$1.88M Buy
19,569
+1,428
+8% +$140K 0.81% 31
2021
Q4 		$2M Buy
18,141
+536
+3% +$58.7K 0.87% 24
2021
Q3 		$1.87M Buy
17,605
+665
+4% +$73.2K 1.07% 17
2021
Q2 		$1.83M Buy
16,940
+1,662
+11% +$177K 1.01% 19
2021
Q1 		$1.53M Buy
15,278
+14,742
+2,750% +$1.5M 0.95% 22
2020
Q4 		$54K Buy
536
+382
+248% +$36.1K 0.04% 121
2020
Q3 		$13K Buy
+154
New +$13.6K 0.01% 202

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

Professional Financial Advisors's EFG Position: Q1 2026 in Review

Professional Financial Advisors sold out of iShares MSCI EAFE Growth ETF (EFG) in Q1 2026, closing a stake of 1,879 shares — an estimated $214K sold.

Professional Financial Advisors first reported a position in EFG in Q3 2020 and held it in 17 quarters. The position peaked at $2M in Q4 2021. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

  • Professional Financial Advisors reported no remaining iShares MSCI EAFE Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Professional Financial Advisors sold 1,879 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $214K.
  • Professional Financial Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q3 2020 and held it in 17 quarters.
  • Professional Financial Advisors's iShares MSCI EAFE Growth ETF position peaked at $2M in Q4 2021.
  • 1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Professional Financial Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.