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Prospera Financial Services’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Prospera Financial Services’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 		$893K Sell
7,175
-52
-0.7% -$6.27K 0.01% 816
2026
Q1 		$805K Sell
7,227
-402
-5% -$47.3K 0.01% 809
2025
Q4 		$870K Sell
7,629
-1,068
-12% -$122K 0.01% 725
2025
Q3 		$991K Sell
8,697
-97
-1% -$10.8K 0.02% 683
2025
Q2 		$985K Sell
8,794
-1,805
-17% -$190K 0.02% 664
2025
Q1 		$1.06M Sell
10,599
-208
-2% -$21.2K 0.02% 548
2024
Q4 		$1.05M Buy
10,807
+6,339
+142% +$644K 0.02% 528
2024
Q3 		$482K Buy
4,468
+46
+1% +$4.77K 0.01% 733
2024
Q2 		$453K Buy
4,422
+61
+1% +$6.24K 0.01% 742
2024
Q1 		$453K Sell
4,361
-2,344
-35% -$233K 0.01% 739
2023
Q4 		$649K Sell
6,705
-135
-2% -$12.1K 0.02% 577
2023
Q3 		$591K Sell
6,840
-119
-2% -$11K 0.02% 559
2023
Q2 		$665K Sell
6,959
-28,679
-80% -$2.73M 0.03% 523
2023
Q1 		$3.34M Buy
35,638
+28,946
+433% +$2.6M 0.14% 184
2022
Q4 		$561K Buy
6,692
+3,779
+130% +$306K 0.03% 506
2022
Q3 		$212K Sell
2,913
-10
-0.3% -$816 0.01% 765
2022
Q2 		$236K Sell
2,923
-20,314
-87% -$1.76M 0.01% 688
2022
Q1 		$2.24M Buy
23,237
+20,453
+735% +$2.01M 0.09% 253
2021
Q4 		$308K Buy
+2,784
New +$305K 0.01% 701
2021
Q1 		– Sell
-2,294
Closed -$231K – 750
2020
Q4 		$231K Sell
2,294
-83
-3% -$7.85K 0.02% 612
2020
Q3 		$214K Buy
+2,377
New +$211K 0.08% 218
2020
Q1 		– Sell
-2,484
Closed -$215K – 540
2019
Q4 		$215K Buy
+2,484
New +$207K 0.02% 554

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
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

Prospera Financial Services's EFG Position: Q2 2026 in Review

Prospera Financial Services reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 0.72% in Q2 2026, selling an estimated $6.27K and leaving 7,175 shares worth $893K. The position accounts for 0.01% of the portfolio, ranked #816.

Prospera Financial Services first reported a position in EFG in Q4 2019 and has held it in 22 quarters since. The position peaked at $3.34M in Q1 2023. 1,056 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Prospera Financial Services held 7,175 shares of iShares MSCI EAFE Growth ETF worth $893K as of Q2 2026.
  • Prospera Financial Services sold 52 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $6.27K.
  • iShares MSCI EAFE Growth ETF made up 0.01% of Prospera Financial Services's portfolio in Q2 2026, its #816 holding.
  • Prospera Financial Services first reported a position in iShares MSCI EAFE Growth ETF in Q4 2019 and has held it in 22 quarters since.
  • Prospera Financial Services's iShares MSCI EAFE Growth ETF position peaked at $3.34M in Q1 2023.
  • 1,056 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.