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

Prosperity Capital 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 		$1.54M Buy
12,415
+90
+0.7% +$10.9K 0.08% 153
2026
Q1 		$1.37M Buy
12,325
+9,116
+284% +$1.07M 0.08% 155
2025
Q4 		$366K Sell
3,209
-406
-11% -$46.5K 0.02% 298
2025
Q3 		$412K Sell
3,615
-5,085
-58% -$567K 0.02% 307
2025
Q2 		$974K Sell
8,700
-171
-2% -$18K 0.06% 177
2025
Q1 		$889K Sell
8,871
-5,735
-39% -$585K 0.07% 170
2024
Q4 		$1.41M Buy
14,606
+2,211
+18% +$225K 0.11% 129
2024
Q3 		$1.33M Buy
12,395
+580
+5% +$60.2K 0.11% 130
2024
Q2 		$1.21M Buy
11,815
+5,311
+82% +$543K 0.13% 116
2024
Q1 		$675K Sell
6,504
-3,809
-37% -$379K 0.08% 179
2023
Q4 		$999K Sell
10,313
-4,931
-32% -$442K 0.11% 102
2023
Q3 		$1.32M Sell
15,244
-557
-4% -$51.3K 0.17% 75
2023
Q2 		$1.51M Buy
15,801
+3,478
+28% +$331K 0.21% 68
2023
Q1 		$1.15M Buy
12,323
+8,540
+226% +$768K 0.18% 68
2022
Q4 		$317K Buy
+3,783
New +$306K 0.1% 140

Other funds holding EFG

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
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
FSWA
Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

Prosperity Capital Advisors's EFG Position: Q2 2026 in Review

Prosperity Capital Advisors increased its iShares MSCI EAFE Growth ETF (EFG) stake by 0.73% in Q2 2026, buying an estimated $10.9K and bringing the position to 12,415 shares worth $1.54M. The position accounts for 0.08% of the portfolio, ranked #153.

Prosperity Capital Advisors first reported a position in EFG in Q4 2022 and has held it in 15 quarters since. 273 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Prosperity Capital Advisors held 12,415 shares of iShares MSCI EAFE Growth ETF worth $1.54M as of Q2 2026.
  • Prosperity Capital Advisors bought 90 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $10.9K.
  • iShares MSCI EAFE Growth ETF made up 0.08% of Prosperity Capital Advisors's portfolio in Q2 2026, its #153 holding.
  • Prosperity Capital Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • 273 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Prosperity Capital Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.