Regal Investment Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $9.15M | Buy |
82,172
+74,488
| +969% | +$8.76M | 0.53% | 44 |
|
|
2025
Q4 | $875K | Sell |
7,684
-5,873
| -43% | -$673K | 0.05% | 306 |
|
|
2025
Q3 | $1.54M | Sell |
13,557
-36,557
| -73% | -$4.07M | 0.1% | 207 |
|
|
2025
Q2 | $5.61M | Sell |
50,114
-8,490
| -14% | -$896K | 0.42% | 64 |
|
|
2025
Q1 | $5.86M | Sell |
58,604
-39,564
| -40% | -$4.03M | 0.47% | 56 |
|
|
2024
Q4 | $9.51M | Buy |
98,168
+11,333
| +13% | +$1.15M | 0.71% | 28 |
|
|
2024
Q3 | $9.35M | Buy |
86,835
+13,267
| +18% | +$1.38M | 0.65% | 30 |
|
|
2024
Q2 | $7.53M | Buy |
73,568
+25,132
| +52% | +$2.57M | 0.49% | 52 |
|
|
2024
Q1 | $5.03M | Sell |
48,436
-3,197
| -6% | -$318K | 0.34% | 85 |
|
|
2023
Q4 | $5M | Sell |
51,633
-19,561
| -27% | -$1.75M | 0.38% | 73 |
|
|
2023
Q3 | $6.14M | Sell |
71,194
-11,662
| -14% | -$1.08M | 0.52% | 53 |
|
|
2023
Q2 | $7.91M | Buy |
82,856
+2,057
| +3% | +$196K | 0.66% | 35 |
|
|
2023
Q1 | $7.57M | Buy |
80,799
+30,674
| +61% | +$2.76M | 0.67% | 35 |
|
|
2022
Q4 | $4.2M | Buy |
50,125
+5,099
| +11% | +$412K | 0.41% | 68 |
|
|
2022
Q3 | $3.27M | Buy |
45,026
+14,310
| +47% | +$1.17M | 0.34% | 78 |
|
|
2022
Q2 | $2.47M | Buy |
30,716
+1,661
| +6% | +$144K | 0.26% | 104 |
|
|
2022
Q1 | $2.8M | Sell |
29,055
-19,733
| -40% | -$1.94M | 0.26% | 103 |
|
|
2021
Q4 | $5.38M | Buy |
48,788
+5,814
| +14% | +$637K | 0.48% | 53 |
|
|
2021
Q3 | $4.58M | Buy |
42,974
+10,219
| +31% | +$1.13M | 0.44% | 58 |
|
|
2021
Q2 | $3.51M | Buy |
+32,755
| New | +$3.48M | 0.35% | 74 |
|
|
2021
Q1 | – | Sell |
-35,202
| Closed | -$3.55M | – | 128 |
|
|
2020
Q4 | $3.55M | Buy |
+35,202
| New | +$3.33M | 0.4% | 66 |
|
|
2020
Q3 | – | Sell |
-29,995
| Closed | -$2.49M | – | 50 |
|
|
2020
Q2 | $2.49M | Buy |
+29,995
| New | +$2.34M | 0.46% | 63 |
|
|
2015
Q4 | – | Sell |
-164
| Closed | -$10K | – | 437 |
|
|
2015
Q3 | $10K | Sell |
164
-995
| -86% | -$67.8K | ﹤0.01% | 689 |
|
|
2015
Q2 | $80K | Sell |
1,159
-1,216
| -51% | -$88.3K | 0.02% | 366 |
|
|
2015
Q1 | $166K | Sell |
2,375
-1,445
| -38% | -$98.8K | 0.04% | 276 |
|
|
2014
Q4 | $251K | Buy |
3,820
+1,898
| +99% | +$127K | 0.07% | 196 |
|
|
2014
Q3 | $131K | Sell |
1,922
-17
| -0.9% | -$1.2K | 0.04% | 275 |
|
|
2014
Q2 | $140K | Sell |
1,939
-416
| -18% | -$29.9K | 0.05% | 239 |
|
|
2014
Q1 | $167K | Sell |
2,355
-1,822
| -44% | -$127K | 0.07% | 206 |
|
|
2013
Q4 | $299K | Sell |
4,177
-1,387
| -25% | -$96.1K | 0.17% | 131 |
|
|
2013
Q3 | $379K | Sell |
5,564
-3,319
| -37% | -$218K | 0.22% | 119 |
|
|
2013
Q2 | $555K | Buy |
+8,883
| New | +$574K | 0.31% | 104 |
|
Other funds holding EFG
NAMI
PAS
Regal Investment Advisors's EFG Position: Q1 2026 in Review
Regal Investment Advisors increased its iShares MSCI EAFE Growth ETF (EFG) stake by 969% in Q1 2026, buying an estimated $8.76M and bringing the position to 82,172 shares worth $9.15M. The position accounts for 0.53% of the portfolio, ranked #44.
Regal Investment Advisors first reported a position in EFG in Q2 2013 and has held it in 32 quarters since. The position peaked at $9.51M in Q4 2024. 1,010 funds tracked by Wall St. Rank hold EFG as of Q1 2026.
- Regal Investment Advisors held 82,172 shares of iShares MSCI EAFE Growth ETF worth $9.15M as of Q1 2026.
- Regal Investment Advisors bought 74,488 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $8.76M.
- iShares MSCI EAFE Growth ETF made up 0.53% of Regal Investment Advisors's portfolio in Q1 2026, its #44 holding.
- Regal Investment Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q2 2013 and has held it in 32 quarters since.
- Regal Investment Advisors's iShares MSCI EAFE Growth ETF position peaked at $9.51M in Q4 2024.
- 1,010 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.
Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.