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Sage Mountain Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Sage Mountain 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 		$201K Hold
1,616
– – 0.01% 222
2026
Q1 		$180K Hold
1,616
– – 0.01% 201
2025
Q4 		$184K Hold
1,616
– – 0.01% 478
2025
Q3 		$184K Hold
1,616
– – 0.01% 469
2025
Q2 		$181K Hold
1,616
– – 0.01% 411
2025
Q1 		$162K Hold
1,616
– – 0.01% 387
2024
Q4 		$156K Buy
1,616
+42
+3% +$4.27K 0.01% 390
2024
Q3 		$169K Hold
1,574
– – 0.01% 396
2024
Q2 		$161K Sell
1,574
-132
-8% -$13.5K 0.01% 346
2024
Q1 		$177K Hold
1,706
– – 0.02% 324
2023
Q4 		$165K Hold
1,706
– – 0.02% 271
2023
Q3 		$147K Sell
1,706
-220
-11% -$20.3K 0.02% 267
2023
Q2 		$184K Sell
1,926
-272
-12% -$25.9K 0.03% 255
2023
Q1 		$206K Sell
2,198
-123
-5% -$11.1K 0.03% 229
2022
Q4 		$194K Sell
2,321
-775
-25% -$62.7K 0.04% 158
2022
Q3 		$225K Sell
3,096
-247
-7% -$20.1K 0.06% 148
2022
Q2 		$269K Sell
3,343
-337
-9% -$29.3K 0.05% 362
2022
Q1 		$354K Hold
3,680
– – 0.06% 346
2021
Q4 		$406K Sell
3,680
-101
-3% -$11.1K 0.05% 361
2021
Q3 		$403K Buy
3,781
+101
+3% +$11.1K 0.06% 295
2021
Q2 		$395K Sell
3,680
-940
-20% -$99.9K 0.07% 264
2021
Q1 		$464K Buy
+4,620
New +$470K 0.1% 172

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

Sage Mountain Advisors's EFG Position: Q2 2026 in Review

Sage Mountain Advisors held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q2 2026 at 1,616 shares worth $201K. The position accounts for 0.01% of the portfolio, ranked #222.

Sage Mountain Advisors first reported a position in EFG in Q1 2021 and has held it in 22 quarters since. The position peaked at $464K in Q1 2021. 1,060 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Sage Mountain Advisors held 1,616 shares of iShares MSCI EAFE Growth ETF worth $201K as of Q2 2026.
  • Sage Mountain Advisors left its iShares MSCI EAFE Growth ETF share count unchanged in Q2 2026.
  • iShares MSCI EAFE Growth ETF made up 0.01% of Sage Mountain Advisors's portfolio in Q2 2026, its #222 holding.
  • Sage Mountain Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q1 2021 and has held it in 22 quarters since.
  • Sage Mountain Advisors's iShares MSCI EAFE Growth ETF position peaked at $464K in Q1 2021.
  • 1,060 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Sage Mountain Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.