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 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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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 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 Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Sage Mountain Advisors's EFG Position: Q1 2026 in Review

Sage Mountain Advisors held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q1 2026 at 1,616 shares worth $180K. The position accounts for 0.01% of the portfolio, ranked #201.

Sage Mountain Advisors first reported a position in EFG in Q1 2021 and has held it in 21 quarters since. The position peaked at $464K in Q1 2021. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

Sage Mountain Advisors held 1,616 shares of iShares MSCI EAFE Growth ETF worth $180K as of Q1 2026.
Sage Mountain Advisors left its iShares MSCI EAFE Growth ETF share count unchanged in Q1 2026.
iShares MSCI EAFE Growth ETF made up 0.01% of Sage Mountain Advisors's portfolio in Q1 2026, its #201 holding.
Sage Mountain Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q1 2021 and has held it in 21 quarters since.
Sage Mountain Advisors's iShares MSCI EAFE Growth ETF position peaked at $464K in Q1 2021.
1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.