SageView Advisory Group’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

SageView Advisory Group’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	–	Sell	-10,398	Closed	-$1.18M	–	1116
2025 Q4	$1.18M	Buy	10,398 +36	+0.3%	+$4.13K	0.04%	233
2025 Q3	$1.18M	Buy	+10,362	New	+$1.15M	0.04%	245
2024 Q2	–	Sell	-2,788,471	Closed	-$273M	–	583
2024 Q1	$273M	Buy	2,788,471 +2,783,580	+56,912%	+$277M	13.79%	1
2023 Q4	$477K	Sell	4,891 -3,477	-42%	-$312K	0.02%	404
2023 Q3	$722K	Buy	8,368 +689	+9%	+$63.5K	0.04%	262
2023 Q2	$733K	Buy	+7,679	New	+$730K	0.04%	278

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

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

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

SageView Advisory Group's EFG Position: Q1 2026 in Review

SageView Advisory Group sold out of iShares MSCI EAFE Growth ETF (EFG) in Q1 2026, closing a stake of 10,398 shares — an estimated $1.18M sold.

SageView Advisory Group first reported a position in EFG in Q2 2023 and held it in 6 quarters. The position peaked at $273M in Q1 2024. 1,017 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

SageView Advisory Group reported no remaining iShares MSCI EAFE Growth ETF position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 10,398 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $1.18M.
SageView Advisory Group first reported a position in iShares MSCI EAFE Growth ETF in Q2 2023 and held it in 6 quarters.
SageView Advisory Group's iShares MSCI EAFE Growth ETF position peaked at $273M in Q1 2024.
1,017 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.