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

Sanctuary 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	$127M	Buy	1,017,830 +162,024	+19%	+$19.5M	0.59%	25
2026 Q1	$95.3M	Buy	855,806 +316,738	+59%	+$37.2M	0.52%	33
2025 Q4	$61.4M	Buy	539,068 +291,366	+118%	+$33.4M	0.34%	52
2025 Q3	$28.2M	Sell	247,702 -437,746	-64%	-$48.8M	0.16%	130
2025 Q2	$76.8M	Sell	685,448 -9,407	-1%	-$992K	0.48%	35
2025 Q1	$69.5M	Sell	694,855 -489,449	-41%	-$49.9M	0.49%	32
2024 Q4	$122M	Buy	1,184,304 +28,987	+3%	+$2.95M	0.77%	17
2024 Q3	$114M	Buy	1,155,317 +492,084	+74%	+$51.1M	0.72%	19
2024 Q2	$66.3M	Buy	+663,233	New	+$67.8M	0.48%	34

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

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

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

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 Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Sanctuary Advisors's EFG Position: Q2 2026 in Review

Sanctuary Advisors increased its iShares MSCI EAFE Growth ETF (EFG) stake by 19% in Q2 2026, buying an estimated $19.5M and bringing the position to 1,017,830 shares worth $127M. The position accounts for 0.59% of the portfolio, ranked #25.

Sanctuary Advisors first reported a position in EFG in Q2 2024 and has held it in 9 quarters since. 1,056 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Sanctuary Advisors held 1,017,830 shares of iShares MSCI EAFE Growth ETF worth $127M as of Q2 2026.
Sanctuary Advisors bought 162,024 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $19.5M.
iShares MSCI EAFE Growth ETF made up 0.59% of Sanctuary Advisors's portfolio in Q2 2026, its #25 holding.
Sanctuary Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q2 2024 and has held it in 9 quarters since.
1,056 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.