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

Seneca Financial 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 		$18.1M Buy
162,784
+15,992
+11% +$1.88M 5.31% 10
2025
Q4 		$16.7M Buy
146,792
+17,711
+14% +$2.03M 5.09% 9
2025
Q3 		$14.7M Buy
129,081
+50,115
+63% +$5.58M 4.8% 9
2025
Q2 		$8.84M Buy
78,966
+66,339
+525% +$7M 3.41% 13
2025
Q1 		$1.26M Hold
12,627
– – 0.61% 29
2024
Q4 		$1.22M Sell
12,627
-2,053
-14% -$209K 0.61% 31
2024
Q3 		$1.58M Hold
14,680
– – 0.77% 23
2024
Q2 		$1.5M Buy
14,680
+93
+0.6% +$9.51K 0.78% 25
2024
Q1 		$1.51M Hold
14,587
– – 0.81% 25
2023
Q4 		$1.41M Buy
14,587
+3,704
+34% +$332K 0.82% 25
2023
Q3 		$939K Hold
10,883
– – 0.64% 27
2023
Q2 		$1.04M Buy
10,883
+2,709
+33% +$258K 0.69% 26
2023
Q1 		$766K Sell
8,174
-2,919
-26% -$263K 0.49% 31
2022
Q4 		$929K Sell
11,093
-2,868
-21% -$232K 0.59% 24
2022
Q3 		$1.01M Sell
13,961
-2,661
-16% -$217K 0.72% 22
2022
Q2 		$1.34M Sell
16,622
-2,099
-11% -$182K 0.9% 19
2022
Q1 		$1.8M Sell
18,721
-611
-3% -$60.1K 1.09% 17
2021
Q4 		$2.13M Buy
19,332
+2,181
+13% +$239K 1.26% 16
2021
Q3 		$1.83M Sell
17,151
-3,399
-17% -$374K 1.21% 16
2021
Q2 		$2.2M Buy
20,550
+591
+3% +$62.8K 1.44% 14
2021
Q1 		$2.01M Buy
19,959
+254
+1% +$25.8K 1.41% 14
2020
Q4 		$1.99M Buy
+19,705
New +$1.86M 1.51% 14

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
JP Morgan Chase
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
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

Seneca Financial Advisors's EFG Position: Q1 2026 in Review

Seneca Financial Advisors increased its iShares MSCI EAFE Growth ETF (EFG) stake by 11% in Q1 2026, buying an estimated $1.88M and bringing the position to 162,784 shares worth $18.1M. The position accounts for 5.31% of the portfolio, ranked #10.

Seneca Financial Advisors first reported a position in EFG in Q4 2020 and has held it in 22 quarters since. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

  • Seneca Financial Advisors held 162,784 shares of iShares MSCI EAFE Growth ETF worth $18.1M as of Q1 2026.
  • Seneca Financial Advisors bought 15,992 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $1.88M.
  • iShares MSCI EAFE Growth ETF made up 5.31% of Seneca Financial Advisors's portfolio in Q1 2026, its #10 holding.
  • Seneca Financial Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q4 2020 and has held it in 22 quarters since.
  • 1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Seneca Financial Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.