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

Sequoia 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 Q2	$2.08M	Buy	16,698 +1,123	+7%	+$135K	0.01%	629
2026 Q1	$1.73M	Buy	15,575 +1,794	+13%	+$211K	0.01%	660
2025 Q4	$1.57M	Sell	13,781 -199	-1%	-$22.8K	0.01%	677
2025 Q3	$1.59M	Buy	13,980 +3,398	+32%	+$379K	0.01%	601
2025 Q2	$1.19M	Buy	10,582 +1,228	+13%	+$130K	0.01%	631
2025 Q1	$935K	Buy	9,354 +303	+3%	+$30.9K	0.01%	644
2024 Q4	$876K	Sell	9,051 -225	-2%	-$22.9K	0.01%	620
2024 Q3	$999K	Buy	9,276 +831	+10%	+$86.2K	0.01%	548
2024 Q2	$864K	Sell	8,445 -8	-0.1%	-$818	0.01%	514
2024 Q1	$877K	Sell	8,453 -4,164	-33%	-$415K	0.01%	507
2023 Q4	$1.22M	Buy	12,617 +5,924	+89%	+$531K	0.02%	470
2023 Q3	$578K	Buy	6,693 +32	+0.5%	+$2.95K	0.01%	473
2023 Q2	$636K	Buy	6,661 +182	+3%	+$17.3K	0.01%	449
2023 Q1	$607K	Buy	6,479 +445	+7%	+$40K	0.01%	416
2022 Q4	$505K	Buy	6,034 +1,922	+47%	+$155K	0.01%	431
2022 Q3	$298K	Hold	4,112	–	–	0.01%	387
2022 Q2	$331K	Buy	4,112 +36	+0.9%	+$3.13K	0.01%	413
2022 Q1	$392K	Buy	4,076 +228	+6%	+$22.4K	0.01%	420
2021 Q4	$424K	Buy	3,848 +188	+5%	+$20.6K	0.01%	362
2021 Q3	$390K	Sell	3,660 -171	-4%	-$18.8K	0.04%	176
2021 Q2	$411K	Buy	3,831 +1	+0%	+$106	0.02%	313
2021 Q1	$385K	Hold	3,830	–	–	0.02%	296
2020 Q4	$386K	Hold	3,830	–	–	0.02%	285
2020 Q3	$344K	Buy	3,830 +170	+5%	+$15.1K	0.02%	277
2020 Q2	$304K	Sell	3,660 -117	-3%	-$9.14K	0.02%	285
2020 Q1	$269K	Hold	3,777	–	–	0.02%	281
2019 Q4	$327K	Hold	3,777	–	–	0.02%	286
2019 Q3	$304K	Hold	3,777	–	–	0.02%	274
2019 Q2	$305K	Hold	3,777	–	–	0.02%	275
2019 Q1	$293K	Sell	3,777 -1,024	-21%	-$76K	0.02%	268
2018 Q4	$332K	Buy	4,801 +117	+2%	+$8.52K	0.04%	189
2018 Q3	$375K	Hold	4,684	–	–	0.04%	192
2018 Q2	$369K	Hold	4,684	–	–	0.04%	191
2018 Q1	$376K	Hold	4,684	–	–	0.04%	192
2017 Q4	$378K	Hold	4,684	–	–	0.04%	196
2017 Q3	$362K	Hold	4,684	–	–	0.04%	186
2017 Q2	$346K	Hold	4,684	–	–	0.04%	191
2017 Q1	$325K	Buy	4,684 +1,203	+35%	+$80.6K	0.04%	188
2016 Q4	$222K	Buy	+3,481	New	+$225K	0.03%	246

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

Sequoia Financial Advisors's EFG Position: Q2 2026 in Review

Sequoia Financial Advisors increased its iShares MSCI EAFE Growth ETF (EFG) stake by 7.2% in Q2 2026, buying an estimated $135K and bringing the position to 16,698 shares worth $2.08M. The position accounts for 0.01% of the portfolio, ranked #629.

Sequoia Financial Advisors first reported a position in EFG in Q4 2016 and has held it in 39 quarters since. 1,056 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Sequoia Financial Advisors held 16,698 shares of iShares MSCI EAFE Growth ETF worth $2.08M as of Q2 2026.
Sequoia Financial Advisors bought 1,123 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $135K.
iShares MSCI EAFE Growth ETF made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #629 holding.
Sequoia Financial Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q4 2016 and has held it in 39 quarters since.
1,056 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.