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

SGL Investment 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 		$1.54M Buy
12,646
+1,700
+16% +$200K 0.58% 45
2025
Q4 		$1.27M Buy
10,946
+1,578
+17% +$181K 0.51% 45
2025
Q3 		$1.08M Buy
9,368
+1,773
+23% +$198K 0.45% 46
2025
Q2 		$845K Buy
7,595
+449
+6% +$47.4K 0.4% 51
2025
Q1 		$755K Buy
7,146
+900
+14% +$91.7K 0.39% 51
2024
Q4 		$645K Buy
6,246
+311
+5% +$31.6K 0.33% 62
2024
Q3 		$587K Buy
+5,935
New +$616K 0.3% 69

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 $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

SGL Investment Advisors's EFG Position: Q1 2026 in Review

SGL Investment Advisors increased its iShares MSCI EAFE Growth ETF (EFG) stake by 16% in Q1 2026, buying an estimated $200K and bringing the position to 12,646 shares worth $1.54M. The position accounts for 0.58% of the portfolio, ranked #45.

SGL Investment Advisors first reported a position in EFG in Q3 2024 and has held it in 7 quarters since. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

  • SGL Investment Advisors held 12,646 shares of iShares MSCI EAFE Growth ETF worth $1.54M as of Q1 2026.
  • SGL Investment Advisors bought 1,700 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $200K.
  • iShares MSCI EAFE Growth ETF made up 0.58% of SGL Investment Advisors's portfolio in Q1 2026, its #45 holding.
  • SGL Investment Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q3 2024 and has held it in 7 quarters since.
  • 1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on SGL Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.