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

Snowden Capital 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 		$1.46M Sell
13,105
-7,327
-36% -$862K 0.04% 412
2025
Q4 		$2.33M Sell
20,432
-198
-1% -$22.7K 0.06% 298
2025
Q3 		$2.35M Sell
20,630
-30,523
-60% -$3.4M 0.06% 290
2025
Q2 		$5.73M Sell
51,153
-5,839
-10% -$616K 0.17% 129
2025
Q1 		$5.7M Sell
56,992
-47,616
-46% -$4.85M 0.18% 124
2024
Q4 		$10.1M Buy
104,608
+15,013
+17% +$1.53M 0.31% 63
2024
Q3 		$9.64M Sell
89,595
-4,762
-5% -$494K 0.29% 71
2024
Q2 		$9.65M Buy
94,357
+34,135
+57% +$3.49M 0.29% 80
2024
Q1 		$6.25M Buy
60,222
+13,228
+28% +$1.32M 0.2% 123
2023
Q4 		$4.55M Sell
46,994
-23,641
-33% -$2.12M 0.17% 167
2023
Q3 		$6.1M Sell
70,635
-6,167
-8% -$569K 0.26% 92
2023
Q2 		$7.33M Buy
76,802
+2,546
+3% +$242K 0.26% 87
2023
Q1 		$6.96M Buy
74,256
+17,323
+30% +$1.56M 0.27% 90
2022
Q4 		$4.77M Buy
56,933
+7,090
+14% +$573K 0.2% 126
2022
Q3 		$3.62M Buy
49,843
+3,876
+8% +$316K 0.16% 159
2022
Q2 		$3.7M Sell
45,967
-3,451
-7% -$300K 0.17% 164
2022
Q1 		$4.76M Buy
49,418
+185
+0.4% +$18.2K 0.19% 144
2021
Q4 		$5.43M Buy
49,233
+3,626
+8% +$397K 0.28% 96
2021
Q3 		$4.86M Buy
45,607
+10,661
+31% +$1.17M 0.24% 119
2021
Q2 		$3.75M Sell
34,946
-6,978
-17% -$741K 0.19% 169
2021
Q1 		$4.21M Sell
41,924
-1,321
-3% -$134K 0.24% 124
2020
Q4 		$4.36M Buy
43,245
+7,338
+20% +$694K 0.29% 99
2020
Q3 		$3.23M Sell
35,907
-498
-1% -$44.1K 0.26% 117
2020
Q2 		$3.03M Buy
+36,405
New +$2.84M 0.26% 121

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

Snowden Capital Advisors's EFG Position: Q1 2026 in Review

Snowden Capital Advisors reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 36% in Q1 2026, selling an estimated $862K and leaving 13,105 shares worth $1.46M. The position accounts for 0.04% of the portfolio, ranked #412.

Snowden Capital Advisors first reported a position in EFG in Q2 2020 and has held it in 24 quarters since. The position peaked at $10.1M in Q4 2024. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

  • Snowden Capital Advisors held 13,105 shares of iShares MSCI EAFE Growth ETF worth $1.46M as of Q1 2026.
  • Snowden Capital Advisors sold 7,327 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $862K.
  • iShares MSCI EAFE Growth ETF made up 0.04% of Snowden Capital Advisors's portfolio in Q1 2026, its #412 holding.
  • Snowden Capital Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q2 2020 and has held it in 24 quarters since.
  • Snowden Capital Advisors's iShares MSCI EAFE Growth ETF position peaked at $10.1M in Q4 2024.
  • 1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Snowden Capital Advisors's 13F filing for Q1 2026, filed 15 May 2026.