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

SOA Wealth 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 		$5.16M Sell
41,493
-673
-2% -$81.2K 0.87% 24
2026
Q1 		$4.7M Sell
42,166
-1,939
-4% -$228K 0.89% 26
2025
Q4 		$5.02M Buy
44,105
+502
+1% +$57.6K 0.85% 26
2025
Q3 		$4.97M Buy
43,603
+1,923
+5% +$214K 0.85% 25
2025
Q2 		$4.67M Sell
41,680
-129
-0.3% -$13.6K 0.88% 26
2025
Q1 		$4.18M Buy
41,809
+73
+0.2% +$7.44K 0.87% 24
2024
Q4 		$4.04M Buy
41,736
+287
+0.7% +$29.2K 0.74% 28
2024
Q3 		$4.46M Sell
41,449
-579
-1% -$60.1K 0.85% 26
2024
Q2 		$4.3M Sell
42,028
-167
-0.4% -$17.1K 0.86% 24
2024
Q1 		$4.38M Buy
42,195
+391
+0.9% +$38.9K 0.91% 23
2023
Q4 		$4.05M Buy
41,804
+1,410
+3% +$126K 0.9% 23
2023
Q3 		$3.49M Buy
40,394
+278
+0.7% +$25.6K 0.87% 25
2023
Q2 		$3.83M Buy
40,116
+1,495
+4% +$142K 0.9% 25
2023
Q1 		$3.62M Buy
38,621
+1,836
+5% +$165K 0.89% 26
2022
Q4 		$3.08M Sell
36,785
-16,879
-31% -$1.36M 0.83% 28
2022
Q3 		$3.89M Buy
53,664
+4,159
+8% +$339K 1.17% 23
2022
Q2 		$3.98M Buy
49,505
+15,820
+47% +$1.37M 1.17% 22
2022
Q1 		$3.24M Sell
33,685
-247
-0.7% -$24.3K 0.79% 35
2021
Q4 		$3.74M Sell
33,932
-206
-0.6% -$22.6K 0.91% 29
2021
Q3 		$3.63M Sell
34,138
-1,535
-4% -$169K 0.93% 31
2021
Q2 		$3.83M Sell
35,673
-2,404
-6% -$255K 0.98% 27
2021
Q1 		$3.83M Sell
38,077
-1,142
-3% -$116K 1.07% 25
2020
Q4 		$4.05M Buy
+39,219
New +$3.71M 1.1% 25

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cetera Investment Advisers
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
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

SOA Wealth Advisors's EFG Position: Q2 2026 in Review

SOA Wealth Advisors reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 1.6% in Q2 2026, selling an estimated $81.2K and leaving 41,493 shares worth $5.16M. The position accounts for 0.87% of the portfolio, ranked #24.

SOA Wealth Advisors first reported a position in EFG in Q4 2020 and has held it in 23 quarters since. 1,060 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • SOA Wealth Advisors held 41,493 shares of iShares MSCI EAFE Growth ETF worth $5.16M as of Q2 2026.
  • SOA Wealth Advisors sold 673 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $81.2K.
  • iShares MSCI EAFE Growth ETF made up 0.87% of SOA Wealth Advisors's portfolio in Q2 2026, its #24 holding.
  • SOA Wealth Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • 1,060 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.