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

Sovran 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	$6.9M	Buy	57,851 +5,751	+11%	+$694K	0.51%	45
2026 Q1	$6.21M	Buy	52,100 +29,223	+128%	+$3.44M	0.49%	54
2025 Q4	$2.72M	Sell	22,877 -2,818	-11%	-$323K	0.23%	112
2025 Q3	$2.97M	Sell	25,695 -23,008	-47%	-$2.56M	0.26%	105
2025 Q2	$5.42M	Buy	48,703 +820	+2%	+$86.5K	0.57%	37
2025 Q1	$4.75M	Sell	47,883 -25,480	-35%	-$2.6M	0.62%	34
2024 Q4	$7.05M	Buy	+73,363	New	+$7.46M	1%	21

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

Sovran Advisors's EFG Position: Q2 2026 in Review

Sovran Advisors increased its iShares MSCI EAFE Growth ETF (EFG) stake by 11% in Q2 2026, buying an estimated $694K and bringing the position to 57,851 shares worth $6.9M. The position accounts for 0.51% of the portfolio, ranked #45.

Sovran Advisors first reported a position in EFG in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.05M in Q4 2024. 1,057 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Sovran Advisors held 57,851 shares of iShares MSCI EAFE Growth ETF worth $6.9M as of Q2 2026.
Sovran Advisors bought 5,751 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $694K.
iShares MSCI EAFE Growth ETF made up 0.51% of Sovran Advisors's portfolio in Q2 2026, its #45 holding.
Sovran Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q4 2024 and has held it in 7 quarters since.
Sovran Advisors's iShares MSCI EAFE Growth ETF position peaked at $7.05M in Q4 2024.
1,057 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Sovran Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.