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Sowell Financial Services’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Sowell Financial Services’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 		$1.8M Buy
14,442
+7
+0% +$844 0.06% 334
2026
Q1 		$1.61M Sell
14,435
-1,300
-8% -$153K 0.06% 342
2025
Q4 		$1.79M Sell
15,735
-347
-2% -$39.8K 0.07% 310
2025
Q3 		$1.83M Sell
16,082
-2,168
-12% -$242K 0.07% 302
2025
Q2 		$2.04M Buy
18,250
+194
+1% +$20.5K 0.08% 259
2025
Q1 		$1.81M Sell
18,056
-759
-4% -$77.4K 0.08% 260
2024
Q4 		$1.82M Sell
18,815
-3,577
-16% -$364K 0.1% 228
2024
Q3 		$2.41M Sell
22,392
-3,400
-13% -$353K 0.11% 210
2024
Q2 		$2.64M Buy
25,792
+1,144
+5% +$117K 0.13% 172
2024
Q1 		$2.56M Buy
24,648
+865
+4% +$86.1K 0.12% 180
2023
Q4 		$2.3M Sell
23,783
-9,795
-29% -$878K 0.12% 184
2023
Q3 		$2.9M Buy
33,578
+3,158
+10% +$291K 0.18% 139
2023
Q2 		$2.9M Buy
30,420
+6,803
+29% +$647K 0.16% 148
2023
Q1 		$2.21M Sell
23,617
-2,053
-8% -$185K 0.17% 137
2022
Q4 		$2.15M Buy
25,670
+979
+4% +$79.1K 0.14% 175
2022
Q3 		$1.79M Buy
+24,691
New +$2.01M 0.18% 151
2022
Q1 		– Sell
-77,345
Closed -$8.54M – 244
2021
Q4 		$8.54M Buy
77,345
+13,274
+21% +$1.45M 0.49% 39
2021
Q3 		$6.82M Buy
64,071
+507
+0.8% +$55.8K 0.46% 48
2021
Q2 		$6.82M Sell
63,564
-16,424
-21% -$1.75M 0.45% 52
2021
Q1 		$8.44M Buy
79,988
+14,438
+22% +$1.47M 0.29% 76
2020
Q4 		$6.62M Sell
65,550
-822
-1% -$77.8K 0.28% 77
2020
Q3 		$5.96M Sell
66,372
-1,126
-2% -$99.8K 0.3% 76
2020
Q2 		$5.61M Buy
67,498
+65,234
+2,881% +$5.09M 0.31% 77
2020
Q1 		$161K Sell
2,264
-85
-4% -$6.88K 0.01% 709
2019
Q4 		$203K Sell
2,349
-90
-4% -$7.51K 0.02% 706
2019
Q3 		$196K Buy
+2,439
New +$195K 0.02% 650
2019
Q1 		$206K Buy
+2,659
New +$197K 0.02% 517
2017
Q1 		– Sell
-453
Closed -$30K – 334
2016
Q4 		$30K Buy
+453
New +$29.3K 0.01% 386

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

Sowell Financial Services's EFG Position: Q2 2026 in Review

Sowell Financial Services increased its iShares MSCI EAFE Growth ETF (EFG) stake by 0.05% in Q2 2026, buying an estimated $844 and bringing the position to 14,442 shares worth $1.8M. The position accounts for 0.06% of the portfolio, ranked #334.

Sowell Financial Services first reported a position in EFG in Q4 2016 and has held it in 28 quarters since. The position peaked at $8.54M in Q4 2021. 1,057 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Sowell Financial Services held 14,442 shares of iShares MSCI EAFE Growth ETF worth $1.8M as of Q2 2026.
  • Sowell Financial Services bought 7 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $844.
  • iShares MSCI EAFE Growth ETF made up 0.06% of Sowell Financial Services's portfolio in Q2 2026, its #334 holding.
  • Sowell Financial Services first reported a position in iShares MSCI EAFE Growth ETF in Q4 2016 and has held it in 28 quarters since.
  • Sowell Financial Services's iShares MSCI EAFE Growth ETF position peaked at $8.54M in Q4 2021.
  • 1,057 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.