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Steward Partners Investment Advisory’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Steward Partners Investment Advisory’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 		$12.7M Buy
102,391
+3,717
+4% +$448K 0.07% 289
2026
Q1 		$11M Buy
98,674
+61,400
+165% +$7.22M 0.06% 310
2025
Q4 		$4.25M Sell
37,274
-5,641
-13% -$647K 0.02% 518
2025
Q3 		$4.89M Sell
42,915
-41,677
-49% -$4.64M 0.03% 477
2025
Q2 		$9.47M Sell
84,592
-3,467
-4% -$366K 0.07% 262
2025
Q1 		$8.81M Sell
88,059
-49,705
-36% -$5.07M 0.08% 259
2024
Q4 		$13.3M Buy
137,764
+15,865
+13% +$1.61M 0.12% 170
2024
Q3 		$13.1M Sell
121,899
-6,203
-5% -$644K 0.12% 171
2024
Q2 		$13.1M Buy
128,102
+35,289
+38% +$3.61M 0.14% 155
2024
Q1 		$9.63M Buy
92,813
+5,857
+7% +$583K 0.11% 198
2023
Q4 		$8.42M Sell
86,956
-32,341
-27% -$2.9M 0.11% 192
2023
Q3 		$10.3M Sell
119,297
-10,331
-8% -$952K 0.16% 140
2023
Q2 		$12.4M Buy
129,628
+13,469
+12% +$1.28M 0.19% 119
2023
Q1 		$10.9M Buy
116,159
+26,151
+29% +$2.35M 0.17% 130
2022
Q4 		$7.54M Sell
90,008
-2,271
-2% -$184K 0.13% 180
2022
Q3 		$6.7M Buy
92,279
+21,769
+31% +$1.78M 0.13% 181
2022
Q2 		$5.67M Buy
70,510
+8,279
+13% +$719K 0.1% 212
2022
Q1 		$5.99M Sell
62,231
-29,951
-32% -$2.94M 0.09% 225
2021
Q4 		$10.2M Buy
92,182
+6,627
+8% +$726K 0.15% 146
2021
Q3 		$9.11M Buy
85,555
+19,555
+30% +$2.15M 0.16% 149
2021
Q2 		$7.08M Buy
66,000
+209
+0.3% +$22.2K 0.12% 184
2021
Q1 		$6.61M Sell
65,791
-10,528
-14% -$1.07M 0.12% 185
2020
Q4 		$7.7M Sell
76,319
-2,348
-3% -$222K 0.17% 137
2020
Q3 		$7.07M Buy
78,667
+3,219
+4% +$285K 0.18% 132
2020
Q2 		$6.27M Buy
75,448
+61,973
+460% +$4.84M 0.18% 139
2020
Q1 		$958K Buy
13,475
+164
+1% +$13.3K 0.04% 394
2019
Q4 		$1.15M Sell
13,311
-284
-2% -$23.7K 0.03% 417
2019
Q3 		$1.09M Buy
13,595
+814
+6% +$65.1K 0.04% 387
2019
Q2 		$1.03M Buy
12,781
+283
+2% +$22.3K 0.04% 383
2019
Q1 		$967K Buy
12,498
+1,022
+9% +$75.8K 0.04% 365
2018
Q4 		$792K Buy
11,476
+4,594
+67% +$335K 0.04% 380
2018
Q3 		$551K Buy
6,882
+1,034
+18% +$82.4K 0.03% 481
2018
Q2 		$461K Buy
5,848
+779
+15% +$63.1K 0.03% 477
2018
Q1 		$407K Sell
5,069
-4,331
-46% -$354K 0.03% 464
2017
Q4 		$758K Buy
9,400
+3,951
+73% +$313K 0.06% 279
2017
Q3 		$421K Buy
5,449
+4,949
+990% +$375K 0.04% 326
2017
Q2 		$36K Hold
500
– – ﹤0.01% 703
2017
Q1 		$34K Hold
500
– – 0.01% 628
2016
Q4 		$31K Buy
+500
New +$32.3K 0.01% 393

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Steward Partners Investment Advisory's EFG Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its iShares MSCI EAFE Growth ETF (EFG) stake by 3.8% in Q2 2026, buying an estimated $448K and bringing the position to 102,391 shares worth $12.7M. The position accounts for 0.07% of the portfolio, ranked #289.

Steward Partners Investment Advisory first reported a position in EFG in Q4 2016 and has held it in 39 quarters since. The position peaked at $13.3M in Q4 2024. 1,063 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Steward Partners Investment Advisory held 102,391 shares of iShares MSCI EAFE Growth ETF worth $12.7M as of Q2 2026.
  • Steward Partners Investment Advisory bought 3,717 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $448K.
  • iShares MSCI EAFE Growth ETF made up 0.07% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #289 holding.
  • Steward Partners Investment Advisory first reported a position in iShares MSCI EAFE Growth ETF in Q4 2016 and has held it in 39 quarters since.
  • Steward Partners Investment Advisory's iShares MSCI EAFE Growth ETF position peaked at $13.3M in Q4 2024.
  • 1,063 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.