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

Strata 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	$1.92M	Sell	15,420 -44	-0.3%	-$5.31K	0.47%	30
2026 Q1	$1.72M	Sell	15,464 -14	-0.1%	-$1.65K	0.47%	28
2025 Q4	$1.76M	Buy	15,478 +3	+0%	+$344	0.49%	29
2025 Q3	$1.76M	Sell	15,475 -2,645	-15%	-$295K	0.47%	32
2025 Q2	$2.03M	Sell	18,120 -28	-0.2%	-$2.95K	0.56%	25
2025 Q1	$1.81M	Sell	18,148 -1,566	-8%	-$160K	0.56%	23
2024 Q4	$1.91M	Sell	19,714 -951	-5%	-$96.6K	0.6%	25
2024 Q3	$2.22M	Buy	20,665 +20	+0.1%	+$2.08K	0.72%	21
2024 Q2	$2.11M	Sell	20,645 -2,404	-10%	-$246K	0.73%	21
2024 Q1	$2.39M	Buy	23,049 +2,911	+14%	+$290K	0.84%	19
2023 Q4	$1.95M	Sell	20,138 -83,572	-81%	-$7.49M	0.77%	23
2023 Q3	$8.95M	Buy	+103,710	New	+$9.56M	4.31%	6
2023 Q1	$9.02M	Sell	96,285 -3,791	-4%	-$341K	4.66%	6
2022 Q4	$8.38M	Buy	+100,076	New	+$8.09M	4.65%	6

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

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

Strata Wealth Advisors reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 0.28% in Q2 2026, selling an estimated $5.31K and leaving 15,420 shares worth $1.92M. The position accounts for 0.47% of the portfolio, ranked #30.

Strata Wealth Advisors first reported a position in EFG in Q4 2022 and has held it in 14 quarters since. The position peaked at $9.02M in Q1 2023. 1,060 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Strata Wealth Advisors held 15,420 shares of iShares MSCI EAFE Growth ETF worth $1.92M as of Q2 2026.
Strata Wealth Advisors sold 44 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $5.31K.
iShares MSCI EAFE Growth ETF made up 0.47% of Strata Wealth Advisors's portfolio in Q2 2026, its #30 holding.
Strata Wealth Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q4 2022 and has held it in 14 quarters since.
Strata Wealth Advisors's iShares MSCI EAFE Growth ETF position peaked at $9.02M in Q1 2023.
1,060 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Strata Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.