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 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 $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

PAS

Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

Strata Wealth Advisors's EFG Position: Q1 2026 in Review

Strata Wealth Advisors reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 0.09% in Q1 2026, selling an estimated $1.65K and leaving 15,464 shares worth $1.72M. The position accounts for 0.47% of the portfolio, ranked #28.

Strata Wealth Advisors first reported a position in EFG in Q4 2022 and has held it in 13 quarters since. The position peaked at $9.02M in Q1 2023. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

Strata Wealth Advisors held 15,464 shares of iShares MSCI EAFE Growth ETF worth $1.72M as of Q1 2026.
Strata Wealth Advisors sold 14 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $1.65K.
iShares MSCI EAFE Growth ETF made up 0.47% of Strata Wealth Advisors's portfolio in Q1 2026, its #28 holding.
Strata Wealth Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q4 2022 and has held it in 13 quarters since.
Strata Wealth Advisors's iShares MSCI EAFE Growth ETF position peaked at $9.02M in Q1 2023.
1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Strata Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.