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

Stratos 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 		$1.92M Buy
17,268
+2,987
+21% +$351K 0.12% 179
2025
Q4 		$1.63M Sell
14,281
-915
-6% -$105K 0.08% 246
2025
Q3 		$1.73M Buy
15,196
+1,275
+9% +$142K 0.08% 243
2025
Q2 		$1.56M Sell
13,921
-196
-1% -$20.7K 0.08% 251
2025
Q1 		$1.41M Sell
14,117
-62,687
-82% -$6.39M 0.08% 252
2024
Q4 		$7.44M Buy
76,804
+13,491
+21% +$1.37M 0.36% 67
2024
Q3 		$6.82M Buy
63,313
+3,410
+6% +$354K 0.31% 74
2024
Q2 		$6.13M Buy
59,903
+16,439
+38% +$1.68M 0.3% 77
2024
Q1 		$4.51M Buy
43,464
+4,216
+11% +$420K 0.27% 89
2023
Q4 		$3.8M Sell
39,248
-6,913
-15% -$620K 0.22% 136
2023
Q3 		$3.98M Buy
46,161
+1,178
+3% +$109K 0.26% 107
2023
Q2 		$4.29M Buy
44,983
+11,929
+36% +$1.13M 0.3% 91
2023
Q1 		$3.1M Sell
33,054
-74,732
-69% -$6.72M 0.24% 120
2022
Q4 		$9.03M Buy
107,786
+79,781
+285% +$6.45M 0.75% 19
2022
Q3 		$2.03M Sell
28,005
-17,289
-38% -$1.41M 0.21% 136
2022
Q2 		$3.65M Buy
45,294
+2,217
+5% +$193K 0.33% 83
2022
Q1 		$4.15M Sell
43,077
-18,560
-30% -$1.82M 0.34% 79
2021
Q4 		$6.8M Buy
61,637
+12,601
+26% +$1.38M 0.49% 44
2021
Q3 		$5.22M Buy
49,036
+14,820
+43% +$1.63M 0.45% 52
2021
Q2 		$3.67M Buy
34,216
+10,681
+45% +$1.13M 0.32% 82
2021
Q1 		$2.36M Buy
23,535
+5,841
+33% +$594K 0.25% 108
2020
Q4 		$1.79M Buy
17,694
+8,801
+99% +$833K 0.25% 102
2020
Q3 		$799K Buy
8,893
+2,999
+51% +$266K 0.19% 131
2020
Q2 		$490K Buy
5,894
+4,694
+391% +$367K 0.15% 149
2020
Q1 		$85K Buy
+1,200
New +$97.2K 0.06% 171

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
JP Morgan Chase
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
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

Stratos Wealth Advisors increased its iShares MSCI EAFE Growth ETF (EFG) stake by 21% in Q1 2026, buying an estimated $351K and bringing the position to 17,268 shares worth $1.92M. The position accounts for 0.12% of the portfolio, ranked #179.

Stratos Wealth Advisors first reported a position in EFG in Q1 2020 and has held it in 25 quarters since. The position peaked at $9.03M in Q4 2022. 1,010 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

  • Stratos Wealth Advisors held 17,268 shares of iShares MSCI EAFE Growth ETF worth $1.92M as of Q1 2026.
  • Stratos Wealth Advisors bought 2,987 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $351K.
  • iShares MSCI EAFE Growth ETF made up 0.12% of Stratos Wealth Advisors's portfolio in Q1 2026, its #179 holding.
  • Stratos Wealth Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q1 2020 and has held it in 25 quarters since.
  • Stratos Wealth Advisors's iShares MSCI EAFE Growth ETF position peaked at $9.03M in Q4 2022.
  • 1,010 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

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