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

Stratos Wealth Partners’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 		$6.26M Buy
56,216
+791
+1% +$93K 0.07% 288
2025
Q4 		$6.31M Buy
55,425
+10,089
+22% +$1.16M 0.07% 277
2025
Q3 		$5.16M Buy
45,336
+26,063
+135% +$2.9M 0.06% 306
2025
Q2 		$2.16M Sell
19,273
-63,583
-77% -$6.71M 0.03% 471
2025
Q1 		$8.29M Buy
82,856
+2,681
+3% +$273K 0.13% 167
2024
Q4 		$7.76M Buy
80,175
+4,719
+6% +$480K 0.11% 184
2024
Q3 		$8.12M Buy
75,456
+65,073
+627% +$6.75M 0.12% 182
2024
Q2 		$1.06M Buy
10,383
+302
+3% +$30.9K 0.02% 625
2024
Q1 		$1.05M Buy
10,081
+1,502
+18% +$150K 0.02% 630
2023
Q4 		$831K Buy
8,579
+179
+2% +$16K 0.02% 693
2023
Q3 		$725K Sell
8,400
-1,693
-17% -$156K 0.02% 672
2023
Q2 		$963K Buy
10,093
+5,581
+124% +$531K 0.02% 546
2023
Q1 		$423K Sell
4,512
-184
-4% -$16.5K 0.01% 752
2022
Q4 		$393K Sell
4,696
-3,116
-40% -$252K 0.01% 801
2022
Q3 		$567K Buy
7,812
+3,128
+67% +$255K 0.02% 643
2022
Q2 		$377K Buy
4,684
+1,168
+33% +$101K 0.01% 834
2022
Q1 		$339K Sell
3,516
-1,046
-23% -$103K 0.01% 945
2021
Q4 		$503K Buy
4,562
+2,575
+130% +$282K 0.01% 807
2021
Q3 		$212K Buy
+1,987
New +$219K 0.01% 1080
2021
Q2 		– Sell
-2,063
Closed -$207K – 1196
2021
Q1 		$207K Sell
2,063
-198
-9% -$20.1K 0.01% 1029
2020
Q4 		$228K Sell
2,261
-68
-3% -$6.43K 0.01% 958
2020
Q3 		$209K Buy
+2,329
New +$206K 0.01% 907
2020
Q1 		– Sell
-2,369
Closed -$205K – 946
2019
Q4 		$205K Buy
+2,369
New +$198K 0.01% 906
2018
Q4 		– Sell
-1,438
Closed -$115K – 1252
2018
Q3 		$115K Buy
+1,438
New +$115K 0.01% 1061
2018
Q2 		– Sell
-1,177
Closed -$95K – 1393
2018
Q1 		$95K Sell
1,177
-404
-26% -$33K ﹤0.01% 1229
2017
Q4 		$128K Buy
+1,581
New +$125K 0.01% 1054

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 Partners's EFG Position: Q1 2026 in Review

Stratos Wealth Partners increased its iShares MSCI EAFE Growth ETF (EFG) stake by 1.4% in Q1 2026, buying an estimated $93K and bringing the position to 56,216 shares worth $6.26M. The position accounts for 0.07% of the portfolio, ranked #288.

Stratos Wealth Partners first reported a position in EFG in Q4 2017 and has held it in 26 quarters since. The position peaked at $8.29M in Q1 2025. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

  • Stratos Wealth Partners held 56,216 shares of iShares MSCI EAFE Growth ETF worth $6.26M as of Q1 2026.
  • Stratos Wealth Partners bought 791 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $93K.
  • iShares MSCI EAFE Growth ETF made up 0.07% of Stratos Wealth Partners's portfolio in Q1 2026, its #288 holding.
  • Stratos Wealth Partners first reported a position in iShares MSCI EAFE Growth ETF in Q4 2017 and has held it in 26 quarters since.
  • Stratos Wealth Partners's iShares MSCI EAFE Growth ETF position peaked at $8.29M in Q1 2025.
  • 1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

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