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True Link Financial Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

True Link Financial 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 		– Sell
-67
Closed -$7.46K – 189
2026
Q1 		$7.46K Buy
+67
New +$7.88K ﹤0.01% 340
2024
Q1 		– Sell
-6,303
Closed -$610K – 65
2023
Q4 		$610K Sell
6,303
-6,064
-49% -$543K 0.07% 37
2023
Q3 		$1.07M Buy
12,367
+64
+0.5% +$5.9K 0.13% 47
2023
Q2 		$1.17M Hold
12,303
– – 0.14% 43
2023
Q1 		$1.15M Sell
12,303
-3,500
-22% -$315K 0.14% 49
2022
Q4 		$1.32M Sell
15,803
-21,023
-57% -$1.7M 0.18% 42
2022
Q3 		$2.67M Sell
36,826
-13,893
-27% -$1.13M 0.39% 22
2022
Q2 		$4.08M Sell
50,719
-12,570
-20% -$1.09M 0.62% 21
2022
Q1 		$6.09M Sell
63,289
-28,188
-31% -$2.77M 0.88% 15
2021
Q4 		$10.1M Buy
91,477
+1,347
+1% +$148K 1.35% 14
2021
Q3 		$9.6M Sell
90,130
-2,733
-3% -$301K 1.32% 14
2021
Q2 		$9.96M Sell
92,863
-2,675
-3% -$284K 1.46% 14
2021
Q1 		$9.6M Sell
95,538
-188
-0.2% -$19.1K 1.39% 17
2020
Q4 		$9.66M Buy
+95,726
New +$9.06M 1.51% 16

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

True Link Financial Advisors's EFG Position: Q2 2026 in Review

True Link Financial Advisors sold out of iShares MSCI EAFE Growth ETF (EFG) in Q2 2026, closing a stake of 67 shares — an estimated $7.46K sold.

True Link Financial Advisors first reported a position in EFG in Q4 2020 and held it in 14 quarters. The position peaked at $10.1M in Q4 2021. 1,060 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • True Link Financial Advisors reported no remaining iShares MSCI EAFE Growth ETF position as of Q2 2026 after selling out during the quarter.
  • True Link Financial Advisors sold 67 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $7.46K.
  • True Link Financial Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q4 2020 and held it in 14 quarters.
  • True Link Financial Advisors's iShares MSCI EAFE Growth ETF position peaked at $10.1M in Q4 2021.
  • 1,060 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on True Link Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.