Advisory Solutions Group, LLC’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Advisory Solutions Group, LLC’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	$2.03M	Buy	+16,329	New	+$1.97M	0.69%	39

Other funds holding EFG

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FSWA

Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return

BAAM

Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

Advisory Solutions Group, LLC's EFG Position: Q2 2026 in Review

Advisory Solutions Group, LLC opened a new position in iShares MSCI EAFE Growth ETF (EFG) in Q2 2026: 16,329 shares worth $2.03M. The stake represents 0.69% of the portfolio and ranks #39 among its holdings.

485 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Advisory Solutions Group, LLC held 16,329 shares of iShares MSCI EAFE Growth ETF worth $2.03M as of Q2 2026.
iShares MSCI EAFE Growth ETF was a new Advisory Solutions Group, LLC position in Q2 2026.
iShares MSCI EAFE Growth ETF made up 0.69% of Advisory Solutions Group, LLC's portfolio in Q2 2026, its #39 holding.
485 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Advisory Solutions Group, LLC's 13F filing for Q2 2026, filed 29 Jul 2026.