Urban Financial Advisory Corp’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Urban Financial Advisory Corp’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	$394K	Sell	3,170 -604	-16%	-$72.8K	0.11%	30
2026 Q1	$420K	Buy	3,774 +93	+3%	+$10.9K	0.15%	29
2025 Q4	$419K	Buy	3,681 +58	+2%	+$6.65K	0.16%	27
2025 Q3	$413K	Sell	3,623 -1,146	-24%	-$128K	0.19%	25
2025 Q2	$534K	Buy	4,769 +47	+1%	+$4.96K	0.27%	19
2025 Q1	$472K	Buy	4,722 +930	+25%	+$94.8K	0.26%	17
2024 Q4	$367K	Buy	3,792 +27	+0.7%	+$2.74K	0.2%	18
2024 Q3	$405K	Hold	3,765	–	–	0.22%	17
2024 Q2	$385K	Buy	3,765 +114	+3%	+$11.7K	0.24%	18
2024 Q1	$379K	Hold	3,651	–	–	0.23%	21
2023 Q4	$354K	Buy	+3,651	New	+$327K	0.27%	18

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 New York $1.81T AUM 41.13% 1-Year Est. Return

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 Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Urban Financial Advisory Corp's EFG Position: Q2 2026 in Review

Urban Financial Advisory Corp reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 16% in Q2 2026, selling an estimated $72.8K and leaving 3,170 shares worth $394K. The position accounts for 0.11% of the portfolio, ranked #30.

Urban Financial Advisory Corp first reported a position in EFG in Q4 2023 and has held it in 11 quarters since. The position peaked at $534K in Q2 2025. 1,056 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Urban Financial Advisory Corp held 3,170 shares of iShares MSCI EAFE Growth ETF worth $394K as of Q2 2026.
Urban Financial Advisory Corp sold 604 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $72.8K.
iShares MSCI EAFE Growth ETF made up 0.11% of Urban Financial Advisory Corp's portfolio in Q2 2026, its #30 holding.
Urban Financial Advisory Corp first reported a position in iShares MSCI EAFE Growth ETF in Q4 2023 and has held it in 11 quarters since.
Urban Financial Advisory Corp's iShares MSCI EAFE Growth ETF position peaked at $534K in Q2 2025.
1,056 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Urban Financial Advisory Corp's 13F filing for Q2 2026, filed 6 Aug 2026.