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World Investment Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

World Investment 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 		$9.77M Sell
81,813
-64
-0.1% -$7.72K 0.16% 140
2026
Q1 		$9.12M Buy
81,877
+55,942
+216% +$6.58M 0.15% 157
2025
Q4 		$2.95M Buy
25,935
+4,462
+21% +$512K 0.05% 377
2025
Q3 		$2.45M Sell
21,473
-6,032
-22% -$672K 0.05% 363
2025
Q2 		$3.08M Sell
27,505
-444
-2% -$46.8K 0.07% 295
2025
Q1 		$2.79M Sell
27,949
-6,110
-18% -$623K 0.07% 291
2024
Q4 		$3.3M Buy
34,059
+19,605
+136% +$1.99M 0.09% 253
2024
Q3 		$1.56M Sell
14,454
-414
-3% -$43K 0.05% 342
2024
Q2 		$1.52M Buy
+14,868
New +$1.52M 0.09% 193
2024
Q1 		– Sell
-14,454
Closed -$1.4M – 413
2023
Q4 		$1.4M Sell
14,454
-6,487
-31% -$581K 0.18% 110
2023
Q3 		$1.81M Sell
20,941
-6,382
-23% -$588K 0.36% 55
2023
Q2 		$2.61M Buy
27,323
+1,413
+5% +$134K 0.5% 39
2023
Q1 		$2.43M Buy
25,910
+13,465
+108% +$1.21M 0.51% 41
2022
Q4 		$1.04M Sell
12,445
-1,150
-8% -$93K 0.24% 74
2022
Q3 		$986K Buy
13,595
+34
+0.3% +$2.77K 0.23% 74
2022
Q2 		$1.17M Buy
13,561
+3,599
+36% +$313K 0.25% 67
2022
Q1 		$959K Sell
9,962
-2,988
-23% -$294K 0.2% 93
2021
Q4 		$1.29M Buy
12,950
+66
+0.5% +$7.23K 0.27% 70
2021
Q3 		$1.37M Buy
12,884
+2,574
+25% +$283K 0.31% 58
2021
Q2 		$1.11M Buy
10,310
+437
+4% +$46.4K 0.25% 71
2021
Q1 		$1.02M Sell
9,873
-4,700
-32% -$478K 0.24% 72
2020
Q4 		$1.53M Buy
14,573
+9,908
+212% +$937K 0.39% 51
2020
Q3 		$419K Buy
4,665
+151
+3% +$13.4K 0.14% 97
2020
Q2 		$405K Buy
+4,514
New +$353K 0.14% 96

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

World Investment Advisors's EFG Position: Q2 2026 in Review

World Investment Advisors reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 0.08% in Q2 2026, selling an estimated $7.72K and leaving 81,813 shares worth $9.77M. The position accounts for 0.16% of the portfolio, ranked #140.

World Investment Advisors first reported a position in EFG in Q2 2020 and has held it in 24 quarters since. 1,057 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • World Investment Advisors held 81,813 shares of iShares MSCI EAFE Growth ETF worth $9.77M as of Q2 2026.
  • World Investment Advisors sold 64 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $7.72K.
  • iShares MSCI EAFE Growth ETF made up 0.16% of World Investment Advisors's portfolio in Q2 2026, its #140 holding.
  • World Investment Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q2 2020 and has held it in 24 quarters since.
  • 1,057 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.