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Advus Financial Partners, LLC’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Advus Financial Partners, 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 		$3.04M Buy
24,469
+1,495
+7% +$180K 0.69% 31
2026
Q1 		$2.56M Sell
22,974
-2,297
-9% -$270K 0.64% 33
2025
Q4 		$2.88M Sell
25,271
-6,113
-19% -$701K 0.7% 31
2025
Q3 		$3.57M Sell
31,384
-5,316
-14% -$592K 0.86% 26
2025
Q2 		$4.11M Sell
36,700
-5,343
-13% -$564K 1.05% 21
2025
Q1 		$4.2M Sell
42,043
-2,238
-5% -$228K 1.18% 18
2024
Q4 		$4.29M Buy
44,281
+5,140
+13% +$522K 1.21% 18
2024
Q3 		$4.21M Buy
39,141
+2,995
+8% +$311K 1.2% 15
2024
Q2 		$3.7M Sell
36,146
-127
-0.4% -$13K 1.13% 18
2024
Q1 		$3.76M Buy
36,273
+175
+0.5% +$17.4K 1.16% 18
2023
Q4 		$3.5M Sell
36,098
-1,794
-5% -$161K 1.2% 17
2023
Q3 		$3.27M Sell
37,892
-3,897
-9% -$359K 1.29% 18
2023
Q2 		$3.99M Buy
41,789
+2,281
+6% +$217K 1.54% 16
2023
Q1 		$3.7M Buy
39,508
+8,566
+28% +$770K 1.53% 15
2022
Q4 		$2.59M Buy
30,942
+5,267
+21% +$426K 1.13% 21
2022
Q3 		$1.86M Buy
25,675
+5,257
+26% +$429K 0.99% 25
2022
Q2 		$1.64M Buy
20,418
+9,367
+85% +$813K 0.87% 24
2022
Q1 		$1.06M Buy
+11,051
New +$1.09M 0.54% 34

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

Advus Financial Partners, LLC's EFG Position: Q2 2026 in Review

Advus Financial Partners, LLC increased its iShares MSCI EAFE Growth ETF (EFG) stake by 6.5% in Q2 2026, buying an estimated $180K and bringing the position to 24,469 shares worth $3.04M. The position accounts for 0.69% of the portfolio, ranked #31.

Advus Financial Partners, LLC first reported a position in EFG in Q1 2022 and has held it in 18 quarters since. The position peaked at $4.29M in Q4 2024. 1,056 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Advus Financial Partners, LLC held 24,469 shares of iShares MSCI EAFE Growth ETF worth $3.04M as of Q2 2026.
  • Advus Financial Partners, LLC bought 1,495 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $180K.
  • iShares MSCI EAFE Growth ETF made up 0.69% of Advus Financial Partners, LLC's portfolio in Q2 2026, its #31 holding.
  • Advus Financial Partners, LLC first reported a position in iShares MSCI EAFE Growth ETF in Q1 2022 and has held it in 18 quarters since.
  • Advus Financial Partners, LLC's iShares MSCI EAFE Growth ETF position peaked at $4.29M in Q4 2024.
  • 1,056 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Advus Financial Partners, LLC's 13F filing for Q2 2026, filed 25 Aug 2026.