How many shares of EFG does MONETA GROUP INVESTMENT ADVISORS LLC own?

As of 2026-Q2, MONETA GROUP INVESTMENT ADVISORS LLC holds 432,150 shares of EFG (ISHARES MSCI EAFE GROWTH ETF).

What is MONETA GROUP INVESTMENT ADVISORS LLC's EFG position worth?

As of 2026-Q2, MONETA GROUP INVESTMENT ADVISORS LLC's EFG position is worth $53.8M.

Is MONETA GROUP INVESTMENT ADVISORS LLC buying or selling EFG?

In 2026-Q2, MONETA GROUP INVESTMENT ADVISORS LLC decreased their EFG position (-1.9% change in shares).

When did MONETA GROUP INVESTMENT ADVISORS LLC first buy EFG?

Based on available 13F filings, MONETA GROUP INVESTMENT ADVISORS LLC first reported a position in EFG in 2019-Q2. They have held the position across 29 quarters.

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MONETA GROUP INVESTMENT ADVISORS LLC

EFG
29 quarters

Position history for MONETA GROUP INVESTMENT ADVISORS LLC's holdings in ISHARES MSCI EAFE GROWTH ETF

Current Value

$53.8M

Current Shares

432,150

Total Value Change

+$49.5M

Total Shares Change

+379,618

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	432,150	-1.9%	$53.8M	0.4%	$124.42	0
2026-Q1	Decreased	440,596	-8.0%	$49.1M	0.4%	$110.49	0
2025-Q4	Increased	478,795	+6.9%	$54.5M	0.4%	$113.02	38
2025-Q3	Increased	447,770	+17.9%	$51M	0.4%	$111.21	41
2025-Q2	Increased	379,673	+128.6%	$42.5M	0.5%	$109.37	66
2025-Q1	Increased	166,110	+14.8%	$16.6M	0.2%	$96.70	39
2024-Q4	Increased	144,681	+53.9%	$14M	0.2%	$93.64	47
2024-Q3	Decreased	94,004	-12.4%	$10.1M	0.1%	$103.38	0
2024-Q2	Decreased	107,316	-8.0%	$11M	0.2%	$99.03	0
2024-Q1	Decreased	116,683	-3.5%	$12.1M	0.2%	$99.63	0
2023-Q4	Decreased	120,902	-0.6%	$11.7M	0.2%	$92.96	0
2023-Q3	Increased	121,665	+3.0%	$10.5M	0.2%	$82.27	34
2023-Q2	Decreased	118,099	-0.5%	$11.3M	0.2%	$90.23	0
2023-Q1	Increased	118,716	+10.6%	$11.1M	0.3%	$87.75	37
2022-Q4	Decreased	107,376	-17.6%	$9.8M	0.3%	$79.08	0
2022-Q3	Decreased	130,375	-3.1%	$9.5M	0.4%	$67.82	0
2022-Q2	Increased	134,526	+21.9%	$10.8M	0.4%	$75.24	40
2022-Q1	Increased	110,367	+5.8%	$10.6M	0.4%	$89.08	35
2021-Q4	Increased	104,271	+11.4%	$11.5M	0.5%	$102.05	37
2021-Q3	Increased	93,594	+7.8%	$10M	0.5%	$97.79	36
2021-Q2	Increased	86,838	+5.1%	$9.3M	0.4%	$98.54	35
2021-Q1	Increased	82,600	+7.9%	$8.3M	0.4%	$91.52	36
2020-Q4	Increased	76,543	+2.8%	$7.7M	0.6%	$91.93	40
2020-Q3	Increased	74,488	+4.2%	$6.7M	0.6%	$81.58	40
2020-Q2	Increased	71,520	+7.4%	$5.9M	0.6%	$75.44	41
2020-Q1	Increased	66,573	+14.3%	$4.7M	0.5%	$64.15	37
2019-Q4	Increased	58,251	+3.1%	$5M	0.4%	$78.27	33
2019-Q3	Increased	56,490	+7.5%	$4.5M	0.4%	$72.63	35
2019-Q2	New	52,532	-	$4.2M	0.4%	$73.02	44

Other major holders of EFG: Steward Partners Investment Advisory, LLC, ENVESTNET ASSET MANAGEMENT INC

EFG29 quarters

EFG
29 quarters