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EFG
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Position history for MONETA GROUP INVESTMENT ADVISORS LLC's holdings in ISHARES TR

MONETA GROUP INVESTMENT ADVISORS LLC holds 440,596 shares of EFG (ISHARES TR), worth $49.1M as of 2026-Q1. The position was decreased (-8.0% shares). EFG represents 0.4% of MONETA GROUP INVESTMENT ADVISORS LLC's portfolio.

Current Value

$49.1M

Current Shares

440,596

Total Value Change

+$38.1M

Total Shares Change

+333,280

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
440,596
-8.0%
$49.1M0.4%$116.73
0
2025-Q4
Increased
478,795
+6.9%
$54.5M0.4%$114.45
38
2025-Q3
Increased
447,770
+17.9%
$51M0.4%$111.53
41
2025-Q2
Increased
379,673
+128.6%
$42.5M0.5%$109.97
66
2025-Q1
Increased
166,110
+14.8%
$16.6M0.2%$98.29
39
2024-Q4
Increased
144,681
+53.9%
$14M0.2%$94.57
47
2024-Q3
Decreased
94,004
-12.4%
$10.1M0.1%$104.45
0
2024-Q2
Decreased
107,316
-8.0%
$11M0.2%$99.03
0

Other major holders of EFG: ENVESTNET ASSET MANAGEMENT INC

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