Position history for MONETA GROUP INVESTMENT ADVISORS LLC's holdings in ISHARES TR
MONETA GROUP INVESTMENT ADVISORS LLC holds 478,795 shares of EFG (ISHARES TR), worth $54.5M as of 2025-Q4. The position was increased (++6.9% shares). EFG represents 0.4% of MONETA GROUP INVESTMENT ADVISORS LLC's portfolio.
Current Value
$54.5M
Current Shares
478,795
Total Value Change
+$43.6M
Total Shares Change
+371,479
Other major holders of EFG: Kestra Advisory Services, LLC, Steward Partners Investment Advisory, LLC, ENVESTNET ASSET MANAGEMENT INC
Increased |
| 478,795 |
+6.9% |
| $54.5M |
| 0.4% |
| $114.45 |
38 |
| 2025-Q3 | Increased | 447,770 | +17.9% | $51M | 0.4% | $111.53 | 41 |
| 2025-Q2 | Increased | 379,673 | +128.6% | $42.5M | 0.5% | $109.97 | 66 |
| 2025-Q1 | Increased | 166,110 | +14.8% | $16.6M | 0.2% | $98.29 | 39 |
| 2024-Q4 | Increased | 144,681 | +53.9% | $14M | 0.2% | $94.57 | 47 |
| 2024-Q3 | Decreased | 94,004 | -12.4% | $10.1M | 0.1% | $104.45 | 0 |
| 2024-Q2 | Decreased | 107,316 | -8.0% | $11M | 0.2% | $99.03 | 0 |