Back to NewEdge Advisors, LLC NewEdge Advisors, LLC

EFGEFG
25 quarters

Position history for NewEdge Advisors, LLCNewEdge Advisors, LLC's holdings in ISHARES TR

Yes. Newedge Group holds 1,081,097 shares of EFG, worth $134.5M, as of its Q2 2026 13F filing. It increased the position by 418,816 shares (+63.2%) from Q1 2026. Newedge Group has held EFG since Q2 2020, across 25 quarterly 13F filings. EFG is 0.4% of Newedge Group's reported 13F portfolio.

Current Value

$134.5M

Current Shares

1.1M

Total Value Change

+$119.8M

Total Shares Change

+904,307

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.1M
+63.2%
$134.5M0.4%$124.42
52
2026-Q1
Increased
662,281
+391.7%
$73.8M0.3%$110.49
57
2025-Q4
Decreased
134,703
-40.4%
$15.3M0.1%$113.02
0
2025-Q3
Decreased
225,913
-58.8%
$25.7M0.1%$111.21
0
2025-Q2
Increased
548,610
+0.8%
$61.4M0.3%$109.37
35
2025-Q1
Decreased
544,315
-38.4%
$54.4M0.3%$96.70
0
2024-Q4
Increased
884,259
+24.2%
$85.6M0.5%$93.64
51
2024-Q3
Increased
711,917
+8.2%
$76.6M0.5%$103.38
38
2024-Q2
Increased
657,799
+88.1%
$67.3M0.5%$99.03
55
2024-Q1
Increased
349,759
+4.0%
$36.3M0.3%$99.63
36
2023-Q4
Decreased
336,280
-25.4%
$32.4M0.3%$92.96
0
2023-Q3
Decreased
451,049
-12.4%
$38.9M0.4%$82.27
0
2023-Q2
Increased
515,008
+7.9%
$49.1M0.6%$90.23
45
2023-Q1
Increased
477,154
+45.2%
$44.7M0.6%$87.75
56
2022-Q4
Decreased
328,646
-11.1%
$4.2M0.1%$79.08
0
2022-Q3
Increased
369,518
+41.5%
$26.8M0.4%$67.82
46
2022-Q2
Increased
261,151
+16.1%
$21M0.3%$75.24
39
2022-Q1
Decreased
225,039
-33.4%
$21.7M0.3%$89.08
0
2021-Q4
Increased
337,785
+21.0%
$37.3M0.6%$102.05
49
2021-Q3
Increased
279,262
+36.5%
$29.7M0.7%$97.79
53
2021-Q2
Increased
204,570
+5.3%
$21.9M0.6%$98.54
42
2021-Q1
Decreased
194,364
-9.6%
$19.5M0.6%$91.52
0
2020-Q4
Decreased
214,890
-6.2%
$21.7M0.7%$91.93
0
2020-Q3
Increased
229,198
+29.6%
$20.6M0.7%$81.58
50
2020-Q2
New
176,790
-
$14.7M0.6%$75.44
55

Other major holders of EFG: ENVESTNET ASSET MANAGEMENT INC

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