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NewEdge Advisors, LLC
EFG25 quarters
Position history for
NewEdge 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
Other major holders of EFG: ENVESTNET ASSET MANAGEMENT INC