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EFGEFG
25 quarters

Position history for NewEdge Advisors, LLCNewEdge Advisors, LLC's holdings in ISHARES MSCI EAFE GROWTH ETF

NewEdge Advisors, LLC holds 1.1M shares of EFG (ISHARES MSCI EAFE GROWTH ETF), worth $134.5M as of 2026-Q2. The position was increased (+63.2% shares). EFG represents 0.4% of NewEdge Advisors, LLC's 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%$116.73
57
2025-Q4
Decreased
134,703
-40.4%
$15.3M0.1%$114.45
0
2025-Q3
Decreased
225,913
-58.8%
$25.7M0.1%$111.53
0
2025-Q2
Increased
548,610
+0.8%
$61.4M0.3%$109.97
35
2025-Q1
Decreased
544,315
-38.4%
$54.4M0.3%$98.29
0
2024-Q4
Increased
884,259
+24.2%
$85.6M0.5%$94.57
51
2024-Q3
Increased
711,917
+8.2%
$76.6M0.5%$104.45
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%$89.70
45
2023-Q1
Increased
477,154
+45.2%
$44.7M0.6%$87.84
56
2022-Q4
Decreased
328,646
-11.1%
$4.2M0.1%$79.08
0
2022-Q3
Increased
369,518
+41.5%
$26.8M0.4%$68.63
46
2022-Q2
Increased
261,151
+16.1%
$21M0.3%$75.99
39
2022-Q1
Decreased
225,039
-33.4%
$21.7M0.3%$91.31
0
2021-Q4
Increased
337,785
+21.0%
$37.3M0.6%$102.89
49
2021-Q3
Increased
279,262
+36.5%
$29.7M0.7%$98.74
53
2021-Q2
Increased
204,570
+5.3%
$21.9M0.6%$100.24
42
2021-Q1
Decreased
194,364
-9.6%
$19.5M0.6%$92.29
0
2020-Q4
Decreased
214,890
-6.2%
$21.7M0.7%$93.21
0
2020-Q3
Increased
229,198
+29.6%
$20.6M0.7%$82.72
50
2020-Q2
New
176,790
-
$14.7M0.6%$76.11
55

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

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