How many shares of EFG does AE Wealth Management LLC own?

As of 2026-Q2, AE Wealth Management LLC holds 579,510 shares of EFG (ISHARES MSCI EAFE GROWTH ETF).

What is AE Wealth Management LLC's EFG position worth?

As of 2026-Q2, AE Wealth Management LLC's EFG position is worth $72.1M.

In 2026-Q2, AE Wealth Management LLC increased their EFG position (+18.2% change in shares).

Based on available 13F filings, AE Wealth Management LLC first reported a position in EFG in 2019-Q1. They have held the position across 30 quarters.

Position history for AE Wealth Management LLC's holdings in ISHARES MSCI EAFE GROWTH ETF

Current Value

$72.1M

Current Shares

579,510

Total Value Change

+$55.7M

Total Shares Change

+367,458

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	579,510	+18.2%	$72.1M	0.3%	$124.42	42
2026-Q1	Decreased	490,392	-5.6%	$54.6M	0.3%	$116.73	0
2025-Q4	Increased	519,721	+0.9%	$59.2M	0.3%	$114.45	35
2025-Q3	Decreased	515,125	-24.2%	$58.7M	0.4%	$111.53	0
2025-Q2	Increased	679,840	+0.6%	$76.1M	0.6%	$109.97	42
2025-Q1	Decreased	675,734	-21.4%	$67.6M	0.6%	$98.29	0
2024-Q4	Increased	859,866	+13.4%	$83.3M	0.7%	$94.57	48
2024-Q3	Increased	757,945	+1.5%	$81.6M	0.7%	$104.45	42
2024-Q2	Increased	746,644	+41.8%	$76.4M	0.8%	$99.03	56
2024-Q1	Decreased	526,699	-46.7%	$54.7M	0.6%	$99.63	0
2023-Q4	Decreased	988,589	-4.7%	$96.1M	0.5%	$92.96	0
2023-Q3	Decreased	1M	-4.2%	$89.5M	0.5%	$82.27	0
2023-Q2	Decreased	1.1M	-6.0%	$103.3M	0.6%	$89.70	0
2023-Q1	Increased	1.2M	+14.9%	$107.9M	0.7%	$87.84	48
2022-Q4	Decreased	1M	-1.4%	$83.9M	0.6%	$79.08	0
2022-Q3	Increased	1M	+18.0%	$73.8M	0.6%	$68.63	49
2022-Q2	Decreased	861,762	-3.0%	$69.4M	0.6%	$75.99	0
2022-Q1	Decreased	888,202	-6.7%	$85.5M	0.6%	$91.31	0
2021-Q4	Increased	952,196	+8.0%	$105M	0.7%	$102.89	46
2021-Q3	Increased	881,973	+25.0%	$93.9M	0.8%	$98.74	52
2021-Q2	Increased	705,791	+12.2%	$75.7M	0.7%	$100.24	47
2021-Q1	Increased	629,194	+12.3%	$63.2M	0.6%	$92.29	47
2020-Q4	Increased	560,489	+17.8%	$56.6M	0.6%	$93.21	49
2020-Q3	Decreased	475,650	-26.7%	$42.8M	0.6%	$82.72	0
2020-Q2	Increased	648,593	+55.5%	$53.9M	0.8%	$76.11	59
2020-Q1	Decreased	417,241	-11.0%	$29.7M	0.7%	$65.33	0
2019-Q4	Increased	468,796	+4.3%	$40.5M	0.9%	$78.27	43
2019-Q3	Increased	449,235	+3.0%	$36.2M	1.0%	$72.63	47
2019-Q2	Increased	436,238	+105.7%	$35.2M	1.1%	$73.02	74
2019-Q1	New	212,052	-	$16.4M	1.1%	$69.17	64