Position history for Steward Partners Investment Advisory, LLC's holdings in ISHARES TR
Steward Partners Investment Advisory, LLC holds 37,274 shares of EFG (ISHARES TR), worth $4.2M as of 2025-Q4. The position was decreased (-13.1% shares). EFG represents 0.0% of Steward Partners Investment Advisory, LLC's portfolio.
Current Value
$4.2M
Current Shares
37,274
Total Value Change
-$8.9M
Total Shares Change
-90,828
Other major holders of EFG: Kestra Advisory Services, LLC, ENVESTNET ASSET MANAGEMENT INC
Decreased |
| 37,274 |
-13.1% |
| $4.2M |
| 0.0% |
| $114.45 |
0 |
| 2025-Q3 | Decreased | 42,915 | -49.3% | $4.9M | 0.0% | $111.53 | 0 |
| 2025-Q2 | Decreased | 84,592 | -3.9% | $9.5M | 0.1% | $109.97 | 0 |
| 2025-Q1 | Decreased | 88,059 | -36.1% | $8.8M | 0.1% | $98.29 | 0 |
| 2024-Q4 | Increased | 137,764 | +13.0% | $13.3M | 0.1% | $94.57 | 38 |
| 2024-Q3 | Decreased | 121,899 | -4.8% | $13.1M | 0.1% | $104.45 | 0 |
| 2024-Q2 | Increased | 128,102 | +38.0% | $13.1M | 0.1% | $99.03 | 44 |