Question 1

How many shares of EFG does Steward Partners Investment Advisory, LLC own?

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC holds 102,391 shares of EFG (ISHARES MSCI EAFE GROWTH ETF).

Question 2

What is Steward Partners Investment Advisory, LLC's EFG position worth?

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC's EFG position is worth $12.7M.

Question 3

Is Steward Partners Investment Advisory, LLC buying or selling EFG?

Accepted Answer

In 2026-Q2, Steward Partners Investment Advisory, LLC increased their EFG position (+3.8% change in shares).

Question 4

When did Steward Partners Investment Advisory, LLC first buy EFG?

Accepted Answer

Based on available 13F filings, Steward Partners Investment Advisory, LLC first reported a position in EFG in 2019-Q1. They have held the position across 30 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	102,391	+3.8%	$12.7M	0.1%	$124.42	29
2026-Q1	Increased	98,674	+164.7%	$11M	0.1%	$116.73	45
2025-Q4	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
2024-Q1	Increased	92,813	+6.7%	$9.6M	0.1%	$99.63	35
2023-Q4	Decreased	86,956	-27.1%	$8.4M	0.1%	$92.96	0
2023-Q3	Decreased	119,297	-8.0%	$10.3M	0.2%	$82.27	0
2023-Q2	Increased	129,628	+11.6%	$12.4M	0.2%	$89.70	37
2023-Q1	Increased	116,159	+29.1%	$10.9M	0.2%	$87.84	42
2022-Q4	Decreased	90,008	-2.5%	$7.5M	0.1%	$79.08	0
2022-Q3	Increased	92,279	+30.9%	$6.7M	0.1%	$68.63	41
2022-Q2	Increased	70,510	+13.3%	$5.7M	0.1%	$75.99	37
2022-Q1	Decreased	62,231	-32.5%	$6M	0.1%	$91.31	0
2021-Q4	Increased	92,182	+7.8%	$10.2M	0.2%	$102.89	36
2021-Q3	Increased	85,555	+29.6%	$9.1M	0.2%	$98.74	42
2021-Q2	Decreased	66,000	-49.8%	$7.1M	0.1%	$100.24	0
2021-Q1	Increased	131,582	+72.4%	$6.6B	0.1%	$92.29	57
2020-Q4	Decreased	76,319	-3.0%	$7.7M	0.2%	$93.21	0
2020-Q3	Increased	78,667	+4.3%	$7.1M	0.2%	$82.72	34
2020-Q2	Increased	75,448	+459.9%	$6.3M	0.2%	$76.11	52
2020-Q1	Increased	13,475	+1.2%	$958,000	0.0%	$65.33	25
2019-Q4	Decreased	13,311	-2.1%	$1.2M	0.0%	$78.27	0
2019-Q3	Increased	13,595	+6.4%	$1.1M	0.0%	$72.63	27
2019-Q2	Increased	12,781	+2.3%	$1M	0.0%	$73.02	26
2019-Q1	New	12,498	-	$967,000	0.0%	$69.17	35

EFG30 quarters

EFG
30 quarters