Back to Sanctuary Advisors, LLC Sanctuary Advisors, LLC

EFGEFG
9 quarters

Position history for Sanctuary Advisors, LLCSanctuary Advisors, LLC's holdings in ISHARES TR

Yes. Sanctuary Advisors holds 1,017,830 shares of EFG, worth $126.6M, as of its Q2 2026 13F filing. It increased the position by 162,024 shares (+18.9%) from Q1 2026. Sanctuary Advisors has held EFG in every 13F on record since Q2 2024, 9 quarterly filings. EFG is 0.6% of Sanctuary Advisors' reported 13F portfolio.

Current Value

$126.6M

Current Shares

1M

Total Value Change

+$60.3M

Total Shares Change

+354,597

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1M
+18.9%
$126.6M0.6%$124.42
50
2026-Q1
Increased
855,806
+58.8%
$95.3M0.5%$110.49
60
2025-Q4
Increased
539,068
+117.6%
$61.4M0.3%$113.02
57
2025-Q3
Decreased
247,702
-63.9%
$28.2M0.2%$111.21
0
2025-Q2
Decreased
685,448
-1.4%
$76.8M0.5%$109.37
0
2025-Q1
Decreased
694,855
-41.3%
$69.5M0.5%$96.70
0
2024-Q4
Increased
1.2M
+2.5%
$121.6M0.8%$93.64
43
2024-Q3
Increased
1.2M
+74.2%
$114.3M0.7%$103.38
64
2024-Q2
First report
663,233
-
$66.3M0.5%$99.03
0

Other major holders of EFG: ENVESTNET ASSET MANAGEMENT INC

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