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EFG
8 quarters

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

Sanctuary Advisors, LLC holds 855,806 shares of EFG (ISHARES TR), worth $95.3M as of 2026-Q1. The position was increased (+58.8% shares). EFG represents 0.5% of Sanctuary Advisors, LLC's portfolio.

Current Value

$95.3M

Current Shares

855,806

Total Value Change

+$29M

Total Shares Change

+192,573

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
855,806
+58.8%
$95.3M0.5%$116.73
60
2025-Q4
Increased
539,068
+117.6%
$61.4M0.3%$114.45
57
2025-Q3
Decreased
247,702
-63.9%
$28.2M0.2%$111.53
0
2025-Q2
Decreased
685,448
-1.4%
$76.8M0.5%$109.97
0
2025-Q1
Decreased
694,855
-41.3%
$69.5M0.5%$98.29
0
2024-Q4
Increased
1.2M
+2.5%
$121.6M0.8%$94.57
43
2024-Q3
Increased
1.2M
+74.2%
$114.3M0.7%$104.45
64
2024-Q2
New
663,233
-
$66.3M0.5%$99.03
49

Other major holders of EFG: ENVESTNET ASSET MANAGEMENT INC

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