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Alhambra Investment Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Alhambra Investment Management’s Portfolio EFG Stock Details EFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$228K Hold
1,831
– – 0.1% 161
2026
Q1 		$204K Hold
1,831
– – 0.09% 170
2025
Q4 		$209K Hold
1,831
– – 0.1% 164
2025
Q3 		$209K Hold
1,831
– – 0.1% 168
2025
Q2 		$205K Buy
+1,831
New +$193K 0.1% 170
2022
Q1 		– Sell
-1,825
Closed -$201K – 154
2021
Q4 		$201K Buy
+1,825
New +$200K 0.14% 150

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JC
JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return

Alhambra Investment Management's EFG Position: Q2 2026 in Review

Alhambra Investment Management held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q2 2026 at 1,831 shares worth $228K. The position accounts for 0.1% of the portfolio, ranked #161.

Alhambra Investment Management first reported a position in EFG in Q4 2021 and has held it in 6 quarters since. 828 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Alhambra Investment Management held 1,831 shares of iShares MSCI EAFE Growth ETF worth $228K as of Q2 2026.
  • Alhambra Investment Management left its iShares MSCI EAFE Growth ETF share count unchanged in Q2 2026.
  • iShares MSCI EAFE Growth ETF made up 0.1% of Alhambra Investment Management's portfolio in Q2 2026, its #161 holding.
  • Alhambra Investment Management first reported a position in iShares MSCI EAFE Growth ETF in Q4 2021 and has held it in 6 quarters since.
  • 828 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Alhambra Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.