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American Trust’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

American Trust’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
Q1 		– Sell
-2,245
Closed -$256K – 321
2025
Q4 		$256K Sell
2,245
-412
-16% -$47.2K 0.02% 267
2025
Q3 		$303K Buy
2,657
+118
+5% +$13.2K 0.03% 243
2025
Q2 		$284K Buy
+2,539
New +$268K 0.03% 231
2024
Q2 		– Sell
-3,811
Closed -$396K – 260
2024
Q1 		$396K Sell
3,811
-2,006
-34% -$200K 0.03% 162
2023
Q4 		$563K Buy
5,817
+679
+13% +$60.8K 0.04% 131
2023
Q3 		$443K Sell
5,138
-871
-14% -$80.3K 0.03% 161
2023
Q2 		$573K Buy
6,009
+326
+6% +$31K 0.04% 204
2023
Q1 		$400K Buy
5,683
+687
+14% +$61.8K 0.03% 247
2022
Q4 		$318K Buy
4,996
+151
+3% +$12.2K 0.03% 296
2022
Q3 		$352K Sell
4,845
-5,214
-52% -$425K 0.03% 270
2022
Q2 		$810K Buy
10,059
+1,883
+23% +$164K 0.06% 146
2022
Q1 		$787K Buy
8,176
+5,204
+175% +$512K 0.05% 173
2021
Q4 		$328K Buy
+2,972
New +$325K 0.03% 220

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return

American Trust's EFG Position: Q1 2026 in Review

American Trust sold out of iShares MSCI EAFE Growth ETF (EFG) in Q1 2026, closing a stake of 2,245 shares — an estimated $256K sold.

American Trust first reported a position in EFG in Q4 2021 and held it in 13 quarters. The position peaked at $810K in Q2 2022. 1,017 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

  • American Trust reported no remaining iShares MSCI EAFE Growth ETF position as of Q1 2026 after selling out during the quarter.
  • American Trust sold 2,245 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $256K.
  • American Trust first reported a position in iShares MSCI EAFE Growth ETF in Q4 2021 and held it in 13 quarters.
  • American Trust's iShares MSCI EAFE Growth ETF position peaked at $810K in Q2 2022.
  • 1,017 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on American Trust's 13F filing for Q1 2026, filed 1 May 2026.