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

Anchor 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 Q1	$33.5K	Hold	301	–	–	﹤0.01%	652
2025 Q4	$34.3K	Hold	301	–	–	﹤0.01%	654
2025 Q3	$34.3K	Hold	301	–	–	﹤0.01%	647
2025 Q2	$33.7K	Hold	301	–	–	﹤0.01%	634
2025 Q1	$30.1K	Hold	301	–	–	﹤0.01%	650
2024 Q4	$29.1K	Hold	301	–	–	﹤0.01%	647
2024 Q3	$32.4K	Hold	301	–	–	﹤0.01%	632
2024 Q2	$30.8K	Hold	301	–	–	﹤0.01%	582
2024 Q1	$31.2K	Sell	301 -52	-15%	-$5.18K	﹤0.01%	603
2023 Q4	$34.2K	Hold	353	–	–	﹤0.01%	572
2023 Q3	$30.5K	Sell	353 -10	-3%	-$922	﹤0.01%	589
2023 Q2	$34.6K	Hold	363	–	–	﹤0.01%	564
2023 Q1	$34K	Hold	363	–	–	﹤0.01%	592
2022 Q4	$30.4K	Hold	363	–	–	﹤0.01%	590
2022 Q3	$26.3K	Hold	363	–	–	﹤0.01%	594
2022 Q2	$29.2K	Hold	363	–	–	﹤0.01%	596
2022 Q1	$34.9K	Hold	363	–	–	﹤0.01%	594
2021 Q4	$40K	Hold	363	–	–	0.01%	597
2021 Q3	$38.6K	Sell	363 -85	-19%	-$9.36K	0.01%	555
2021 Q2	$48.1K	Sell	448 -115	-20%	-$12.2K	0.01%	537
2021 Q1	$56.6K	Hold	563	–	–	0.01%	496
2020 Q4	$56.8K	Buy	563 +66	+13%	+$6.24K	0.01%	449
2020 Q3	$44.7K	Buy	+497	New	+$44K	0.01%	450

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

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 Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Anchor Investment Management's EFG Position: Q1 2026 in Review

Anchor Investment Management held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q1 2026 at 301 shares worth $33.5K. The position accounts for ﹤0.01% of the portfolio, ranked #652.

Anchor Investment Management first reported a position in EFG in Q3 2020 and has held it in 23 quarters since. The position peaked at $56.8K in Q4 2020. 1,012 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

Anchor Investment Management held 301 shares of iShares MSCI EAFE Growth ETF worth $33.5K as of Q1 2026.
Anchor Investment Management left its iShares MSCI EAFE Growth ETF share count unchanged in Q1 2026.
iShares MSCI EAFE Growth ETF made up ﹤0.01% of Anchor Investment Management's portfolio in Q1 2026, its #652 holding.
Anchor Investment Management first reported a position in iShares MSCI EAFE Growth ETF in Q3 2020 and has held it in 23 quarters since.
Anchor Investment Management's iShares MSCI EAFE Growth ETF position peaked at $56.8K in Q4 2020.
1,012 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.