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Associated Banc-Corp’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Associated Banc-Corp’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 		$425K Sell
3,817
-4
-0.1% -$470 0.01% 261
2025
Q4 		$435K Sell
3,821
-2,055
-35% -$236K 0.01% 255
2025
Q3 		$669K Sell
5,876
-271
-4% -$30.2K 0.02% 230
2025
Q2 		$688K Buy
6,147
+426
+7% +$44.9K 0.02% 217
2025
Q1 		$572K Buy
5,721
+357
+7% +$36.4K 0.02% 231
2024
Q4 		$519K Sell
5,364
-383
-7% -$38.9K 0.02% 234
2024
Q3 		$619K Buy
5,747
+476
+9% +$49.4K 0.02% 231
2024
Q2 		$539K Sell
5,271
-11
-0.2% -$1.12K 0.02% 234
2024
Q1 		$548K Hold
5,282
– – 0.02% 228
2023
Q4 		$512K Sell
5,282
-1,382
-21% -$124K 0.02% 233
2023
Q3 		$575K Hold
6,664
– – 0.02% 226
2023
Q2 		$636K Sell
6,664
-933
-12% -$88.8K 0.02% 219
2023
Q1 		$712K Buy
7,597
+701
+10% +$63K 0.03% 215
2022
Q4 		$578K Buy
6,896
+1,960
+40% +$158K 0.02% 219
2022
Q3 		$358K Buy
4,936
+37
+0.8% +$3.02K 0.02% 245
2022
Q2 		$394K Sell
4,899
-209
-4% -$18.1K 0.02% 242
2022
Q1 		$491K Sell
5,108
-1,055
-17% -$104K 0.02% 240
2021
Q4 		$680K Buy
6,163
+1,568
+34% +$172K 0.02% 213
2021
Q3 		$489K Sell
4,595
-260
-5% -$28.6K 0.02% 234
2021
Q2 		$521K Sell
4,855
-167
-3% -$17.7K 0.02% 233
2021
Q1 		$357K Buy
5,022
+167
+3% +$17K 0.02% 231
2020
Q4 		$490K Hold
4,855
– – 0.02% 280
2020
Q3 		$436K Buy
4,855
+57
+1% +$5.05K 0.02% 272
2020
Q2 		$399K Sell
4,798
-224
-4% -$17.5K 0.02% 278
2020
Q1 		$357K Sell
5,022
-3,687
-42% -$299K 0.02% 280
2019
Q4 		$753K Buy
8,709
+4,110
+89% +$343K 0.04% 196
2019
Q3 		$370K Sell
4,599
-7
-0.2% -$560 0.02% 245
2019
Q2 		$372K Sell
4,606
-130
-3% -$10.3K 0.02% 234
2019
Q1 		$367K Sell
4,736
-185
-4% -$13.7K 0.02% 227
2018
Q4 		$340K Sell
4,921
-1,194
-20% -$87K 0.02% 227
2018
Q3 		$490K Buy
6,115
+716
+13% +$57.1K 0.03% 210
2018
Q2 		$425K Sell
5,399
-600
-10% -$48.6K 0.02% 218
2018
Q1 		$482K Hold
5,999
– – 0.03% 211
2017
Q4 		$484K Buy
5,999
+912
+18% +$72.3K 0.03% 221
2017
Q3 		$394K Buy
5,087
+959
+23% +$72.7K 0.02% 227
2017
Q2 		$305K Hold
4,128
– – 0.02% 244
2017
Q1 		$287K Buy
4,128
+121
+3% +$8.11K 0.02% 248
2016
Q4 		$255K Sell
4,007
-3,247
-45% -$210K 0.02% 251
2016
Q3 		$496K Hold
7,254
– – 0.03% 212
2016
Q2 		$475K Sell
7,254
-338
-4% -$22.4K 0.03% 214
2016
Q1 		$500K Sell
7,592
-260
-3% -$16.4K 0.03% 207
2015
Q4 		$527K Sell
7,852
-3,882
-33% -$263K 0.03% 203
2015
Q3 		$749K Buy
11,734
+242
+2% +$16.5K 0.05% 183
2015
Q2 		$803K Buy
11,492
+8,023
+231% +$583K 0.05% 181
2015
Q1 		$243K Buy
3,469
+100
+3% +$6.84K 0.02% 258
2014
Q4 		$222K Buy
3,369
+230
+7% +$15.4K 0.01% 253
2014
Q3 		$214K Hold
3,139
– – 0.01% 254
2014
Q2 		$227K Sell
3,139
-406
-11% -$29.2K 0.01% 257
2014
Q1 		$252K Sell
3,545
-29
-0.8% -$2.03K 0.02% 250
2013
Q4 		$255K Buy
3,574
+227
+7% +$15.7K 0.02% 239
2013
Q3 		$228K Buy
+3,347
New +$220K 0.02% 239

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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 19.34% 1-Year Est. Return

Associated Banc-Corp's EFG Position: Q1 2026 in Review

Associated Banc-Corp reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 0.1% in Q1 2026, selling an estimated $470 and leaving 3,817 shares worth $425K. The position accounts for 0.01% of the portfolio, ranked #261.

Associated Banc-Corp first reported a position in EFG in Q3 2013 and has held it in 51 quarters since. The position peaked at $803K in Q2 2015. 1,010 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

  • Associated Banc-Corp held 3,817 shares of iShares MSCI EAFE Growth ETF worth $425K as of Q1 2026.
  • Associated Banc-Corp sold 4 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $470.
  • iShares MSCI EAFE Growth ETF made up 0.01% of Associated Banc-Corp's portfolio in Q1 2026, its #261 holding.
  • Associated Banc-Corp first reported a position in iShares MSCI EAFE Growth ETF in Q3 2013 and has held it in 51 quarters since.
  • Associated Banc-Corp's iShares MSCI EAFE Growth ETF position peaked at $803K in Q2 2015.
  • 1,010 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Associated Banc-Corp's 13F filing for Q1 2026, filed 1 May 2026.