BCI
EFG icon

Blue Capital Inc’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Blue Capital Inc’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 		$494K Buy
+3,971
New +$479K 0.31% 74
2025
Q4 		– Sell
-2,805
Closed -$319K – 93
2025
Q3 		$319K Buy
+2,805
New +$313K 0.24% 73

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
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
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
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
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Blue Capital Inc's EFG Position: Q2 2026 in Review

Blue Capital Inc opened a new position in iShares MSCI EAFE Growth ETF (EFG) in Q2 2026: 3,971 shares worth $494K. The stake represents 0.31% of the portfolio and ranks #74 among its holdings. This is a return to the name: Blue Capital Inc previously reported a position in EFG as recently as Q3 2025.

Blue Capital Inc first reported a position in EFG in Q3 2025 and has held it in 2 quarters since. 1,056 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Blue Capital Inc held 3,971 shares of iShares MSCI EAFE Growth ETF worth $494K as of Q2 2026.
  • iShares MSCI EAFE Growth ETF was a new Blue Capital Inc position in Q2 2026.
  • iShares MSCI EAFE Growth ETF made up 0.31% of Blue Capital Inc's portfolio in Q2 2026, its #74 holding.
  • Blue Capital Inc first reported a position in iShares MSCI EAFE Growth ETF in Q3 2025 and has held it in 2 quarters since.
  • 1,056 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Blue Capital Inc's 13F filing for Q2 2026, filed 11 Aug 2026.