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Bradley Foster & Sargent’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Bradley Foster & Sargent’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 		$817K Sell
6,569
-449
-6% -$54.1K 0.01% 333
2026
Q1 		$782K Sell
7,018
-1,355
-16% -$159K 0.01% 324
2025
Q4 		$954K Buy
8,373
+7
+0.1% +$803 0.01% 299
2025
Q3 		$953K Sell
8,366
-686
-8% -$76.5K 0.01% 302
2025
Q2 		$1.01M Buy
+9,052
New +$955K 0.02% 288

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

Bradley Foster & Sargent's EFG Position: Q2 2026 in Review

Bradley Foster & Sargent reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 6.4% in Q2 2026, selling an estimated $54.1K and leaving 6,569 shares worth $817K. The position accounts for 0.01% of the portfolio, ranked #333.

Bradley Foster & Sargent first reported a position in EFG in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.01M in Q2 2025. 1,057 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Bradley Foster & Sargent held 6,569 shares of iShares MSCI EAFE Growth ETF worth $817K as of Q2 2026.
  • Bradley Foster & Sargent sold 449 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $54.1K.
  • iShares MSCI EAFE Growth ETF made up 0.01% of Bradley Foster & Sargent's portfolio in Q2 2026, its #333 holding.
  • Bradley Foster & Sargent first reported a position in iShares MSCI EAFE Growth ETF in Q2 2025 and has held it in 5 quarters since.
  • Bradley Foster & Sargent's iShares MSCI EAFE Growth ETF position peaked at $1.01M in Q2 2025.
  • 1,057 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Bradley Foster & Sargent's 13F filing for Q2 2026, filed 14 Aug 2026.