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Brooklyn Investment Group’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Brooklyn Investment Group’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 		$1.25M Buy
+11,263
New +$1.32M 0.04% 452
2025
Q2 		– Sell
-146
Closed -$14.6K – 3346
2025
Q1 		$14.6K Hold
146
– – ﹤0.01% 1333
2024
Q4 		$14.1K Buy
+146
New +$14.8K ﹤0.01% 860

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
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 19.34% 1-Year Est. Return

Brooklyn Investment Group's EFG Position: Q1 2026 in Review

Brooklyn Investment Group opened a new position in iShares MSCI EAFE Growth ETF (EFG) in Q1 2026: 11,263 shares worth $1.25M. The stake represents 0.04% of the portfolio and ranks #452 among its holdings. This is a return to the name: Brooklyn Investment Group previously reported a position in EFG as recently as Q1 2025.

Brooklyn Investment Group first reported a position in EFG in Q4 2024 and has held it in 3 quarters since. 1,013 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

  • Brooklyn Investment Group held 11,263 shares of iShares MSCI EAFE Growth ETF worth $1.25M as of Q1 2026.
  • iShares MSCI EAFE Growth ETF was a new Brooklyn Investment Group position in Q1 2026.
  • iShares MSCI EAFE Growth ETF made up 0.04% of Brooklyn Investment Group's portfolio in Q1 2026, its #452 holding.
  • Brooklyn Investment Group first reported a position in iShares MSCI EAFE Growth ETF in Q4 2024 and has held it in 3 quarters since.
  • 1,013 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Brooklyn Investment Group's 13F filing for Q1 2026, filed 29 Apr 2026.