Brown, Lisle/Cummings’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Brown, Lisle/Cummings’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	$10.8K	Hold	87	–	–	﹤0.01%	599
2026 Q1	$9.69K	Hold	87	–	–	﹤0.01%	580
2025 Q4	$9.91K	Hold	87	–	–	﹤0.01%	504
2025 Q3	$9.91K	Hold	87	–	–	﹤0.01%	502
2025 Q2	$9.74K	Hold	87	–	–	﹤0.01%	505
2025 Q1	$8.7K	Hold	87	–	–	﹤0.01%	506
2024 Q4	$8.42K	Hold	87	–	–	﹤0.01%	500
2024 Q3	$9.37K	Hold	87	–	–	﹤0.01%	475
2024 Q2	$8.9K	Hold	87	–	–	﹤0.01%	465
2024 Q1	$9.03K	Hold	87	–	–	﹤0.01%	447
2023 Q4	$8.43K	Hold	87	–	–	﹤0.01%	455
2023 Q3	$7.51K	Hold	87	–	–	﹤0.01%	438
2023 Q2	$8.3K	Hold	87	–	–	﹤0.01%	437
2023 Q1	$8.15K	Hold	87	–	–	﹤0.01%	422
2022 Q4	$7.29K	Hold	87	–	–	﹤0.01%	414
2022 Q3	$6.31K	Hold	87	–	–	﹤0.01%	416
2022 Q2	$7K	Hold	87	–	–	﹤0.01%	397
2022 Q1	$8.38K	Hold	87	–	–	﹤0.01%	399
2021 Q4	$9.6K	Buy	+87	New	+$9.53K	﹤0.01%	379

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 $1.55T AUM 33.47% 1-Year Est. Return

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

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 Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Brown, Lisle/Cummings's EFG Position: Q2 2026 in Review

Brown, Lisle/Cummings held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q2 2026 at 87 shares worth $10.8K. The position accounts for ﹤0.01% of the portfolio, ranked #599.

Brown, Lisle/Cummings first reported a position in EFG in Q4 2021 and has held it in 19 quarters since. 1,063 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Brown, Lisle/Cummings held 87 shares of iShares MSCI EAFE Growth ETF worth $10.8K as of Q2 2026.
Brown, Lisle/Cummings left its iShares MSCI EAFE Growth ETF share count unchanged in Q2 2026.
iShares MSCI EAFE Growth ETF made up ﹤0.01% of Brown, Lisle/Cummings's portfolio in Q2 2026, its #599 holding.
Brown, Lisle/Cummings first reported a position in iShares MSCI EAFE Growth ETF in Q4 2021 and has held it in 19 quarters since.
1,063 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q2 2026, filed 2 Sep 2026.