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 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 22.96% 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

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 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 Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Brown, Lisle/Cummings's EFG Position: Q1 2026 in Review

Brown, Lisle/Cummings held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q1 2026 at 87 shares worth $9.69K. The position accounts for ﹤0.01% of the portfolio, ranked #580.

Brown, Lisle/Cummings first reported a position in EFG in Q4 2021 and has held it in 18 quarters since. The position peaked at $9.91K in Q4 2025. 1,013 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

Brown, Lisle/Cummings held 87 shares of iShares MSCI EAFE Growth ETF worth $9.69K as of Q1 2026.
Brown, Lisle/Cummings left its iShares MSCI EAFE Growth ETF share count unchanged in Q1 2026.
iShares MSCI EAFE Growth ETF made up ﹤0.01% of Brown, Lisle/Cummings's portfolio in Q1 2026, its #580 holding.
Brown, Lisle/Cummings first reported a position in iShares MSCI EAFE Growth ETF in Q4 2021 and has held it in 18 quarters since.
Brown, Lisle/Cummings's iShares MSCI EAFE Growth ETF position peaked at $9.91K in Q4 2025.
1,013 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q1 2026, filed 20 Apr 2026.