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Caldwell Sutter Capital’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Caldwell Sutter Capital’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 		$4.36K Hold
35
– – ﹤0.01% 705
2026
Q1 		$3.9K Hold
35
– – ﹤0.01% 675
2025
Q4 		$3.99K Hold
35
– – ﹤0.01% 655
2025
Q3 		$3.99K Hold
35
– – ﹤0.01% 654
2025
Q2 		$3.92K Hold
35
– – ﹤0.01% 639
2025
Q1 		$3.5K Hold
35
– – ﹤0.01% 668
2024
Q4 		$3.39K Hold
35
– – ﹤0.01% 687
2024
Q3 		$3.77K Hold
35
– – ﹤0.01% 681
2024
Q2 		$3.58K Hold
35
– – ﹤0.01% 678
2024
Q1 		$3.63K Buy
+35
New +$3.48K ﹤0.01% 665

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

Caldwell Sutter Capital's EFG Position: Q2 2026 in Review

Caldwell Sutter Capital held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q2 2026 at 35 shares worth $4.36K. The position accounts for ﹤0.01% of the portfolio, ranked #705.

Caldwell Sutter Capital first reported a position in EFG in Q1 2024 and has held it in 10 quarters since. 1,056 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Caldwell Sutter Capital held 35 shares of iShares MSCI EAFE Growth ETF worth $4.36K as of Q2 2026.
  • Caldwell Sutter Capital left its iShares MSCI EAFE Growth ETF share count unchanged in Q2 2026.
  • iShares MSCI EAFE Growth ETF made up ﹤0.01% of Caldwell Sutter Capital's portfolio in Q2 2026, its #705 holding.
  • Caldwell Sutter Capital first reported a position in iShares MSCI EAFE Growth ETF in Q1 2024 and has held it in 10 quarters since.
  • 1,056 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.