Callan Family Office’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Callan Family Office’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	$6.8M	Sell	54,617 -5,227	-9%	-$630K	0.13%	153
2026 Q1	$6.66M	Buy	59,844 +2,824	+5%	+$332K	0.15%	147
2025 Q4	$6.5M	Buy	57,020 +15,109	+36%	+$1.73M	0.14%	151
2025 Q3	$4.77M	Buy	41,911 +91	+0.2%	+$10.1K	0.15%	151
2025 Q2	$4.68M	Sell	41,820 -3,271	-7%	-$345K	0.15%	162
2025 Q1	$4.51M	Sell	45,091 -2,015	-4%	-$205K	0.34%	66
2024 Q4	$4.56M	Sell	47,106 -490	-1%	-$49.8K	0.29%	67
2024 Q3	$5.12M	Buy	47,596 +650	+1%	+$67.4K	0.86%	26
2024 Q2	$4.8M	Sell	46,946 -320	-0.7%	-$32.7K	0.92%	25
2024 Q1	$4.91M	Buy	47,266 +175	+0.4%	+$17.4K	1.15%	20
2023 Q4	$4.56M	Buy	47,091 +2,179	+5%	+$195K	1.13%	19
2023 Q3	$3.88M	Sell	44,912 -219	-0.5%	-$20.2K	1.03%	21
2023 Q2	$4.31M	Sell	45,131 -100	-0.2%	-$9.51K	1.14%	21
2023 Q1	$4.24M	Buy	45,231 +3,118	+7%	+$280K	1.03%	21
2022 Q4	$3.53M	Buy	+42,113	New	+$3.4M	1.14%	19

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

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

Callan Family Office's EFG Position: Q2 2026 in Review

Callan Family Office reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 8.7% in Q2 2026, selling an estimated $630K and leaving 54,617 shares worth $6.8M. The position accounts for 0.13% of the portfolio, ranked #153.

Callan Family Office first reported a position in EFG in Q4 2022 and has held it in 15 quarters since. 1,062 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Callan Family Office held 54,617 shares of iShares MSCI EAFE Growth ETF worth $6.8M as of Q2 2026.
Callan Family Office sold 5,227 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $630K.
iShares MSCI EAFE Growth ETF made up 0.13% of Callan Family Office's portfolio in Q2 2026, its #153 holding.
Callan Family Office first reported a position in iShares MSCI EAFE Growth ETF in Q4 2022 and has held it in 15 quarters since.
1,062 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.