Capital Asset Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Capital Asset Management’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	$1.29M	Buy	+11,554	New	+$1.36M	1.45%	21

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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

Capital Asset Management's EFG Position: Q1 2026 in Review

Capital Asset Management opened a new position in iShares MSCI EAFE Growth ETF (EFG) in Q1 2026: 11,554 shares worth $1.29M. The stake represents 1.45% of the portfolio and ranks #21 among its holdings.

1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

Capital Asset Management held 11,554 shares of iShares MSCI EAFE Growth ETF worth $1.29M as of Q1 2026.
iShares MSCI EAFE Growth ETF was a new Capital Asset Management position in Q1 2026.
iShares MSCI EAFE Growth ETF made up 1.45% of Capital Asset Management's portfolio in Q1 2026, its #21 holding.
1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Capital Asset Management's 13F filing for Q1 2026, filed 14 Apr 2026.