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

Capital Investment 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
Q2 		$1.6M Buy
12,852
+1,374
+12% +$166K 0.49% 45
2026
Q1 		$1.28M Buy
+11,478
New +$1.35M 0.44% 49

Other funds holding EFG

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
FSWA
Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

Capital Investment Management's EFG Position: Q2 2026 in Review

Capital Investment Management increased its iShares MSCI EAFE Growth ETF (EFG) stake by 12% in Q2 2026, buying an estimated $166K and bringing the position to 12,852 shares worth $1.6M. The position accounts for 0.49% of the portfolio, ranked #45.

Capital Investment Management first reported a position in EFG in Q1 2026 and has held it in 2 quarters since. 372 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Capital Investment Management held 12,852 shares of iShares MSCI EAFE Growth ETF worth $1.6M as of Q2 2026.
  • Capital Investment Management bought 1,374 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $166K.
  • iShares MSCI EAFE Growth ETF made up 0.49% of Capital Investment Management's portfolio in Q2 2026, its #45 holding.
  • Capital Investment Management first reported a position in iShares MSCI EAFE Growth ETF in Q1 2026 and has held it in 2 quarters since.
  • 372 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Capital Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.