Caprock Group’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Caprock Group’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	$1.19M	Buy	+10,706	New	+$1.26M	0.03%	493

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

Caprock Group's EFG Position: Q1 2026 in Review

Caprock Group opened a new position in iShares MSCI EAFE Growth ETF (EFG) in Q1 2026: 10,706 shares worth $1.19M. The stake represents 0.03% of the portfolio and ranks #493 among its holdings.

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

Caprock Group held 10,706 shares of iShares MSCI EAFE Growth ETF worth $1.19M as of Q1 2026.
iShares MSCI EAFE Growth ETF was a new Caprock Group position in Q1 2026.
iShares MSCI EAFE Growth ETF made up 0.03% of Caprock Group's portfolio in Q1 2026, its #493 holding.
1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Caprock Group's 13F filing for Q1 2026, filed 11 May 2026.