CG
EFG icon

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
Q2 		$719K Sell
5,777
-4,929
-46% -$594K 0.01% 740
2026
Q1 		$1.19M Buy
+10,706
New +$1.26M 0.03% 493

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

Caprock Group's EFG Position: Q2 2026 in Review

Caprock Group reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 46% in Q2 2026, selling an estimated $594K and leaving 5,777 shares worth $719K. The position accounts for 0.01% of the portfolio, ranked #740.

Caprock Group first reported a position in EFG in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.19M in Q1 2026. 1,060 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Caprock Group held 5,777 shares of iShares MSCI EAFE Growth ETF worth $719K as of Q2 2026.
  • Caprock Group sold 4,929 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $594K.
  • iShares MSCI EAFE Growth ETF made up 0.01% of Caprock Group's portfolio in Q2 2026, its #740 holding.
  • Caprock Group first reported a position in iShares MSCI EAFE Growth ETF in Q1 2026 and has held it in 2 quarters since.
  • Caprock Group's iShares MSCI EAFE Growth ETF position peaked at $1.19M in Q1 2026.
  • 1,060 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Caprock Group's 13F filing for Q2 2026, filed 27 Jul 2026.