Cerity Partners
EFG icon

Cerity Partners’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Cerity Partners’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 		$42M Buy
376,901
+302,374
+406% +$35.6M 0.06% 273
2025
Q4 		$8.54M Sell
74,527
-3,950
-5% -$453K 0.01% 704
2025
Q3 		$8.96M Sell
78,477
-15,237
-16% -$1.7M 0.01% 625
2025
Q2 		$10.5M Buy
93,714
+17,950
+24% +$1.89M 0.02% 513
2025
Q1 		$7.58M Buy
75,764
+1,641
+2% +$167K 0.02% 589
2024
Q4 		$7.18M Buy
74,123
+52,986
+251% +$5.38M 0.02% 595
2024
Q3 		$2.28M Buy
21,137
+2,331
+12% +$242K 0.01% 1038
2024
Q2 		$1.92M Sell
18,806
-439
-2% -$44.9K 0.01% 926
2024
Q1 		$2M Sell
19,245
-4,529
-19% -$451K 0.01% 968
2023
Q4 		$2.3M Buy
23,774
+3,920
+20% +$351K 0.01% 731
2023
Q3 		$1.71M Sell
19,854
-2,129
-10% -$196K 0.01% 622
2023
Q2 		$2.1M Sell
21,983
-2,995
-12% -$285K 0.01% 719
2023
Q1 		$2.35M Sell
24,978
-208
-0.8% -$18.7K 0.01% 676
2022
Q4 		$2.11M Buy
25,186
+11,596
+85% +$937K 0.01% 520
2022
Q3 		$986K Sell
13,590
-1,405
-9% -$115K 0.01% 522
2022
Q2 		$1.21M Buy
14,995
+7,415
+98% +$644K 0.01% 512
2022
Q1 		$730K Buy
7,580
+317
+4% +$31.2K 0.01% 504
2021
Q4 		$801K Buy
7,263
+2,280
+46% +$250K 0.01% 476
2021
Q3 		$531K Buy
4,983
+79
+2% +$8.7K 0.01% 448
2021
Q2 		$526K Buy
4,904
+101
+2% +$10.7K 0.01% 459
2021
Q1 		$483K Buy
+4,803
New +$488K 0.01% 458

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
JP Morgan Chase
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
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
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Cerity Partners's EFG Position: Q1 2026 in Review

Cerity Partners increased its iShares MSCI EAFE Growth ETF (EFG) stake by 406% in Q1 2026, buying an estimated $35.6M and bringing the position to 376,901 shares worth $42M. The position accounts for 0.06% of the portfolio, ranked #273.

Cerity Partners first reported a position in EFG in Q1 2021 and has held it in 21 quarters since. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

  • Cerity Partners held 376,901 shares of iShares MSCI EAFE Growth ETF worth $42M as of Q1 2026.
  • Cerity Partners bought 302,374 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $35.6M.
  • iShares MSCI EAFE Growth ETF made up 0.06% of Cerity Partners's portfolio in Q1 2026, its #273 holding.
  • Cerity Partners first reported a position in iShares MSCI EAFE Growth ETF in Q1 2021 and has held it in 21 quarters since.
  • 1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.