Charter Research & Investment Group’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Charter Research & Investment 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	$332K	Buy	2,977 +70	+2%	+$8.23K	0.22%	67
2025 Q4	$331K	Buy	2,907 +310	+12%	+$35.5K	0.22%	67
2025 Q3	$296K	Buy	2,597 +422	+19%	+$47K	0.2%	71
2025 Q2	$244K	Sell	2,175 -365	-14%	-$38.5K	0.18%	72
2025 Q1	$254K	Buy	+2,540	New	+$259K	0.19%	72

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

Charter Research & Investment Group's EFG Position: Q1 2026 in Review

Charter Research & Investment Group increased its iShares MSCI EAFE Growth ETF (EFG) stake by 2.4% in Q1 2026, buying an estimated $8.23K and bringing the position to 2,977 shares worth $332K. The position accounts for 0.22% of the portfolio, ranked #67.

Charter Research & Investment Group first reported a position in EFG in Q1 2025 and has held it in 5 quarters since. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

Charter Research & Investment Group held 2,977 shares of iShares MSCI EAFE Growth ETF worth $332K as of Q1 2026.
Charter Research & Investment Group bought 70 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $8.23K.
iShares MSCI EAFE Growth ETF made up 0.22% of Charter Research & Investment Group's portfolio in Q1 2026, its #67 holding.
Charter Research & Investment Group first reported a position in iShares MSCI EAFE Growth ETF in Q1 2025 and has held it in 5 quarters since.
1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Charter Research & Investment Group's 13F filing for Q1 2026, filed 12 May 2026.