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 Q2	$373K	Buy	2,998 +21	+0.7%	+$2.53K	0.23%	67
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 $424B AUM 22.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 New York $1.81T AUM 41.13% 1-Year Est. Return

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 Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Charter Research & Investment Group's EFG Position: Q2 2026 in Review

Charter Research & Investment Group increased its iShares MSCI EAFE Growth ETF (EFG) stake by 0.71% in Q2 2026, buying an estimated $2.53K and bringing the position to 2,998 shares worth $373K. The position accounts for 0.23% of the portfolio, ranked #67.

Charter Research & Investment Group first reported a position in EFG in Q1 2025 and has held it in 6 quarters since. 1,062 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Charter Research & Investment Group held 2,998 shares of iShares MSCI EAFE Growth ETF worth $373K as of Q2 2026.
Charter Research & Investment Group bought 21 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $2.53K.
iShares MSCI EAFE Growth ETF made up 0.23% of Charter Research & Investment Group's portfolio in Q2 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 6 quarters since.
1,062 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Charter Research & Investment Group's 13F filing for Q2 2026, filed 13 Aug 2026.