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Chatterton & Associates’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Chatterton & Associates’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 		$550K Buy
4,493
+420
+10% +$50.6K 0.32% 54
2026
Q1 		$481K Buy
4,073
+1,103
+37% +$130K 0.34% 58
2025
Q4 		$338K Buy
+2,970
New +$341K 0.29% 58

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JC
JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

Chatterton & Associates's EFG Position: Q2 2026 in Review

Chatterton & Associates increased its iShares MSCI EAFE Growth ETF (EFG) stake by 10% in Q2 2026, buying an estimated $50.6K and bringing the position to 4,493 shares worth $550K. The position accounts for 0.32% of the portfolio, ranked #54.

Chatterton & Associates first reported a position in EFG in Q4 2025 and has held it in 3 quarters since. 684 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Chatterton & Associates held 4,493 shares of iShares MSCI EAFE Growth ETF worth $550K as of Q2 2026.
  • Chatterton & Associates bought 420 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $50.6K.
  • iShares MSCI EAFE Growth ETF made up 0.32% of Chatterton & Associates's portfolio in Q2 2026, its #54 holding.
  • Chatterton & Associates first reported a position in iShares MSCI EAFE Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 684 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Chatterton & Associates's 13F filing for Q2 2026, filed 14 Jul 2026.