Chatterton & Associates
EFG icon

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
Q3 		$619K Buy
15,489
+2,010
+15% +$82.2K 0.28% 55
2026
Q2 		$550K Buy
13,479
+1,260
+10% +$50.6K 0.32% 54
2026
Q1 		$481K Buy
12,219
+3,309
+37% +$130K 0.34% 58
2025
Q4 		$338K Buy
+8,910
New +$341K 0.29% 58

Other funds holding EFG

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
NewEdge Advisors
NewEdge Advisors New Orleans, Louisiana $34.5B AUM 23.55% 1-Year Est. Return

Chatterton & Associates's EFG Position: Q3 2026 in Review

Chatterton & Associates increased its iShares MSCI EAFE Growth ETF (EFG) stake by 15% in Q3 2026, buying an estimated $82.2K and bringing the position to 15,489 shares worth $619K. The position accounts for 0.28% of the portfolio, ranked #55.

Chatterton & Associates first reported a position in EFG in Q4 2025 and has held it in 4 quarters since. 953 funds tracked by Wall St. Rank hold EFG as of Q3 2026.

  • Chatterton & Associates held 15,489 shares of iShares MSCI EAFE Growth ETF worth $619K as of Q3 2026.
  • Chatterton & Associates bought 2,010 iShares MSCI EAFE Growth ETF shares in Q3 2026, an estimated $82.2K.
  • iShares MSCI EAFE Growth ETF made up 0.28% of Chatterton & Associates's portfolio in Q3 2026, its #55 holding.
  • Chatterton & Associates first reported a position in iShares MSCI EAFE Growth ETF in Q4 2025 and has held it in 4 quarters since.
  • 953 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2026.

Based on Chatterton & Associates's 13F filing for Q3 2026, filed 12 Nov 2026.