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Chicago Partners Investment Group’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Chicago Partners 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 		$552K Buy
4,631
+34
+0.7% +$4.1K 0.01% 941
2026
Q1 		$549K Hold
4,597
– – 0.01% 831
2025
Q4 		$549K Buy
4,597
+16
+0.3% +$1.83K 0.01% 709
2025
Q3 		$537K Hold
4,581
– – 0.01% 665
2025
Q2 		$518K Buy
4,581
+9
+0.2% +$949 0.01% 585
2025
Q1 		$484K Sell
4,572
-2,799
-38% -$285K 0.02% 525
2024
Q4 		$722K Sell
7,371
-64
-0.9% -$6.5K 0.02% 417
2024
Q3 		$759K Sell
7,435
-506
-6% -$52.5K 0.03% 387
2024
Q2 		$806K Buy
7,941
+8
+0.1% +$818 0.03% 364
2024
Q1 		$792K Hold
7,933
– – 0.03% 354
2023
Q4 		$762K Sell
7,933
-22
-0.3% -$1.97K 0.04% 343
2023
Q3 		$665K Sell
7,955
-1,225
-13% -$113K 0.04% 342
2023
Q2 		$859K Buy
9,180
+1,593
+21% +$152K 0.04% 312
2023
Q1 		$732K Sell
7,587
-232
-3% -$20.9K 0.04% 313
2022
Q4 		$718K Buy
7,819
+83
+1% +$6.71K 0.04% 308
2022
Q3 		$603K Sell
7,736
-1,652
-18% -$135K 0.04% 303
2022
Q2 		$817K Buy
9,388
+1,966
+26% +$171K 0.06% 254
2022
Q1 		$623K Hold
7,422
– – 0.05% 277
2021
Q4 		$718K Buy
7,422
+15
+0.2% +$1.64K 0.05% 279
2021
Q3 		$830K Hold
7,407
– – 0.06% 254
2021
Q2 		$805K Buy
7,407
+279
+4% +$29.6K 0.06% 247
2021
Q1 		$759K Buy
+7,128
New +$725K 0.06% 239
2018
Q2 		– Sell
-275
Closed -$22K – 964
2018
Q1 		$22K Hold
275
– – ﹤0.01% 610
2017
Q4 		$22K Hold
275
– – ﹤0.01% 593
2017
Q3 		$21K Sell
275
-1,575
-85% -$119K ﹤0.01% 618
2017
Q2 		$122K Buy
+1,850
New +$135K 0.03% 257

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cetera Investment Advisers
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
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Chicago Partners Investment Group's EFG Position: Q2 2026 in Review

Chicago Partners Investment Group increased its iShares MSCI EAFE Growth ETF (EFG) stake by 0.74% in Q2 2026, buying an estimated $4.1K and bringing the position to 4,631 shares worth $552K. The position accounts for 0.01% of the portfolio, ranked #941.

Chicago Partners Investment Group first reported a position in EFG in Q2 2017 and has held it in 26 quarters since. The position peaked at $859K in Q2 2023. 1,056 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Chicago Partners Investment Group held 4,631 shares of iShares MSCI EAFE Growth ETF worth $552K as of Q2 2026.
  • Chicago Partners Investment Group bought 34 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $4.1K.
  • iShares MSCI EAFE Growth ETF made up 0.01% of Chicago Partners Investment Group's portfolio in Q2 2026, its #941 holding.
  • Chicago Partners Investment Group first reported a position in iShares MSCI EAFE Growth ETF in Q2 2017 and has held it in 26 quarters since.
  • Chicago Partners Investment Group's iShares MSCI EAFE Growth ETF position peaked at $859K in Q2 2023.
  • 1,056 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.