Choate Investment Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Choate Investment Advisors’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	$573K	Hold	5,148	–	–	0.01%	290
2025 Q4	$586K	Hold	5,148	–	–	0.01%	287
2025 Q3	$586K	Hold	5,148	–	–	0.01%	268
2025 Q2	$577K	Sell	5,148 -789	-13%	-$83.2K	0.01%	253
2025 Q1	$594K	Sell	5,937 -88	-1%	-$8.97K	0.01%	238
2024 Q4	$583K	Hold	6,025	–	–	0.01%	249
2024 Q3	$649K	Hold	6,025	–	–	0.02%	237
2024 Q2	$616K	Hold	6,025	–	–	0.02%	238
2024 Q1	$625K	Hold	6,025	–	–	0.02%	246
2023 Q4	$584K	Sell	6,025 -2,891	-32%	-$259K	0.02%	231
2023 Q3	$769K	Hold	8,916	–	–	0.03%	193
2023 Q2	$851K	Hold	8,916	–	–	0.04%	154
2023 Q1	$835K	Hold	8,916	–	–	0.04%	140
2022 Q4	$747K	Hold	8,916	–	–	0.05%	143
2022 Q3	$647K	Sell	8,916 -319	-3%	-$26K	0.04%	138
2022 Q2	$743K	Sell	9,235 -620	-6%	-$53.8K	0.05%	137
2022 Q1	$949K	Hold	9,855	–	–	0.05%	146
2021 Q4	$1.09M	Buy	9,855 +620	+7%	+$67.9K	0.06%	131
2021 Q3	$983K	Sell	9,235 -330	-3%	-$36.3K	0.06%	129
2021 Q2	$1.03M	Hold	9,565	–	–	0.06%	125
2021 Q1	$961K	Buy	9,565 +415	+5%	+$42.2K	0.06%	126
2020 Q4	$923K	Hold	9,150	–	–	0.06%	120
2020 Q3	$822K	Sell	9,150 -2,500	-21%	-$222K	0.05%	116
2020 Q2	$968K	Hold	11,650	–	–	0.07%	100
2020 Q1	$828K	Hold	11,650	–	–	0.07%	112
2019 Q4	$1.01M	Hold	11,650	–	–	0.06%	113
2019 Q3	$938K	Hold	11,650	–	–	0.06%	119
2019 Q2	$941K	Hold	11,650	–	–	0.06%	122
2019 Q1	$902K	Hold	11,650	–	–	0.05%	121
2018 Q4	$805K	Buy	+11,650	New	+$849K	0.05%	116
2018 Q3	–	Sell	-11,650	Closed	-$918K	–	202
2018 Q2	$918K	Buy	11,650 +55	+0.5%	+$4.46K	0.05%	120
2018 Q1	$932K	Hold	11,595	–	–	0.05%	123
2017 Q4	$936K	Hold	11,595	–	–	0.05%	130
2017 Q3	$897K	Hold	11,595	–	–	0.05%	131
2017 Q2	$858K	Sell	11,595 -3,190	-22%	-$233K	0.05%	132
2017 Q1	$1.03M	Sell	14,785 -55	-0.4%	-$3.68K	0.06%	116
2016 Q4	$945K	Sell	14,840 -1,725	-10%	-$111K	0.06%	115
2016 Q3	$1.13M	Buy	16,565 +1,420	+9%	+$95.8K	0.07%	108
2016 Q2	$991K	Sell	15,145 -1,271	-8%	-$84K	0.07%	108
2016 Q1	$1.08M	Sell	16,416 -251,398	-94%	-$15.9M	0.07%	103
2015 Q4	$17.6M	Buy	267,814 +243,639	+1,008%	+$16.5M	1.28%	15
2015 Q3	$1.54M	Sell	24,175 -2,121	-8%	-$145K	0.11%	82
2015 Q2	$1.84M	Sell	26,296 -75,631	-74%	-$5.49M	0.11%	81
2015 Q1	$7.14M	Sell	101,927 -166,887	-62%	-$11.4M	0.4%	28
2014 Q4	$17.7M	Sell	268,814 -212,072	-44%	-$14.2M	1.04%	15
2014 Q3	$32.7M	Sell	480,886 -84,681	-15%	-$5.98M	1.98%	11
2014 Q2	$41M	Sell	565,567 -86,306	-13%	-$6.21M	2.4%	10
2014 Q1	$46.3M	Sell	651,873 -56,008	-8%	-$3.92M	2.87%	9
2013 Q4	$50.6M	Sell	707,881 -121,920	-15%	-$8.45M	3.31%	8
2013 Q3	$56.5M	Sell	829,801 -154,496	-16%	-$10.1M	4.18%	5
2013 Q2	$60.8M	Buy	+984,297	New	+$63.6M	4.87%	4

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

Choate Investment Advisors's EFG Position: Q1 2026 in Review

Choate Investment Advisors held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q1 2026 at 5,148 shares worth $573K. The position accounts for 0.01% of the portfolio, ranked #290.

Choate Investment Advisors first reported a position in EFG in Q2 2013 and has held it in 51 quarters since. The position peaked at $60.8M in Q2 2013. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

Choate Investment Advisors held 5,148 shares of iShares MSCI EAFE Growth ETF worth $573K as of Q1 2026.
Choate Investment Advisors left its iShares MSCI EAFE Growth ETF share count unchanged in Q1 2026.
iShares MSCI EAFE Growth ETF made up 0.01% of Choate Investment Advisors's portfolio in Q1 2026, its #290 holding.
Choate Investment Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q2 2013 and has held it in 51 quarters since.
Choate Investment Advisors's iShares MSCI EAFE Growth ETF position peaked at $60.8M in Q2 2013.
1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Choate Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.