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Citizens Financial Group’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Citizens Financial 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 		$1.39M Sell
11,166
-1,050
-9% -$127K 0.02% 368
2026
Q1 		$1.36M Sell
12,216
-825
-6% -$97K 0.02% 337
2025
Q4 		$1.49M Hold
13,041
– – 0.02% 323
2025
Q3 		$1.49M Sell
13,041
-166
-1% -$18.5K 0.02% 326
2025
Q2 		$1.48M Buy
13,207
+787
+6% +$83K 0.02% 293
2025
Q1 		$1.24M Sell
12,420
-186
-1% -$19K 0.02% 286
2024
Q4 		$1.22M Sell
12,606
-143
-1% -$14.5K 0.02% 269
2024
Q3 		$1.37M Sell
12,749
-258
-2% -$26.8K 0.03% 256
2024
Q2 		$1.33M Buy
13,007
+9,437
+264% +$965K 0.03% 245
2024
Q1 		$371K Sell
3,570
-100
-3% -$9.96K 0.01% 310
2023
Q4 		$355K Buy
3,670
+100
+3% +$8.96K 0.01% 317
2023
Q3 		$308K Hold
3,570
– – 0.01% 291
2023
Q2 		$341K Hold
3,570
– – 0.01% 307
2023
Q1 		$334K Hold
3,570
– – 0.01% 347
2022
Q4 		$299K Hold
3,570
– – 0.01% 334
2022
Q3 		$259K Sell
3,570
-463
-11% -$37.8K 0.01% 347
2022
Q2 		$325K Hold
4,033
– – 0.01% 330
2022
Q1 		$388K Buy
4,033
+51
+1% +$5.01K 0.01% 318
2021
Q4 		$439K Hold
3,982
– – 0.01% 309
2021
Q3 		$424K Hold
3,982
– – 0.02% 307
2021
Q2 		$427K Sell
3,982
-851
-18% -$90.4K 0.02% 257
2021
Q1 		$486K Sell
4,833
-88
-2% -$8.95K 0.03% 208
2020
Q4 		$497K Sell
4,921
-172
-3% -$16.3K 0.03% 196
2020
Q3 		$458K Hold
5,093
– – 0.03% 186
2020
Q2 		$423K Hold
5,093
– – 0.03% 203
2020
Q1 		$362K Sell
5,093
-605
-11% -$49K 0.03% 210
2019
Q4 		$492K Hold
5,698
– – 0.03% 183
2019
Q3 		$459K Buy
5,698
+350
+7% +$28K 0.03% 176
2019
Q2 		$432K Sell
5,348
-350
-6% -$27.6K 0.03% 173
2019
Q1 		$441K Buy
5,698
+350
+7% +$26K 0.03% 176
2018
Q4 		$369K Hold
5,348
– – 0.03% 163
2018
Q3 		$428K Sell
5,348
-180
-3% -$14.4K 0.03% 170
2018
Q2 		$435K Sell
5,528
-24
-0.4% -$1.95K 0.04% 167
2018
Q1 		$447K Sell
5,552
-74
-1% -$6.04K 0.04% 171
2017
Q4 		$454K Sell
5,626
-78
-1% -$6.18K 0.04% 164
2017
Q3 		$441K Buy
5,704
+2,172
+61% +$165K 0.04% 169
2017
Q2 		$261K Buy
3,532
+2
+0.1% +$146 0.02% 211
2017
Q1 		$245K Sell
3,530
-665
-16% -$44.5K 0.02% 220
2016
Q4 		$267K Buy
4,195
+591
+16% +$38.2K 0.03% 206
2016
Q3 		$246K Buy
3,604
+1,704
+90% +$115K 0.02% 215
2016
Q2 		$124K Buy
1,900
+1,601
+535% +$106K 0.01% 272
2016
Q1 		$20K Buy
+299
New +$18.9K ﹤0.01% 430

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

Citizens Financial Group's EFG Position: Q2 2026 in Review

Citizens Financial Group reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 8.6% in Q2 2026, selling an estimated $127K and leaving 11,166 shares worth $1.39M. The position accounts for 0.02% of the portfolio, ranked #368.

Citizens Financial Group first reported a position in EFG in Q1 2016 and has held it in 42 quarters since. The position peaked at $1.49M in Q4 2025. 1,056 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Citizens Financial Group held 11,166 shares of iShares MSCI EAFE Growth ETF worth $1.39M as of Q2 2026.
  • Citizens Financial Group sold 1,050 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $127K.
  • iShares MSCI EAFE Growth ETF made up 0.02% of Citizens Financial Group's portfolio in Q2 2026, its #368 holding.
  • Citizens Financial Group first reported a position in iShares MSCI EAFE Growth ETF in Q1 2016 and has held it in 42 quarters since.
  • Citizens Financial Group's iShares MSCI EAFE Growth ETF position peaked at $1.49M in Q4 2025.
  • 1,056 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Citizens Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.