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

Clayton 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	$2.25M	Sell	18,122 -473	-3%	-$57K	1.25%	14
2026 Q1	$2.07M	Buy	18,595 +2,289	+14%	+$269K	1.06%	15
2025 Q4	$1.86M	Buy	16,306 +5,575	+52%	+$639K	0.95%	17
2025 Q3	$1.22M	Buy	10,731 +7,441	+226%	+$829K	0.89%	17
2025 Q2	$369K	Sell	3,290 -32,756	-91%	-$3.46M	0.44%	22
2025 Q1	$3.6M	Sell	36,046 -4,149	-10%	-$423K	1.32%	21
2024 Q4	$3.89M	Buy	40,195 +8,923	+29%	+$907K	1.4%	19
2024 Q3	$3.37M	Buy	31,272 +12,285	+65%	+$1.27M	1.26%	22
2024 Q2	$1.97M	Buy	18,987 +3,115	+20%	+$318K	0.85%	27
2024 Q1	$1.65M	Buy	15,872 +3,961	+33%	+$394K	0.75%	29
2023 Q4	$1.15M	Buy	+11,911	New	+$1.07M	0.72%	27

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 New York $1.81T AUM 41.13% 1-Year Est. Return

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 Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

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

Clayton Financial Group reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 2.5% in Q2 2026, selling an estimated $57K and leaving 18,122 shares worth $2.25M. The position accounts for 1.25% of the portfolio, ranked #14.

Clayton Financial Group first reported a position in EFG in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.89M in Q4 2024. 1,060 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Clayton Financial Group held 18,122 shares of iShares MSCI EAFE Growth ETF worth $2.25M as of Q2 2026.
Clayton Financial Group sold 473 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $57K.
iShares MSCI EAFE Growth ETF made up 1.25% of Clayton Financial Group's portfolio in Q2 2026, its #14 holding.
Clayton Financial Group first reported a position in iShares MSCI EAFE Growth ETF in Q4 2023 and has held it in 11 quarters since.
Clayton Financial Group's iShares MSCI EAFE Growth ETF position peaked at $3.89M in Q4 2024.
1,060 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Clayton Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.