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 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 $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 $18.1B AUM 15% 1-Year Est. Return

Clayton Financial Group's EFG Position: Q1 2026 in Review

Clayton Financial Group increased its iShares MSCI EAFE Growth ETF (EFG) stake by 14% in Q1 2026, buying an estimated $269K and bringing the position to 18,595 shares worth $2.07M. The position accounts for 1.06% of the portfolio, ranked #15.

Clayton Financial Group first reported a position in EFG in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.89M in Q4 2024. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

Clayton Financial Group held 18,595 shares of iShares MSCI EAFE Growth ETF worth $2.07M as of Q1 2026.
Clayton Financial Group bought 2,289 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $269K.
iShares MSCI EAFE Growth ETF made up 1.06% of Clayton Financial Group's portfolio in Q1 2026, its #15 holding.
Clayton Financial Group first reported a position in iShares MSCI EAFE Growth ETF in Q4 2023 and has held it in 10 quarters since.
Clayton Financial Group's iShares MSCI EAFE Growth ETF position peaked at $3.89M in Q4 2024.
1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Clayton Financial Group's 13F filing for Q1 2026, filed 13 Apr 2026.