Clear Creek Financial Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Clear Creek Financial Management’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	$2.28M	Sell	20,512 -358	-2%	-$42.1K	0.18%	132
2025 Q4	$2.38M	Sell	20,870 -1,396	-6%	-$160K	0.19%	117
2025 Q3	$2.54M	Buy	22,266 +438	+2%	+$48.8K	0.22%	105
2025 Q2	$2.44M	Buy	21,828 +600	+3%	+$63.3K	0.23%	98
2025 Q1	$2.12M	Sell	21,228 -65,656	-76%	-$6.69M	0.22%	98
2024 Q4	$8.41M	Buy	86,884 +7,076	+9%	+$719K	0.91%	26
2024 Q3	$8.59M	Sell	79,808 -386	-0.5%	-$40K	0.97%	22
2024 Q2	$8.2M	Buy	80,194 +11,820	+17%	+$1.21M	0.99%	19
2024 Q1	$7.1M	Sell	68,374 -1,009	-1%	-$100K	0.91%	25
2023 Q4	$6.72M	Buy	69,383 +7,849	+13%	+$703K	1.07%	18
2023 Q3	$5.31M	Sell	61,534 -3,888	-6%	-$358K	0.93%	20
2023 Q2	$6.24M	Buy	65,422 +14,656	+29%	+$1.39M	1.08%	22
2023 Q1	$4.76M	Sell	50,766 -4,770	-9%	-$429K	0.9%	23
2022 Q4	$4.65M	Sell	55,536 -325	-0.6%	-$26.3K	1.02%	24
2022 Q3	$4.05M	Buy	55,861 +6,157	+12%	+$502K	0.89%	25
2022 Q2	$4M	Buy	49,704 +9,087	+22%	+$789K	0.84%	29
2022 Q1	$3.91M	Sell	40,617 -11,584	-22%	-$1.14M	0.61%	40
2021 Q4	$5.76M	Sell	52,201 -7,356	-12%	-$806K	0.87%	24
2021 Q3	$6.34M	Sell	59,557 -1,285	-2%	-$141K	1.02%	24
2021 Q2	$6.53M	Buy	60,842 +41,287	+211%	+$4.39M	1.01%	26
2021 Q1	$2.07M	Sell	19,555 -46,978	-71%	-$4.78M	4.16%	5
2020 Q4	$6.71M	Buy	66,533 +27,953	+72%	+$2.64M	1.29%	19
2020 Q3	$3.47M	Sell	38,580 -18,008	-32%	-$1.6M	0.16%	55
2020 Q2	$4.7M	Sell	56,588 -18,943	-25%	-$1.48M	1.22%	22
2020 Q1	$5.62M	Sell	75,531 -20,487	-21%	-$1.66M	2.13%	12
2019 Q4	$8.42M	Buy	96,018 +28,742	+43%	+$2.4M	3.31%	8
2019 Q3	$5.67M	Sell	67,276 -14,593	-18%	-$1.17M	2.75%	10
2019 Q2	$6.61M	Buy	+81,869	New	+$6.46M	2.83%	10

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 $12.8B AUM 19.38% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

Clear Creek Financial Management's EFG Position: Q1 2026 in Review

Clear Creek Financial Management reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 1.7% in Q1 2026, selling an estimated $42.1K and leaving 20,512 shares worth $2.28M. The position accounts for 0.18% of the portfolio, ranked #132.

Clear Creek Financial Management first reported a position in EFG in Q2 2019 and has held it in 28 quarters since. The position peaked at $8.59M in Q3 2024. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

Clear Creek Financial Management held 20,512 shares of iShares MSCI EAFE Growth ETF worth $2.28M as of Q1 2026.
Clear Creek Financial Management sold 358 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $42.1K.
iShares MSCI EAFE Growth ETF made up 0.18% of Clear Creek Financial Management's portfolio in Q1 2026, its #132 holding.
Clear Creek Financial Management first reported a position in iShares MSCI EAFE Growth ETF in Q2 2019 and has held it in 28 quarters since.
Clear Creek Financial Management's iShares MSCI EAFE Growth ETF position peaked at $8.59M in Q3 2024.
1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Clear Creek Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.