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

Concurrent 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	$9.75M	Buy	87,575 +76,477	+689%	+$8.99M	0.11%	209
2025 Q4	$1.26M	Buy	11,098 +1,222	+12%	+$140K	0.01%	732
2025 Q3	$1.12M	Sell	9,876 -6,419	-39%	-$715K	0.02%	618
2025 Q2	$1.82M	Buy	16,295 +2,461	+18%	+$260K	0.04%	456
2025 Q1	$1.38M	Sell	13,834 -4,578	-25%	-$467K	0.03%	452
2024 Q4	$1.78M	Sell	18,412 -1,855	-9%	-$189K	0.05%	353
2024 Q3	$2.18M	Buy	20,267 +740	+4%	+$76.8K	0.06%	291
2024 Q2	$2M	Buy	19,527 +7,399	+61%	+$756K	0.07%	279
2024 Q1	$1.26M	Buy	12,128 +3,346	+38%	+$333K	0.05%	336
2023 Q4	$851K	Buy	+8,782	New	+$787K	0.04%	360

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

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

Concurrent Investment Advisors increased its iShares MSCI EAFE Growth ETF (EFG) stake by 689% in Q1 2026, buying an estimated $8.99M and bringing the position to 87,575 shares worth $9.75M. The position accounts for 0.11% of the portfolio, ranked #209.

Concurrent Investment Advisors first reported a position in EFG in Q4 2023 and has held it in 10 quarters since. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

Concurrent Investment Advisors held 87,575 shares of iShares MSCI EAFE Growth ETF worth $9.75M as of Q1 2026.
Concurrent Investment Advisors bought 76,477 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $8.99M.
iShares MSCI EAFE Growth ETF made up 0.11% of Concurrent Investment Advisors's portfolio in Q1 2026, its #209 holding.
Concurrent Investment Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q4 2023 and has held it in 10 quarters since.
1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.