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Condor Capital Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Condor Capital 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 		$4.72M Sell
42,374
-435
-1% -$51.2K 0.39% 56
2025
Q4 		$4.88M Sell
42,809
-1,572
-4% -$180K 0.39% 59
2025
Q3 		$5.05M Sell
44,381
-697
-2% -$77.7K 0.41% 54
2025
Q2 		$5.05M Sell
45,078
-648
-1% -$68.4K 0.44% 49
2025
Q1 		$4.57M Buy
45,726
+7
+0% +$714 0.43% 55
2024
Q4 		$4.43M Sell
45,719
-10
-0% -$1.02K 0.39% 60
2024
Q3 		$4.92M Buy
45,729
+555
+1% +$57.6K 0.44% 50
2024
Q2 		$4.62M Sell
45,174
-1,165
-3% -$119K 0.44% 53
2024
Q1 		$4.81M Sell
46,339
-516
-1% -$51.4K 0.47% 49
2023
Q4 		$4.54M Buy
46,855
+669
+1% +$60K 0.49% 44
2023
Q3 		$3.99M Sell
46,186
-108
-0.2% -$9.96K 0.49% 43
2023
Q2 		$4.42M Sell
46,294
-642
-1% -$61.1K 0.53% 41
2023
Q1 		$4.4M Sell
46,936
-1,405
-3% -$126K 0.55% 41
2022
Q4 		$4.05M Buy
48,341
+202
+0.4% +$16.3K 0.51% 46
2022
Q3 		$3.49M Buy
48,139
+1,621
+3% +$132K 0.45% 48
2022
Q2 		$3.74M Buy
46,518
+1,784
+4% +$155K 0.49% 44
2022
Q1 		$4.31M Buy
44,734
+89
+0.2% +$8.75K 0.48% 47
2021
Q4 		$4.92M Buy
44,645
+1,002
+2% +$110K 0.53% 45
2021
Q3 		$4.65M Buy
43,643
+95
+0.2% +$10.5K 0.49% 54
2021
Q2 		$4.67M Sell
43,548
-3,894
-8% -$414K 0.52% 49
2021
Q1 		$4.77M Sell
47,442
-943
-2% -$95.9K 0.57% 47
2020
Q4 		$4.88M Sell
48,385
-129
-0.3% -$12.2K 0.62% 45
2020
Q3 		$4.36M Sell
48,514
-1,457
-3% -$129K 0.63% 46
2020
Q2 		$4.15M Buy
+49,971
New +$3.9M 0.64% 44

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
JP Morgan Chase
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
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
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Condor Capital Management's EFG Position: Q1 2026 in Review

Condor Capital Management reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 1% in Q1 2026, selling an estimated $51.2K and leaving 42,374 shares worth $4.72M. The position accounts for 0.39% of the portfolio, ranked #56.

Condor Capital Management first reported a position in EFG in Q2 2020 and has held it in 24 quarters since. The position peaked at $5.05M in Q3 2025. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

  • Condor Capital Management held 42,374 shares of iShares MSCI EAFE Growth ETF worth $4.72M as of Q1 2026.
  • Condor Capital Management sold 435 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $51.2K.
  • iShares MSCI EAFE Growth ETF made up 0.39% of Condor Capital Management's portfolio in Q1 2026, its #56 holding.
  • Condor Capital Management first reported a position in iShares MSCI EAFE Growth ETF in Q2 2020 and has held it in 24 quarters since.
  • Condor Capital Management's iShares MSCI EAFE Growth ETF position peaked at $5.05M in Q3 2025.
  • 1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Condor Capital Management's 13F filing for Q1 2026, filed 11 May 2026.