Corient Private Wealth’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Corient Private Wealth’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	$34.4M	Sell	309,890 -343,256	-53%	-$40.4M	0.05%	298
2025 Q4	$72.5M	Buy	653,146 +392,480	+151%	+$45M	0.05%	300
2025 Q3	$29.7M	Sell	260,666 -40,417	-13%	-$4.5M	0.05%	320
2025 Q2	$33.7M	Buy	301,083 +45,869	+18%	+$4.84M	0.04%	294
2025 Q1	$25.5M	Sell	255,214 -12,751	-5%	-$1.3M	0.04%	351
2024 Q4	$25.9M	Sell	267,965 -7,121	-3%	-$724K	0.04%	345
2024 Q3	$29.6M	Sell	275,086 -8,101	-3%	-$840K	0.05%	344
2024 Q2	$29M	Sell	283,187 -12,099	-4%	-$1.24M	0.05%	315
2024 Q1	$30.6M	Sell	295,286 -14,206	-5%	-$1.41M	0.05%	311
2023 Q4	$30M	Sell	309,492 -6,379	-2%	-$572K	0.06%	311
2023 Q3	$27.3M	Sell	315,871 -3,741	-1%	-$345K	0.06%	291
2023 Q2	$30.5M	Sell	319,612 -51,087	-14%	-$4.86M	0.07%	263
2023 Q1	$34.7M	Sell	370,699 -48,243	-12%	-$4.34M	0.09%	212
2022 Q4	$35.1M	Buy	+418,942	New	+$33.9M	0.13%	184

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

Corient Private Wealth's EFG Position: Q1 2026 in Review

Corient Private Wealth reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 53% in Q1 2026, selling an estimated $40.4M and leaving 309,890 shares worth $34.4M. The position accounts for 0.05% of the portfolio, ranked #298.

Corient Private Wealth first reported a position in EFG in Q4 2022 and has held it in 14 quarters since. The position peaked at $72.5M in Q4 2025. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

Corient Private Wealth held 309,890 shares of iShares MSCI EAFE Growth ETF worth $34.4M as of Q1 2026.
Corient Private Wealth sold 343,256 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $40.4M.
iShares MSCI EAFE Growth ETF made up 0.05% of Corient Private Wealth's portfolio in Q1 2026, its #298 holding.
Corient Private Wealth first reported a position in iShares MSCI EAFE Growth ETF in Q4 2022 and has held it in 14 quarters since.
Corient Private Wealth's iShares MSCI EAFE Growth ETF position peaked at $72.5M in Q4 2025.
1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.