Coston McIsaac & Partners’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Coston McIsaac & Partners’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 Q2	$59K	Hold	480	–	–	0.01%	311
2026 Q1	$53K	Hold	480	–	–	0.01%	313
2025 Q4	$54K	Hold	480	–	–	0.01%	303
2025 Q3	$54K	Hold	480	–	–	0.01%	294
2025 Q2	$53K	Hold	480	–	–	0.01%	287
2025 Q1	$48K	Hold	480	–	–	0.01%	275
2024 Q4	$46K	Hold	480	–	–	0.01%	289
2024 Q3	$51K	Hold	480	–	–	0.01%	274
2024 Q2	$49K	Hold	480	–	–	0.02%	264
2024 Q1	$49K	Hold	480	–	–	0.02%	269
2023 Q4	$46K	Hold	480	–	–	0.02%	266
2023 Q3	$41K	Hold	480	–	–	0.02%	271
2023 Q2	$45K	Hold	480	–	–	0.02%	285
2023 Q1	$44K	Hold	480	–	–	0.02%	281
2022 Q4	$40K	Buy	+480	New	+$38.8K	0.02%	304

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Coston McIsaac & Partners's EFG Position: Q2 2026 in Review

Coston McIsaac & Partners held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q2 2026 at 480 shares worth $59K. The position accounts for 0.01% of the portfolio, ranked #311.

Coston McIsaac & Partners first reported a position in EFG in Q4 2022 and has held it in 15 quarters since. 1,057 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Coston McIsaac & Partners held 480 shares of iShares MSCI EAFE Growth ETF worth $59K as of Q2 2026.
Coston McIsaac & Partners left its iShares MSCI EAFE Growth ETF share count unchanged in Q2 2026.
iShares MSCI EAFE Growth ETF made up 0.01% of Coston McIsaac & Partners's portfolio in Q2 2026, its #311 holding.
Coston McIsaac & Partners first reported a position in iShares MSCI EAFE Growth ETF in Q4 2022 and has held it in 15 quarters since.
1,057 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Coston McIsaac & Partners's 13F filing for Q2 2026, filed 12 Aug 2026.