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EFG icon

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

Courier Capital’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 		$13.2M Buy
106,262
+8,605
+9% +$1.04M 0.66% 34
2026
Q1 		$10.9M Buy
97,657
+10,047
+11% +$1.18M 0.61% 37
2025
Q4 		$9.98M Buy
87,610
+4,395
+5% +$504K 0.56% 42
2025
Q3 		$9.48M Sell
83,215
-776
-0.9% -$86.5K 0.54% 41
2025
Q2 		$9.41M Buy
83,991
+5,190
+7% +$547K 0.57% 40
2025
Q1 		$7.88M Buy
78,801
+6,116
+8% +$623K 0.52% 46
2024
Q4 		$7.04M Buy
72,685
+12,743
+21% +$1.29M 0.49% 50
2024
Q3 		$6.45M Buy
59,942
+8,335
+16% +$865K 0.44% 57
2024
Q2 		$5.28M Buy
51,607
+7,969
+18% +$815K 0.42% 56
2024
Q1 		$4.53M Buy
43,638
+3,221
+8% +$321K 0.33% 73
2023
Q4 		$3.91M Buy
40,417
+31,757
+367% +$2.85M 0.3% 77
2023
Q3 		$747K Buy
8,660
+3,898
+82% +$359K 0.06% 196
2023
Q2 		$454K Buy
+4,762
New +$453K 0.04% 260
2022
Q1 		– Sell
-1,955
Closed -$216K – 305
2021
Q4 		$216K Hold
1,955
– – 0.02% 295
2021
Q3 		$208K Hold
1,955
– – 0.02% 300
2021
Q2 		$210K Sell
1,955
-46
-2% -$4.89K 0.02% 306
2021
Q1 		$201K Sell
2,001
-57
-3% -$5.8K 0.02% 308
2020
Q4 		$208K Buy
+2,058
New +$195K 0.02% 288

Other funds holding EFG

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JC
JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FSWA
Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

Courier Capital's EFG Position: Q2 2026 in Review

Courier Capital increased its iShares MSCI EAFE Growth ETF (EFG) stake by 8.8% in Q2 2026, buying an estimated $1.04M and bringing the position to 106,262 shares worth $13.2M. The position accounts for 0.66% of the portfolio, ranked #34.

Courier Capital first reported a position in EFG in Q4 2020 and has held it in 18 quarters since. 509 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Courier Capital held 106,262 shares of iShares MSCI EAFE Growth ETF worth $13.2M as of Q2 2026.
  • Courier Capital bought 8,605 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $1.04M.
  • iShares MSCI EAFE Growth ETF made up 0.66% of Courier Capital's portfolio in Q2 2026, its #34 holding.
  • Courier Capital first reported a position in iShares MSCI EAFE Growth ETF in Q4 2020 and has held it in 18 quarters since.
  • 509 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Courier Capital's 13F filing for Q2 2026, filed 16 Jul 2026.