CFS
EFG icon

CRA Financial Services’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

CRA Financial Services’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 		$264K Hold
2,125
– – 0.03% 273
2026
Q1 		$237K Hold
2,125
– – 0.03% 266
2025
Q4 		$242K Hold
2,125
– – 0.03% 259
2025
Q3 		$242K Hold
2,125
– – 0.03% 264
2025
Q2 		$238K Hold
2,125
– – 0.04% 246
2025
Q1 		$213K Hold
2,125
– – 0.04% 256
2024
Q4 		$206K Hold
2,125
– – 0.04% 258
2024
Q3 		$229K Sell
2,125
-141
-6% -$14.6K 0.04% 237
2024
Q2 		$232K Hold
2,266
– – 0.05% 226
2024
Q1 		$235K Hold
2,266
– – 0.05% 215
2023
Q4 		$219K Buy
+2,266
New +$203K 0.05% 203
2023
Q3 		– Sell
-2,266
Closed -$216K – 206
2023
Q2 		$216K Hold
2,266
– – 0.06% 191
2023
Q1 		$212K Buy
+2,266
New +$204K 0.06% 191
2022
Q3 		– Sell
-2,601
Closed -$209K – 197
2022
Q2 		$209K Sell
2,601
-148
-5% -$12.9K 0.07% 185
2022
Q1 		$265K Hold
2,749
– – 0.08% 166
2021
Q4 		$303K Hold
2,749
– – 0.09% 152
2021
Q3 		$293K Hold
2,749
– – 0.1% 149
2021
Q2 		$295K Hold
2,749
– – 0.1% 145
2021
Q1 		$276K Buy
2,749
+45
+2% +$4.58K 0.11% 136
2020
Q4 		$273K Hold
2,704
– – 0.11% 123
2020
Q3 		$243K Buy
2,704
+105
+4% +$9.3K 0.12% 119
2020
Q2 		$216K Buy
+2,599
New +$203K 0.11% 124
2020
Q1 		– Sell
-2,599
Closed -$225K – 134
2019
Q4 		$225K Sell
2,599
-623
-19% -$52K 0.12% 131
2019
Q3 		$259K Buy
3,222
+117
+4% +$9.36K 0.16% 113
2019
Q2 		$251K Sell
3,105
-320
-9% -$25.3K 0.15% 121
2019
Q1 		$265K Hold
3,425
– – 0.17% 114
2018
Q4 		$237K Buy
+3,425
New +$250K 0.17% 117

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cetera Investment Advisers
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
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

CRA Financial Services's EFG Position: Q2 2026 in Review

CRA Financial Services held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q2 2026 at 2,125 shares worth $264K. The position accounts for 0.03% of the portfolio, ranked #273.

CRA Financial Services first reported a position in EFG in Q4 2018 and has held it in 27 quarters since. The position peaked at $303K in Q4 2021. 1,056 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • CRA Financial Services held 2,125 shares of iShares MSCI EAFE Growth ETF worth $264K as of Q2 2026.
  • CRA Financial Services left its iShares MSCI EAFE Growth ETF share count unchanged in Q2 2026.
  • iShares MSCI EAFE Growth ETF made up 0.03% of CRA Financial Services's portfolio in Q2 2026, its #273 holding.
  • CRA Financial Services first reported a position in iShares MSCI EAFE Growth ETF in Q4 2018 and has held it in 27 quarters since.
  • CRA Financial Services's iShares MSCI EAFE Growth ETF position peaked at $303K in Q4 2021.
  • 1,056 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on CRA Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.