CWM
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Cranbrook Wealth Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Cranbrook Wealth 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 		$8.45M Sell
75,847
-3,022
-4% -$355K 1.72% 14
2025
Q4 		$8.98M Sell
78,869
-1,834
-2% -$210K 1.77% 14
2025
Q3 		$9.19M Sell
80,703
-1,935
-2% -$216K 1.84% 13
2025
Q2 		$9.26M Buy
82,638
+1,476
+2% +$156K 1.97% 12
2025
Q1 		$8.12M Buy
81,162
+182
+0.2% +$18.6K 1.89% 12
2024
Q4 		$7.84M Sell
80,980
-551
-0.7% -$56K 1.82% 13
2024
Q3 		$8.78M Sell
81,531
-2,603
-3% -$270K 2% 12
2024
Q2 		$8.61M Sell
84,134
-3,171
-4% -$324K 2.12% 11
2024
Q1 		$9.06M Sell
87,305
-2,304
-3% -$229K 2.29% 10
2023
Q4 		$8.68M Sell
89,609
-112
-0.1% -$10K 2.32% 9
2023
Q3 		$7.74M Sell
89,721
-1,271
-1% -$117K 2.29% 12
2023
Q2 		$8.68M Sell
90,992
-7,244
-7% -$689K 2.42% 9
2023
Q1 		$9.2M Sell
98,236
-20,958
-18% -$1.88M 2.62% 8
2022
Q4 		$9.98M Sell
119,194
-9,369
-7% -$757K 2.72% 8
2022
Q3 		$9.33M Sell
128,563
-3,484
-3% -$284K 2.41% 10
2022
Q2 		$10.6M Sell
132,047
-226
-0.2% -$19.6K 2.66% 10
2022
Q1 		$12.7M Buy
132,273
+577
+0.4% +$56.7K 2.77% 9
2021
Q4 		$14.5M Sell
131,696
-2,055
-2% -$225K 3.09% 7
2021
Q3 		$14.2M Sell
133,751
-1,478
-1% -$163K 3.23% 7
2021
Q2 		$14.5M Sell
135,229
-1,775
-1% -$189K 3.32% 7
2021
Q1 		$13.8M Sell
137,004
-5,292
-4% -$538K 3.32% 7
2020
Q4 		$14.4M Sell
142,296
-3,696
-3% -$350K 3.67% 7
2020
Q3 		$13.1M Sell
145,992
-1,438
-1% -$127K 3.79% 7
2020
Q2 		$12.3M Sell
147,430
-2,215
-1% -$173K 3.69% 8
2020
Q1 		$10.6M Hold
149,645
– – 3.62% 7
2019
Q4 		$12.9M Sell
149,645
-2,164
-1% -$181K 3.58% 8
2019
Q3 		$12.2M Sell
151,809
-372
-0.2% -$29.7K 3.52% 7
2019
Q2 		$12.3M Sell
152,181
-2,829
-2% -$223K 3.54% 8
2019
Q1 		$12M Sell
155,010
-714
-0.5% -$53K 3.75% 8
2018
Q4 		$10.8M Sell
155,724
-3,516
-2% -$256K 3.78% 8
2018
Q3 		$12.8M Sell
159,240
-1,442
-0.9% -$115K 4.48% 3
2018
Q2 		$12.7M Sell
160,682
-2,624
-2% -$213K 4.89% 3
2018
Q1 		$13.1M Sell
163,306
-3,867
-2% -$316K 5.16% 2
2017
Q4 		$13.5M Sell
167,173
-15,521
-8% -$1.23M 5.33% 2
2017
Q3 		$14.1M Sell
182,694
-13,856
-7% -$1.05M 5.86% 1
2017
Q2 		$14.5M Sell
196,550
-17,027
-8% -$1.24M 6.31% 1
2017
Q1 		$14.8M Sell
213,577
-7,682
-3% -$515K 6.95% 1
2016
Q4 		$14.1M Sell
221,259
-36,246
-14% -$2.34M 6.89% 1
2016
Q3 		$17.6M Sell
257,505
-14,102
-5% -$952K 8.83% 1
2016
Q2 		$17.8M Sell
271,607
-13,526
-5% -$894K 9.1% 1
2016
Q1 		$18.8M Buy
285,133
+19,057
+7% +$1.21M 9.91% 1
2015
Q4 		$17.9M Sell
266,076
-3,086
-1% -$209K 10.11% 1
2015
Q3 		$17.2M Buy
269,162
+9,975
+4% +$680K 9.88% 1
2015
Q2 		$18.1M Buy
259,187
+2,462
+1% +$179K 10.39% 1
2015
Q1 		$18M Buy
256,725
+9,054
+4% +$619K 10.54% 1
2014
Q4 		$16.3M Buy
247,671
+8,890
+4% +$596K 10.09% 1
2014
Q3 		$16.3M Buy
238,781
+5,784
+2% +$409K 10.93% 1
2014
Q2 		$16.9M Buy
232,997
+3,678
+2% +$265K 11.24% 1
2014
Q1 		$16.3M Buy
229,319
+7,118
+3% +$498K 11.42% 1
2013
Q4 		$15.9M Buy
+222,201
New +$15.4M 10.89% 1

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

Cranbrook Wealth Management's EFG Position: Q1 2026 in Review

Cranbrook Wealth Management reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 3.8% in Q1 2026, selling an estimated $355K and leaving 75,847 shares worth $8.45M. The position accounts for 1.72% of the portfolio, ranked #14.

Cranbrook Wealth Management first reported a position in EFG in Q4 2013 and has held it in 50 quarters since. The position peaked at $18.8M in Q1 2016. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

  • Cranbrook Wealth Management held 75,847 shares of iShares MSCI EAFE Growth ETF worth $8.45M as of Q1 2026.
  • Cranbrook Wealth Management sold 3,022 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $355K.
  • iShares MSCI EAFE Growth ETF made up 1.72% of Cranbrook Wealth Management's portfolio in Q1 2026, its #14 holding.
  • Cranbrook Wealth Management first reported a position in iShares MSCI EAFE Growth ETF in Q4 2013 and has held it in 50 quarters since.
  • Cranbrook Wealth Management's iShares MSCI EAFE Growth ETF position peaked at $18.8M in Q1 2016.
  • 1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Cranbrook Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.