Cullen/Frost Bankers’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Cullen/Frost Bankers’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
2025 Q1	–	Sell	-949	Closed	-$91.9K	–	1339
2024 Q4	$91.9K	Buy	+949	New	+$96.4K	﹤0.01%	611
2023 Q4	–	Sell	-40	Closed	-$3.45K	–	1056
2023 Q3	$3.45K	Buy	+40	New	+$3.69K	﹤0.01%	1024
2022 Q3	–	Sell	-5,359	Closed	-$431K	–	1155
2022 Q2	$431K	Hold	5,359	–	–	0.01%	396
2022 Q1	$516K	Hold	5,359	–	–	0.01%	391
2021 Q4	$591K	Buy	+5,359	New	+$587K	0.01%	382
2021 Q1	–	Sell	-1,096	Closed	-$111K	–	1089
2020 Q4	$111K	Hold	1,096	–	–	﹤0.01%	563
2020 Q3	$99K	Buy	+1,096	New	+$97.1K	﹤0.01%	558

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

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

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

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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cullen/Frost Bankers's EFG Position: Q1 2025 in Review

Cullen/Frost Bankers sold out of iShares MSCI EAFE Growth ETF (EFG) in Q1 2025, closing a stake of 949 shares — an estimated $91.9K sold.

Cullen/Frost Bankers first reported a position in EFG in Q3 2020 and held it in 7 quarters. The position peaked at $591K in Q4 2021. 969 funds tracked by Wall St. Rank hold EFG as of Q1 2025.

Cullen/Frost Bankers reported no remaining iShares MSCI EAFE Growth ETF position as of Q1 2025 after selling out during the quarter.
Cullen/Frost Bankers sold 949 iShares MSCI EAFE Growth ETF shares in Q1 2025, an estimated $91.9K.
Cullen/Frost Bankers first reported a position in iShares MSCI EAFE Growth ETF in Q3 2020 and held it in 7 quarters.
Cullen/Frost Bankers's iShares MSCI EAFE Growth ETF position peaked at $591K in Q4 2021.
969 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2025.

Based on Cullen/Frost Bankers's 13F filing for Q1 2025, filed 2 May 2025.