Custom Index Systems’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Custom Index Systems’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	$406K	Sell	3,262 -14	-0.4%	-$1.69K	0.15%	172
2026 Q1	$365K	Buy	+3,276	New	+$385K	0.16%	178
2025 Q3	–	Sell	-5,552	Closed	-$622K	–	267
2025 Q2	$622K	Buy	+5,552	New	+$586K	0.3%	96

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

Custom Index Systems's EFG Position: Q2 2026 in Review

Custom Index Systems reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 0.43% in Q2 2026, selling an estimated $1.69K and leaving 3,262 shares worth $406K. The position accounts for 0.15% of the portfolio, ranked #172.

Custom Index Systems first reported a position in EFG in Q2 2025 and has held it in 3 quarters since. The position peaked at $622K in Q2 2025. 1,056 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Custom Index Systems held 3,262 shares of iShares MSCI EAFE Growth ETF worth $406K as of Q2 2026.
Custom Index Systems sold 14 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $1.69K.
iShares MSCI EAFE Growth ETF made up 0.15% of Custom Index Systems's portfolio in Q2 2026, its #172 holding.
Custom Index Systems first reported a position in iShares MSCI EAFE Growth ETF in Q2 2025 and has held it in 3 quarters since.
Custom Index Systems's iShares MSCI EAFE Growth ETF position peaked at $622K in Q2 2025.
1,056 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Custom Index Systems's 13F filing for Q2 2026, filed 14 Aug 2026.