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

Dunhill Financial’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	$57.8K	Buy	519 +187	+56%	+$22K	0.01%	290
2025 Q4	$37.9K	Buy	332 +190	+134%	+$21.8K	0.01%	315
2025 Q3	$16.2K	Hold	142	–	–	﹤0.01%	392
2025 Q2	$15.9K	Buy	142 +1	+0.7%	+$105	﹤0.01%	366
2025 Q1	$14.1K	Buy	141 +14	+11%	+$1.43K	0.01%	349
2024 Q4	$12.3K	Buy	127 +1	+0.8%	+$102	0.01%	338
2024 Q3	$13.6K	Hold	126	–	–	0.01%	326
2024 Q2	$12.9K	Buy	+126	New	+$12.9K	0.01%	258

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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 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 Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Dunhill Financial's EFG Position: Q1 2026 in Review

Dunhill Financial increased its iShares MSCI EAFE Growth ETF (EFG) stake by 56% in Q1 2026, buying an estimated $22K and bringing the position to 519 shares worth $57.8K. The position accounts for 0.01% of the portfolio, ranked #290.

Dunhill Financial first reported a position in EFG in Q2 2024 and has held it in 8 quarters since. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

Dunhill Financial held 519 shares of iShares MSCI EAFE Growth ETF worth $57.8K as of Q1 2026.
Dunhill Financial bought 187 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $22K.
iShares MSCI EAFE Growth ETF made up 0.01% of Dunhill Financial's portfolio in Q1 2026, its #290 holding.
Dunhill Financial first reported a position in iShares MSCI EAFE Growth ETF in Q2 2024 and has held it in 8 quarters since.
1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Dunhill Financial's 13F filing for Q1 2026, filed 6 May 2026.