ELI
EFG icon

Empire Life Investments’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Empire Life Investments’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 		$3.71M Buy
29,833
+10,200
+52% +$1.23M 0.21% 78
2026
Q1 		$2.23M Sell
19,633
-10,167
-34% -$1.2M 0.14% 85
2025
Q4 		$3.39M Sell
29,800
-12,500
-30% -$1.43M 0.19% 79
2025
Q3 		$4.82M Buy
42,300
+4,800
+13% +$535K 0.28% 74
2025
Q2 		$4.2M Sell
37,500
-10,836
-22% -$1.14M 0.27% 75
2025
Q1 		$4.83M Buy
48,336
+11,100
+30% +$1.13M 0.31% 73
2024
Q4 		$3.61M Buy
37,236
+1,000
+3% +$102K 0.23% 74
2024
Q3 		$3.9M Sell
36,236
-3,800
-9% -$394K 0.24% 71
2024
Q2 		$4.1M Buy
40,036
+12,100
+43% +$1.24M 0.26% 63
2024
Q1 		$2.9M Buy
27,936
+10,600
+61% +$1.06M 0.18% 66
2023
Q4 		$1.68M Buy
+17,336
New +$1.55M 0.11% 76
2022
Q2 		– Sell
-5,100
Closed -$491K – 101
2022
Q1 		$491K Sell
5,100
-1,300
-20% -$128K 0.03% 91
2021
Q4 		$706K Buy
6,400
+2,700
+73% +$296K 0.04% 91
2021
Q3 		$394K Buy
3,700
+500
+16% +$55K 0.03% 98
2021
Q2 		$343K Sell
3,200
-1,000
-24% -$106K 0.02% 96
2021
Q1 		$422K Buy
+4,200
New +$427K 0.03% 99

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
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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JC
JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return

Empire Life Investments's EFG Position: Q2 2026 in Review

Empire Life Investments increased its iShares MSCI EAFE Growth ETF (EFG) stake by 52% in Q2 2026, buying an estimated $1.23M and bringing the position to 29,833 shares worth $3.71M. The position accounts for 0.21% of the portfolio, ranked #78.

Empire Life Investments first reported a position in EFG in Q1 2021 and has held it in 16 quarters since. The position peaked at $4.83M in Q1 2025. 724 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Empire Life Investments held 29,833 shares of iShares MSCI EAFE Growth ETF worth $3.71M as of Q2 2026.
  • Empire Life Investments bought 10,200 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $1.23M.
  • iShares MSCI EAFE Growth ETF made up 0.21% of Empire Life Investments's portfolio in Q2 2026, its #78 holding.
  • Empire Life Investments first reported a position in iShares MSCI EAFE Growth ETF in Q1 2021 and has held it in 16 quarters since.
  • Empire Life Investments's iShares MSCI EAFE Growth ETF position peaked at $4.83M in Q1 2025.
  • 724 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Empire Life Investments's 13F filing for Q2 2026, filed 24 Jul 2026.