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ESL Trust Services’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

ESL Trust Services’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 		– Sell
-15
Closed -$1.67K – 268
2026
Q1 		$1.67K Hold
15
– – ﹤0.01% 246
2025
Q4 		$1.71K Buy
+15
New +$1.72K ﹤0.01% 246
2024
Q2 		– Sell
-77
Closed -$7.99K – 260
2024
Q1 		$7.99K Buy
+77
New +$7.67K ﹤0.01% 114

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cetera Investment Advisers
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
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

ESL Trust Services's EFG Position: Q2 2026 in Review

ESL Trust Services sold out of iShares MSCI EAFE Growth ETF (EFG) in Q2 2026, closing a stake of 15 shares — an estimated $1.67K sold.

ESL Trust Services first reported a position in EFG in Q1 2024 and held it in 3 quarters. The position peaked at $7.99K in Q1 2024. 1,060 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • ESL Trust Services reported no remaining iShares MSCI EAFE Growth ETF position as of Q2 2026 after selling out during the quarter.
  • ESL Trust Services sold 15 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $1.67K.
  • ESL Trust Services first reported a position in iShares MSCI EAFE Growth ETF in Q1 2024 and held it in 3 quarters.
  • ESL Trust Services's iShares MSCI EAFE Growth ETF position peaked at $7.99K in Q1 2024.
  • 1,060 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on ESL Trust Services's 13F filing for Q2 2026, filed 13 Aug 2026.