FCH
EFG icon

Freestone Capital Holdings’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Freestone Capital Holdings’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 		$261K Hold
2,096
– – 0.01% 515
2026
Q1 		$233K Sell
2,096
-158
-7% -$18.6K 0.01% 491
2025
Q4 		$257K Buy
2,254
+326
+17% +$37.4K 0.01% 459
2025
Q3 		$220K Buy
+1,928
New +$215K 0.01% 490
2024
Q2 		– Sell
-2,171
Closed -$225K – 470
2024
Q1 		$225K Buy
+2,171
New +$216K 0.01% 408

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

Freestone Capital Holdings's EFG Position: Q2 2026 in Review

Freestone Capital Holdings held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q2 2026 at 2,096 shares worth $261K. The position accounts for 0.01% of the portfolio, ranked #515.

Freestone Capital Holdings first reported a position in EFG in Q1 2024 and has held it in 5 quarters since. 724 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Freestone Capital Holdings held 2,096 shares of iShares MSCI EAFE Growth ETF worth $261K as of Q2 2026.
  • Freestone Capital Holdings left its iShares MSCI EAFE Growth ETF share count unchanged in Q2 2026.
  • iShares MSCI EAFE Growth ETF made up 0.01% of Freestone Capital Holdings's portfolio in Q2 2026, its #515 holding.
  • Freestone Capital Holdings first reported a position in iShares MSCI EAFE Growth ETF in Q1 2024 and has held it in 5 quarters since.
  • 724 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Freestone Capital Holdings's 13F filing for Q2 2026, filed 31 Jul 2026.