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EFG icon

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

Greenleaf Trust’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 		$14.2M Sell
113,777
-2,022
-2% -$244K 0.14% 54
2026
Q1 		$12.9M Sell
115,799
-2,812
-2% -$331K 0.13% 53
2025
Q4 		$13.5M Sell
118,611
-6,614
-5% -$758K 0.12% 56
2025
Q3 		$14.3M Sell
125,225
-9,415
-7% -$1.05M 0.13% 52
2025
Q2 		$15.1M Sell
134,640
-1,507
-1% -$159K 0.13% 51
2025
Q1 		$13.6M Sell
136,147
-25,444
-16% -$2.59M 0.12% 55
2024
Q4 		$15.6M Buy
161,591
+14,713
+10% +$1.5M 0.14% 50
2024
Q3 		$15.8M Buy
146,878
+2,920
+2% +$303K 0.14% 50
2024
Q2 		$14.7M Sell
143,958
-5,096
-3% -$521K 0.14% 48
2024
Q1 		$15.5M Buy
149,054
+384
+0.3% +$38.2K 0.14% 48
2023
Q4 		$14.4M Buy
148,670
+16,978
+13% +$1.52M 0.15% 47
2023
Q3 		$11.4M Buy
131,692
+4,494
+4% +$414K 0.13% 49
2023
Q2 		$12.1M Sell
127,198
-1,400
-1% -$133K 0.13% 46
2023
Q1 		$12M Sell
128,598
-4,503
-3% -$405K 0.14% 48
2022
Q4 		$11.1M Buy
133,101
+74,712
+128% +$6.04M 0.14% 53
2022
Q3 		$4.24M Buy
58,389
+771
+1% +$62.9K 0.06% 86
2022
Q2 		$4.64M Buy
57,618
+50,890
+756% +$4.42M 0.07% 72
2022
Q1 		$648K Buy
+6,728
New +$662K 0.01% 344

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

Greenleaf Trust's EFG Position: Q2 2026 in Review

Greenleaf Trust reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 1.7% in Q2 2026, selling an estimated $244K and leaving 113,777 shares worth $14.2M. The position accounts for 0.14% of the portfolio, ranked #54.

Greenleaf Trust first reported a position in EFG in Q1 2022 and has held it in 18 quarters since. The position peaked at $15.8M in Q3 2024. 1,059 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Greenleaf Trust held 113,777 shares of iShares MSCI EAFE Growth ETF worth $14.2M as of Q2 2026.
  • Greenleaf Trust sold 2,022 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $244K.
  • iShares MSCI EAFE Growth ETF made up 0.14% of Greenleaf Trust's portfolio in Q2 2026, its #54 holding.
  • Greenleaf Trust first reported a position in iShares MSCI EAFE Growth ETF in Q1 2022 and has held it in 18 quarters since.
  • Greenleaf Trust's iShares MSCI EAFE Growth ETF position peaked at $15.8M in Q3 2024.
  • 1,059 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Greenleaf Trust's 13F filing for Q2 2026, filed 21 Jul 2026.