Howe & Rusling’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Howe & Rusling’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	$19.3K	Hold	173	–	–	﹤0.01%	407
2025 Q4	$19.7K	Hold	173	–	–	﹤0.01%	407
2025 Q3	$19.7K	Sell	173 -1,117	-87%	-$124K	﹤0.01%	396
2025 Q2	$144K	Hold	1,290	–	–	0.01%	295
2025 Q1	$129K	Sell	1,290 -671	-34%	-$68.4K	0.01%	284
2024 Q4	$190K	Buy	1,961 +1,945	+12,156%	+$198K	0.02%	257
2024 Q3	$1.72K	Buy	+16	New	+$1.66K	﹤0.01%	392
2024 Q1	–	Sell	-127	Closed	-$12.3K	–	386
2023 Q4	$12.3K	Buy	+127	New	+$11.4K	﹤0.01%	320
2022 Q3	–	Sell	-125	Closed	-$10K	–	1092
2022 Q2	$10K	Buy	+125	New	+$10.9K	﹤0.01%	539
2015 Q1	–	Sell	-70	Closed	-$5K	–	945
2014 Q4	$5K	Hold	70	–	–	﹤0.01%	609
2014 Q3	$5K	Hold	70	–	–	﹤0.01%	594
2014 Q2	$5K	Buy	+70	New	+$5.04K	﹤0.01%	604

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Howe & Rusling's EFG Position: Q1 2026 in Review

Howe & Rusling held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q1 2026 at 173 shares worth $19.3K. The position accounts for ﹤0.01% of the portfolio, ranked #407.

Howe & Rusling first reported a position in EFG in Q2 2014 and has held it in 12 quarters since. The position peaked at $190K in Q4 2024. 1,010 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

Howe & Rusling held 173 shares of iShares MSCI EAFE Growth ETF worth $19.3K as of Q1 2026.
Howe & Rusling left its iShares MSCI EAFE Growth ETF share count unchanged in Q1 2026.
iShares MSCI EAFE Growth ETF made up ﹤0.01% of Howe & Rusling's portfolio in Q1 2026, its #407 holding.
Howe & Rusling first reported a position in iShares MSCI EAFE Growth ETF in Q2 2014 and has held it in 12 quarters since.
Howe & Rusling's iShares MSCI EAFE Growth ETF position peaked at $190K in Q4 2024.
1,010 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Howe & Rusling's 13F filing for Q1 2026, filed 28 Apr 2026.