J.M. Arbour
EFG icon

J.M. Arbour’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

J.M. Arbour’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
Q3 		$1.29M Sell
32,292
-10,704
-25% -$438K 1.03% 24
2026
Q2 		$1.78M Buy
42,996
+1,239
+3% +$49.8K 1.54% 11
2026
Q1 		$1.55M Buy
+41,757
New +$1.64M 1.49% 17

Other funds holding EFG

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
NewEdge Advisors
NewEdge Advisors New Orleans, Louisiana $34.5B AUM 23.55% 1-Year Est. Return

J.M. Arbour's EFG Position: Q3 2026 in Review

J.M. Arbour reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 25% in Q3 2026, selling an estimated $438K and leaving 32,292 shares worth $1.29M. The position accounts for 1.03% of the portfolio, ranked #24.

J.M. Arbour first reported a position in EFG in Q1 2026 and has held it in 3 quarters since. The position peaked at $1.78M in Q2 2026. 954 funds tracked by Wall St. Rank hold EFG as of Q3 2026.

  • J.M. Arbour held 32,292 shares of iShares MSCI EAFE Growth ETF worth $1.29M as of Q3 2026.
  • J.M. Arbour sold 10,704 iShares MSCI EAFE Growth ETF shares in Q3 2026, an estimated $438K.
  • iShares MSCI EAFE Growth ETF made up 1.03% of J.M. Arbour's portfolio in Q3 2026, its #24 holding.
  • J.M. Arbour first reported a position in iShares MSCI EAFE Growth ETF in Q1 2026 and has held it in 3 quarters since.
  • J.M. Arbour's iShares MSCI EAFE Growth ETF position peaked at $1.78M in Q2 2026.
  • 954 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2026.

Based on J.M. Arbour's 13F filing for Q3 2026, filed 5 Nov 2026.