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 Q1	$1.55M	Buy	+13,919	New	+$1.64M	1.49%	17

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

J.M. Arbour's EFG Position: Q1 2026 in Review

J.M. Arbour opened a new position in iShares MSCI EAFE Growth ETF (EFG) in Q1 2026: 13,919 shares worth $1.55M. The stake represents 1.49% of the portfolio and ranks #17 among its holdings.

1,011 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

J.M. Arbour held 13,919 shares of iShares MSCI EAFE Growth ETF worth $1.55M as of Q1 2026.
iShares MSCI EAFE Growth ETF was a new J.M. Arbour position in Q1 2026.
iShares MSCI EAFE Growth ETF made up 1.49% of J.M. Arbour's portfolio in Q1 2026, its #17 holding.
1,011 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on J.M. Arbour's 13F filing for Q1 2026, filed 21 Apr 2026.