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Jaffetilchin Investment Partners’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Jaffetilchin Investment Partners’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 		$363K Buy
3,257
+19
+0.6% +$2.23K 0.02% 325
2025
Q4 		$369K Buy
3,238
+61
+2% +$6.99K 0.02% 319
2025
Q3 		$362K Buy
3,177
+12
+0.4% +$1.34K 0.02% 319
2025
Q2 		$354K Sell
3,165
-10
-0.3% -$1.05K 0.02% 311
2025
Q1 		$317K Buy
3,175
+232
+8% +$23.6K 0.02% 315
2024
Q4 		$285K Buy
2,943
+46
+2% +$4.67K 0.02% 321
2024
Q3 		$312K Hold
2,897
– – 0.02% 290
2024
Q2 		$296K Buy
2,897
+21
+0.7% +$2.15K 0.03% 282
2024
Q1 		$299K Buy
2,876
+47
+2% +$4.68K 0.03% 290
2023
Q4 		$274K Buy
2,829
+6
+0.2% +$538 0.03% 291
2023
Q3 		$244K Hold
2,823
– – 0.03% 294
2023
Q2 		$269K Buy
2,823
+23
+0.8% +$2.19K 0.03% 302
2023
Q1 		$262K Hold
2,800
– – 0.03% 303
2022
Q4 		$235K Sell
2,800
-1,478
-35% -$119K 0.03% 316
2022
Q3 		$310K Sell
4,278
-26
-0.6% -$2.12K 0.04% 241
2022
Q2 		$346K Buy
4,304
+18
+0.4% +$1.56K 0.04% 237
2022
Q1 		$353K Buy
4,286
+1
+0% +$98 0.04% 245
2021
Q4 		$473K Buy
4,285
+13
+0.3% +$1.42K 0.04% 224
2021
Q3 		$455K Sell
4,272
-4,207
-50% -$463K 0.05% 212
2021
Q2 		$883K Buy
8,479
+4,229
+100% +$449K 0.06% 185
2021
Q1 		$427K Buy
4,250
+43
+1% +$4.37K 0.05% 218
2020
Q4 		$425K Buy
4,207
+153
+4% +$14.5K 0.06% 181
2020
Q3 		$364K Hold
4,054
– – 0.07% 170
2020
Q2 		$337K Buy
+4,054
New +$317K 0.07% 162

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
JP Morgan Chase
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
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
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Jaffetilchin Investment Partners's EFG Position: Q1 2026 in Review

Jaffetilchin Investment Partners increased its iShares MSCI EAFE Growth ETF (EFG) stake by 0.59% in Q1 2026, buying an estimated $2.23K and bringing the position to 3,257 shares worth $363K. The position accounts for 0.02% of the portfolio, ranked #325.

Jaffetilchin Investment Partners first reported a position in EFG in Q2 2020 and has held it in 24 quarters since. The position peaked at $883K in Q2 2021. 1,010 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

  • Jaffetilchin Investment Partners held 3,257 shares of iShares MSCI EAFE Growth ETF worth $363K as of Q1 2026.
  • Jaffetilchin Investment Partners bought 19 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $2.23K.
  • iShares MSCI EAFE Growth ETF made up 0.02% of Jaffetilchin Investment Partners's portfolio in Q1 2026, its #325 holding.
  • Jaffetilchin Investment Partners first reported a position in iShares MSCI EAFE Growth ETF in Q2 2020 and has held it in 24 quarters since.
  • Jaffetilchin Investment Partners's iShares MSCI EAFE Growth ETF position peaked at $883K in Q2 2021.
  • 1,010 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Jaffetilchin Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.