Janney Montgomery Scott
EFG icon

Janney Montgomery Scott’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Janney Montgomery Scott’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 		$127M Buy
1,140,998
+996,633
+690% +$117M 0.31% 65
2025
Q4 		$16.4M Sell
144,365
-62,716
-30% -$7.19M 0.04% 433
2025
Q3 		$23.6M Sell
207,081
-722,129
-78% -$80.5M 0.06% 328
2025
Q2 		$104M Buy
929,210
+5,963
+0.6% +$629K 0.27% 80
2025
Q1 		$92.3M Sell
923,247
-727,944
-44% -$74.2M 0.26% 79
2024
Q4 		$160M Buy
1,651,191
+260,304
+19% +$26.5M 0.44% 43
2024
Q3 		$150M Sell
1,390,887
-103,478
-7% -$10.7M 0.42% 50
2024
Q2 		$153M Buy
1,494,365
+552,925
+59% +$56.5M 0.47% 43
2024
Q1 		$97.7M Buy
941,440
+45,818
+5% +$4.56M 0.29% 67
2023
Q4 		$86.7M Sell
895,622
-429,041
-32% -$38.4M 0.28% 63
2023
Q3 		$114M Sell
1,324,663
-317,036
-19% -$29.2M 0.43% 51
2023
Q2 		$157M Sell
1,641,699
-6,609
-0.4% -$629K 0.55% 33
2023
Q1 		$154M Buy
1,648,308
+416,502
+34% +$37.5M 0.63% 28
2022
Q4 		$103M Sell
1,231,806
-98,326
-7% -$7.95M 0.4% 50
2022
Q3 		$96.5M Buy
1,330,132
+383,541
+41% +$31.3M 0.41% 50
2022
Q2 		$76.2M Sell
946,591
-1,009
-0.1% -$87.6K 0.34% 70
2022
Q1 		$91.2M Sell
947,600
-663,807
-41% -$65.3M 0.39% 54
2021
Q4 		$178M Buy
1,611,407
+26,246
+2% +$2.87M 0.69% 23
2021
Q3 		$169M Buy
1,585,161
+393,111
+33% +$43.3M 0.72% 21
2021
Q2 		$128M Buy
1,192,050
+34,144
+3% +$3.63M 0.56% 29
2021
Q1 		$116M Sell
1,157,906
-239,395
-17% -$24.3M 0.57% 33
2020
Q4 		$141M Sell
1,397,301
-59,171
-4% -$5.6M 0.68% 24
2020
Q3 		$131M Buy
1,456,472
+77,457
+6% +$6.86M 0.75% 22
2020
Q2 		$115M Buy
1,379,015
+1,190,171
+630% +$92.9M 0.72% 22
2020
Q1 		$13.4M Sell
188,844
-42,705
-18% -$3.46M 0.11% 211
2019
Q4 		$20M Sell
231,549
-6,203
-3% -$518K 0.13% 180
2019
Q3 		$19.1M Sell
237,752
-7,461
-3% -$597K 0.14% 174
2019
Q2 		$19.8M Sell
245,213
-3,922
-2% -$310K 0.15% 154
2019
Q1 		$19.3M Sell
249,135
-4,592
-2% -$341K 0.16% 150
2018
Q4 		$17.5M Sell
253,727
-2,032
-0.8% -$148K 0.17% 138
2018
Q3 		$20.5M Buy
255,759
+54,758
+27% +$4.37M 0.18% 126
2018
Q2 		$15.8M Buy
201,001
+5,156
+3% +$418K 0.15% 150
2018
Q1 		$15.7M Sell
195,845
-93,993
-32% -$7.67M 0.16% 142
2017
Q4 		$23.4M Buy
289,838
+2,526
+0.9% +$200K 0.24% 93
2017
Q3 		$22.2M Buy
287,312
+18,340
+7% +$1.39M 0.25% 91
2017
Q2 		$19.9M Buy
268,972
+36,632
+16% +$2.68M 0.25% 91
2017
Q1 		$16.1M Buy
232,340
+54,547
+31% +$3.65M 0.22% 108
2016
Q4 		$11.3M Buy
+177,793
New +$11.5M 0.17% 135
2016
Q2 		– Sell
-4,975
Closed -$327K – 804
2016
Q1 		$327K Buy
+4,975
New +$315K 0.01% 924
2015
Q1 		– Sell
-17,602
Closed -$1.16M – 2399
2014
Q4 		$1.16M Buy
+17,602
New +$1.18M 0.02% 794

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

Janney Montgomery Scott's EFG Position: Q1 2026 in Review

Janney Montgomery Scott increased its iShares MSCI EAFE Growth ETF (EFG) stake by 690% in Q1 2026, buying an estimated $117M and bringing the position to 1,140,998 shares worth $127M. The position accounts for 0.31% of the portfolio, ranked #65.

Janney Montgomery Scott first reported a position in EFG in Q4 2014 and has held it in 40 quarters since. The position peaked at $178M in Q4 2021. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

  • Janney Montgomery Scott held 1,140,998 shares of iShares MSCI EAFE Growth ETF worth $127M as of Q1 2026.
  • Janney Montgomery Scott bought 996,633 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $117M.
  • iShares MSCI EAFE Growth ETF made up 0.31% of Janney Montgomery Scott's portfolio in Q1 2026, its #65 holding.
  • Janney Montgomery Scott first reported a position in iShares MSCI EAFE Growth ETF in Q4 2014 and has held it in 40 quarters since.
  • Janney Montgomery Scott's iShares MSCI EAFE Growth ETF position peaked at $178M in Q4 2021.
  • 1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.