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Lane Brothers & Co’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Lane Brothers & Co’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
Q2 		$317K Sell
2,551
-142
-5% -$17.1K 0.21% 65
2026
Q1 		$300K Sell
2,693
-229
-8% -$26.9K 0.22% 60
2025
Q4 		$333K Buy
+2,922
New +$335K 0.24% 54

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Lane Brothers & Co's EFG Position: Q2 2026 in Review

Lane Brothers & Co reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 5.3% in Q2 2026, selling an estimated $17.1K and leaving 2,551 shares worth $317K. The position accounts for 0.21% of the portfolio, ranked #65.

Lane Brothers & Co first reported a position in EFG in Q4 2025 and has held it in 3 quarters since. The position peaked at $333K in Q4 2025. 1,053 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Lane Brothers & Co held 2,551 shares of iShares MSCI EAFE Growth ETF worth $317K as of Q2 2026.
  • Lane Brothers & Co sold 142 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $17.1K.
  • iShares MSCI EAFE Growth ETF made up 0.21% of Lane Brothers & Co's portfolio in Q2 2026, its #65 holding.
  • Lane Brothers & Co first reported a position in iShares MSCI EAFE Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • Lane Brothers & Co's iShares MSCI EAFE Growth ETF position peaked at $333K in Q4 2025.
  • 1,053 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Lane Brothers & Co's 13F filing for Q2 2026, filed 5 Aug 2026.