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LMCG Investments’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

LMCG Investments’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 		$927K Buy
7,448
+490
+7% +$59.1K 0.05% 173
2026
Q1 		$775K Buy
6,958
+495
+8% +$58.2K 0.05% 169
2025
Q4 		$736K Buy
6,463
+115
+2% +$13.2K 0.04% 169
2025
Q3 		$723K Sell
6,348
-596
-9% -$66.4K 0.04% 171
2025
Q2 		$778K Sell
6,944
-883
-11% -$93.1K 0.05% 174
2025
Q1 		$783K Buy
7,827
+654
+9% +$66.7K 0.05% 178
2024
Q4 		$695K Sell
7,173
-1,073
-13% -$109K 0.04% 183
2024
Q3 		$888K Buy
8,246
+533
+7% +$55.3K 0.05% 162
2024
Q2 		$789K Buy
7,713
+987
+15% +$101K 0.05% 211
2024
Q1 		$698K Sell
6,726
-441
-6% -$43.9K 0.04% 236
2023
Q4 		$694K Sell
7,167
-8
-0.1% -$717 0.04% 246
2023
Q3 		$619K Buy
7,175
+383
+6% +$35.3K 0.04% 248
2023
Q2 		$648K Buy
6,792
+732
+12% +$69.6K 0.04% 242
2023
Q1 		$568K Buy
6,060
+1,041
+21% +$93.6K 0.04% 246
2022
Q4 		$420K Buy
5,019
+38
+0.8% +$3.07K 0.03% 270
2022
Q3 		$361K Buy
4,981
+203
+4% +$16.6K 0.03% 290
2022
Q2 		$385K Buy
4,778
+1,061
+29% +$92.1K 0.03% 285
2022
Q1 		$358K Buy
+3,717
New +$365K 0.02% 295

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
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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JC
JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return

LMCG Investments's EFG Position: Q2 2026 in Review

LMCG Investments increased its iShares MSCI EAFE Growth ETF (EFG) stake by 7% in Q2 2026, buying an estimated $59.1K and bringing the position to 7,448 shares worth $927K. The position accounts for 0.05% of the portfolio, ranked #173.

LMCG Investments first reported a position in EFG in Q1 2022 and has held it in 18 quarters since. 724 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • LMCG Investments held 7,448 shares of iShares MSCI EAFE Growth ETF worth $927K as of Q2 2026.
  • LMCG Investments bought 490 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $59.1K.
  • iShares MSCI EAFE Growth ETF made up 0.05% of LMCG Investments's portfolio in Q2 2026, its #173 holding.
  • LMCG Investments first reported a position in iShares MSCI EAFE Growth ETF in Q1 2022 and has held it in 18 quarters since.
  • 724 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on LMCG Investments's 13F filing for Q2 2026, filed 22 Jul 2026.