Lodestar Private Asset Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Lodestar Private Asset Management’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	$8.13M	Sell	65,325 -3,025	-4%	-$365K	0.7%	38
2026 Q1	$7.61M	Sell	68,350 -11,199	-14%	-$1.32M	0.75%	38
2025 Q4	$9.06M	Sell	79,549 -33,390	-30%	-$3.83M	0.91%	32
2025 Q3	$12.9M	Buy	112,939 +9,712	+9%	+$1.08M	1.34%	22
2025 Q2	$11.6M	Buy	103,227 +14,665	+17%	+$1.55M	1.33%	24
2025 Q1	$8.86M	Buy	88,562 +1,664	+2%	+$170K	1.11%	29
2024 Q4	$8.41M	Buy	86,898 +3,749	+5%	+$381K	1.05%	30
2024 Q3	$8.95M	Buy	83,149 +6,752	+9%	+$701K	1.14%	29
2024 Q2	$7.82M	Buy	76,397 +7,981	+12%	+$816K	1.08%	30
2024 Q1	$7.1M	Buy	68,416 +6,185	+10%	+$616K	1.01%	31
2023 Q4	$6.03M	Buy	62,231 +8,196	+15%	+$734K	0.92%	34
2023 Q3	$4.66M	Buy	54,035 +15,519	+40%	+$1.43M	0.8%	37
2023 Q2	$3.67M	Buy	38,516 +6,669	+21%	+$634K	0.62%	41
2023 Q1	$2.98M	Buy	31,847 +3,349	+12%	+$301K	0.53%	45
2022 Q4	$2.39M	Buy	+28,498	New	+$2.3M	0.46%	53

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 $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 New York $1.81T AUM 41.13% 1-Year Est. Return

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 Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Lodestar Private Asset Management's EFG Position: Q2 2026 in Review

Lodestar Private Asset Management reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 4.4% in Q2 2026, selling an estimated $365K and leaving 65,325 shares worth $8.13M. The position accounts for 0.7% of the portfolio, ranked #38.

Lodestar Private Asset Management first reported a position in EFG in Q4 2022 and has held it in 15 quarters since. The position peaked at $12.9M in Q3 2025. 1,060 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Lodestar Private Asset Management held 65,325 shares of iShares MSCI EAFE Growth ETF worth $8.13M as of Q2 2026.
Lodestar Private Asset Management sold 3,025 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $365K.
iShares MSCI EAFE Growth ETF made up 0.7% of Lodestar Private Asset Management's portfolio in Q2 2026, its #38 holding.
Lodestar Private Asset Management first reported a position in iShares MSCI EAFE Growth ETF in Q4 2022 and has held it in 15 quarters since.
Lodestar Private Asset Management's iShares MSCI EAFE Growth ETF position peaked at $12.9M in Q3 2025.
1,060 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Lodestar Private Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.