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Lowe Brockenbrough & Co’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Lowe Brockenbrough & 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
Q1 		$54.2K Hold
487
– – ﹤0.01% 296
2025
Q4 		$55.5K Hold
487
– – ﹤0.01% 296
2025
Q3 		$55.5K Hold
487
– – ﹤0.01% 303
2025
Q2 		$54.5K Buy
+487
New +$51.4K ﹤0.01% 293

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 $12.8B AUM 19.38% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

Lowe Brockenbrough & Co's EFG Position: Q1 2026 in Review

Lowe Brockenbrough & Co held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q1 2026 at 487 shares worth $54.2K. The position accounts for ﹤0.01% of the portfolio, ranked #296.

Lowe Brockenbrough & Co first reported a position in EFG in Q2 2025 and has held it in 4 quarters since. The position peaked at $55.5K in Q4 2025. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

  • Lowe Brockenbrough & Co held 487 shares of iShares MSCI EAFE Growth ETF worth $54.2K as of Q1 2026.
  • Lowe Brockenbrough & Co left its iShares MSCI EAFE Growth ETF share count unchanged in Q1 2026.
  • iShares MSCI EAFE Growth ETF made up ﹤0.01% of Lowe Brockenbrough & Co's portfolio in Q1 2026, its #296 holding.
  • Lowe Brockenbrough & Co first reported a position in iShares MSCI EAFE Growth ETF in Q2 2025 and has held it in 4 quarters since.
  • Lowe Brockenbrough & Co's iShares MSCI EAFE Growth ETF position peaked at $55.5K in Q4 2025.
  • 1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Lowe Brockenbrough & Co's 13F filing for Q1 2026, filed 7 May 2026.