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 Q2	–	Sell	-487	Closed	-$54.2K	–	344
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 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

Lowe Brockenbrough & Co's EFG Position: Q2 2026 in Review

Lowe Brockenbrough & Co sold out of iShares MSCI EAFE Growth ETF (EFG) in Q2 2026, closing a stake of 487 shares — an estimated $54.2K sold.

Lowe Brockenbrough & Co first reported a position in EFG in Q2 2025 and held it in 4 quarters. The position peaked at $55.5K in Q4 2025. 1,060 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Lowe Brockenbrough & Co reported no remaining iShares MSCI EAFE Growth ETF position as of Q2 2026 after selling out during the quarter.
Lowe Brockenbrough & Co sold 487 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $54.2K.
Lowe Brockenbrough & Co first reported a position in iShares MSCI EAFE Growth ETF in Q2 2025 and held it in 4 quarters.
Lowe Brockenbrough & Co's iShares MSCI EAFE Growth ETF position peaked at $55.5K in Q4 2025.
1,060 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Lowe Brockenbrough & Co's 13F filing for Q2 2026, filed 3 Aug 2026.