Luts & Greenleigh Group’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Luts & Greenleigh Group’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	$1.04M	Buy	9,377 +385	+4%	+$45.3K	0.83%	29
2025 Q4	$1.02M	Buy	8,992 +116	+1%	+$13.3K	0.87%	31
2025 Q3	$1.01M	Sell	8,876 -123	-1%	-$13.7K	0.91%	28
2025 Q2	$1.01M	Buy	8,999 +259	+3%	+$27.3K	0.97%	24
2025 Q1	$874K	Hold	8,740	–	–	0.87%	25
2024 Q4	$846K	Buy	8,740 +251	+3%	+$25.5K	0.84%	26
2024 Q3	$914K	Buy	8,489 +152	+2%	+$15.8K	0.88%	24
2024 Q2	$853K	Buy	+8,337	New	+$852K	0.89%	23
2023 Q4	$798K	Buy	8,238 +76	+0.9%	+$6.81K	1.01%	21
2023 Q3	$704K	Buy	8,162 +12	+0.1%	+$1.11K	0.87%	25
2023 Q2	$778K	Buy	8,150 +469	+6%	+$44.6K	0.96%	24
2023 Q1	$720K	Buy	7,681 +856	+13%	+$77K	0.91%	23
2022 Q4	$572K	Buy	+6,825	New	+$552K	0.72%	27

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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 Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Luts & Greenleigh Group's EFG Position: Q1 2026 in Review

Luts & Greenleigh Group increased its iShares MSCI EAFE Growth ETF (EFG) stake by 4.3% in Q1 2026, buying an estimated $45.3K and bringing the position to 9,377 shares worth $1.04M. The position accounts for 0.83% of the portfolio, ranked #29.

Luts & Greenleigh Group first reported a position in EFG in Q4 2022 and has held it in 13 quarters since. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

Luts & Greenleigh Group held 9,377 shares of iShares MSCI EAFE Growth ETF worth $1.04M as of Q1 2026.
Luts & Greenleigh Group bought 385 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $45.3K.
iShares MSCI EAFE Growth ETF made up 0.83% of Luts & Greenleigh Group's portfolio in Q1 2026, its #29 holding.
Luts & Greenleigh Group first reported a position in iShares MSCI EAFE Growth ETF in Q4 2022 and has held it in 13 quarters since.
1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Luts & Greenleigh Group's 13F filing for Q1 2026, filed 5 May 2026.