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Macroview Investment Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Macroview Investment 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
Q1 		– Sell
-7,011
Closed -$799K – 103
2025
Q4 		$799K Buy
7,011
+47
+0.7% +$5.39K 0.55% 46
2025
Q3 		$793K Sell
6,964
-46
-0.7% -$5.13K 0.59% 41
2025
Q2 		$785K Buy
7,010
+205
+3% +$21.6K 0.64% 40
2025
Q1 		$680K Sell
6,805
-619
-8% -$63.1K 0.64% 39
2024
Q4 		$719K Buy
7,424
+197
+3% +$20K 0.72% 36
2024
Q3 		$778K Sell
7,227
-776
-10% -$80.5K 0.76% 33
2024
Q2 		$819K Sell
8,003
-985
-11% -$101K 0.87% 31
2024
Q1 		$933K Sell
8,988
-1,228
-12% -$122K 1.03% 32
2023
Q4 		$989K Sell
10,216
-135
-1% -$12.1K 1.17% 29
2023
Q3 		$893K Sell
10,351
-247
-2% -$22.8K 1.19% 27
2023
Q2 		$1.01M Buy
10,598
+90
+0.9% +$8.56K 1.55% 25
2023
Q1 		$984K Sell
10,508
-280
-3% -$25.2K 1.58% 24
2022
Q4 		$904K Buy
10,788
+43
+0.4% +$3.48K 1.55% 22
2022
Q3 		$780K Sell
10,745
-4,489
-29% -$366K 1.42% 24
2022
Q2 		$1.23M Buy
15,234
+3,253
+27% +$282K 2% 18
2022
Q1 		$1.15M Sell
11,981
-1,646
-12% -$162K 1.65% 19
2021
Q4 		$1.5M Sell
13,627
-1,287
-9% -$141K 1.92% 19
2021
Q3 		$1.59M Sell
14,914
-9,557
-39% -$1.05M 2.05% 17
2021
Q2 		$2.63M Buy
24,471
+895
+4% +$95.1K 3.52% 8
2021
Q1 		$2.37M Buy
23,576
+238
+1% +$24.2K 3.39% 11
2020
Q4 		$2.35M Buy
23,338
+5,716
+32% +$541K 3.5% 9
2020
Q3 		$1.58M Buy
17,622
+1,877
+12% +$166K 2.71% 10
2020
Q2 		$1.31M Buy
+15,745
New +$1.23M 2.77% 12

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 $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Macroview Investment Management's EFG Position: Q1 2026 in Review

Macroview Investment Management sold out of iShares MSCI EAFE Growth ETF (EFG) in Q1 2026, closing a stake of 7,011 shares — an estimated $799K sold.

Macroview Investment Management first reported a position in EFG in Q2 2020 and held it in 23 quarters. The position peaked at $2.63M in Q2 2021. 1,010 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

  • Macroview Investment Management reported no remaining iShares MSCI EAFE Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Macroview Investment Management sold 7,011 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $799K.
  • Macroview Investment Management first reported a position in iShares MSCI EAFE Growth ETF in Q2 2020 and held it in 23 quarters.
  • Macroview Investment Management's iShares MSCI EAFE Growth ETF position peaked at $2.63M in Q2 2021.
  • 1,010 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Macroview Investment Management's 13F filing for Q1 2026, filed 8 May 2026.