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Maple Capital Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Maple Capital 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 		$207K Buy
+1,663
New +$201K 0.01% 122
2025
Q4 		– Sell
-1,835
Closed -$209K – 119
2025
Q3 		$209K Sell
1,835
-175
-9% -$19.5K 0.01% 110
2025
Q2 		$225K Buy
+2,010
New +$212K 0.02% 106

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cetera Investment Advisers
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
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Maple Capital Management's EFG Position: Q2 2026 in Review

Maple Capital Management opened a new position in iShares MSCI EAFE Growth ETF (EFG) in Q2 2026: 1,663 shares worth $207K. The stake represents 0.01% of the portfolio and ranks #122 among its holdings. This is a return to the name: Maple Capital Management previously reported a position in EFG as recently as Q3 2025.

Maple Capital Management first reported a position in EFG in Q2 2025 and has held it in 3 quarters since. The position peaked at $225K in Q2 2025. 1,056 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Maple Capital Management held 1,663 shares of iShares MSCI EAFE Growth ETF worth $207K as of Q2 2026.
  • iShares MSCI EAFE Growth ETF was a new Maple Capital Management position in Q2 2026.
  • iShares MSCI EAFE Growth ETF made up 0.01% of Maple Capital Management's portfolio in Q2 2026, its #122 holding.
  • Maple Capital Management first reported a position in iShares MSCI EAFE Growth ETF in Q2 2025 and has held it in 3 quarters since.
  • Maple Capital Management's iShares MSCI EAFE Growth ETF position peaked at $225K in Q2 2025.
  • 1,056 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Maple Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.