Moors & Cabot’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Moors & Cabot’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	$421K	Buy	+3,385	New	+$408K	0.02%	619
2025 Q3	–	Sell	-1,927	Closed	-$216K	–	920
2025 Q2	$216K	Buy	+1,927	New	+$203K	0.01%	777
2022 Q2	–	Sell	-2,913	Closed	-$280K	–	849
2022 Q1	$280K	Sell	2,913 -202	-6%	-$19.9K	0.02%	647
2021 Q4	$344K	Sell	3,115 -78	-2%	-$8.54K	0.02%	576
2021 Q3	$341K	Buy	3,193 +170	+6%	+$18.7K	0.02%	557
2021 Q2	$324K	Buy	3,023 +129	+4%	+$13.7K	0.02%	542
2021 Q1	$292K	Buy	+2,894	New	+$294K	0.02%	546

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

Moors & Cabot's EFG Position: Q2 2026 in Review

Moors & Cabot opened a new position in iShares MSCI EAFE Growth ETF (EFG) in Q2 2026: 3,385 shares worth $421K. The stake represents 0.02% of the portfolio and ranks #619 among its holdings. This is a return to the name: Moors & Cabot previously reported a position in EFG as recently as Q2 2025.

Moors & Cabot first reported a position in EFG in Q1 2021 and has held it in 7 quarters since. 1,062 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Moors & Cabot held 3,385 shares of iShares MSCI EAFE Growth ETF worth $421K as of Q2 2026.
iShares MSCI EAFE Growth ETF was a new Moors & Cabot position in Q2 2026.
iShares MSCI EAFE Growth ETF made up 0.02% of Moors & Cabot's portfolio in Q2 2026, its #619 holding.
Moors & Cabot first reported a position in iShares MSCI EAFE Growth ETF in Q1 2021 and has held it in 7 quarters since.
1,062 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Moors & Cabot's 13F filing for Q2 2026, filed 10 Aug 2026.