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 Q3	$456K	Buy	11,424 +1,269	+12%	+$51.9K	0.02%	602
2026 Q2	$421K	Buy	+10,155	New	+$408K	0.02%	619
2025 Q3	–	Sell	-5,781	Closed	-$216K	–	920
2025 Q2	$216K	Buy	+5,781	New	+$203K	0.01%	777
2022 Q2	–	Sell	-8,739	Closed	-$280K	–	849
2022 Q1	$280K	Sell	8,739 -606	-6%	-$19.9K	0.02%	647
2021 Q4	$344K	Sell	9,345 -234	-2%	-$8.54K	0.02%	576
2021 Q3	$341K	Buy	9,579 +510	+6%	+$18.7K	0.02%	557
2021 Q2	$324K	Buy	9,069 +387	+4%	+$13.7K	0.02%	542
2021 Q1	$292K	Buy	+8,682	New	+$294K	0.02%	546

Other funds holding EFG

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

Financial Synergies Wealth Advisors Houston, Texas $1.22B AUM 22.8% 1-Year Est. Return

Baker Avenue Asset Management San Francisco, California $5.35B AUM 26.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Moors & Cabot's EFG Position: Q3 2026 in Review

Moors & Cabot increased its iShares MSCI EAFE Growth ETF (EFG) stake by 12% in Q3 2026, buying an estimated $51.9K and bringing the position to 11,424 shares worth $456K. The position accounts for 0.02% of the portfolio, ranked #602.

Moors & Cabot first reported a position in EFG in Q1 2021 and has held it in 8 quarters since. 657 funds tracked by Wall St. Rank hold EFG as of Q3 2026.

Moors & Cabot held 11,424 shares of iShares MSCI EAFE Growth ETF worth $456K as of Q3 2026.
Moors & Cabot bought 1,269 iShares MSCI EAFE Growth ETF shares in Q3 2026, an estimated $51.9K.
iShares MSCI EAFE Growth ETF made up 0.02% of Moors & Cabot's portfolio in Q3 2026, its #602 holding.
Moors & Cabot first reported a position in iShares MSCI EAFE Growth ETF in Q1 2021 and has held it in 8 quarters since.
657 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2026.

Based on Moors & Cabot's 13F filing for Q3 2026, filed 6 Nov 2026.