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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
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Moors & Cabot's EFG Position: Q3 2025 in Review

Moors & Cabot sold out of iShares MSCI EAFE Growth ETF (EFG) in Q3 2025, closing a stake of 1,927 shares — an estimated $216K sold.

Moors & Cabot first reported a position in EFG in Q1 2021 and held it in 6 quarters. The position peaked at $344K in Q4 2021. 975 funds tracked by Wall St. Rank hold EFG as of Q3 2025.

  • Moors & Cabot reported no remaining iShares MSCI EAFE Growth ETF position as of Q3 2025 after selling out during the quarter.
  • Moors & Cabot sold 1,927 iShares MSCI EAFE Growth ETF shares in Q3 2025, an estimated $216K.
  • Moors & Cabot first reported a position in iShares MSCI EAFE Growth ETF in Q1 2021 and held it in 6 quarters.
  • Moors & Cabot's iShares MSCI EAFE Growth ETF position peaked at $344K in Q4 2021.
  • 975 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2025.

Based on Moors & Cabot's 13F filing for Q3 2025, filed 14 Nov 2025.