National Philanthropic Trust’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

National Philanthropic Trust’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	$533K	Buy	+4,282	New	+$516K	0.01%	297

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

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

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

National Philanthropic Trust's EFG Position: Q2 2026 in Review

National Philanthropic Trust opened a new position in iShares MSCI EAFE Growth ETF (EFG) in Q2 2026: 4,282 shares worth $533K. The stake represents 0.01% of the portfolio and ranks #297 among its holdings.

1,027 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

National Philanthropic Trust held 4,282 shares of iShares MSCI EAFE Growth ETF worth $533K as of Q2 2026.
iShares MSCI EAFE Growth ETF was a new National Philanthropic Trust position in Q2 2026.
iShares MSCI EAFE Growth ETF made up 0.01% of National Philanthropic Trust's portfolio in Q2 2026, its #297 holding.
1,027 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on National Philanthropic Trust's 13F filing for Q2 2026, filed 14 Aug 2026.