Newbridge Financial Services Group’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Newbridge Financial Services Group’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	$4.36K	Hold	35	–	–	﹤0.01%	984
2026 Q1	$3.9K	Hold	35	–	–	﹤0.01%	950
2025 Q4	$3.99K	Hold	35	–	–	﹤0.01%	931
2025 Q3	$3.99K	Sell	35 -6	-15%	-$669	﹤0.01%	1061
2025 Q2	$4.59K	Buy	41 +30	+273%	+$3.17K	﹤0.01%	1038
2025 Q1	$1.1K	Hold	11	–	–	﹤0.01%	940
2024 Q4	$1.06K	Buy	+11	New	+$1.12K	﹤0.01%	1014
2024 Q3	–	Sell	-11	Closed	-$1.13K	–	771
2024 Q2	$1.13K	Sell	11 -5	-31%	-$511	﹤0.01%	990
2024 Q1	$1.66K	Buy	16 +5	+45%	+$498	﹤0.01%	1011
2023 Q4	$1.06K	Sell	11 -658	-98%	-$59K	﹤0.01%	1013
2023 Q3	$57.8K	Hold	669	–	–	0.03%	385
2023 Q2	$63.9K	Buy	669 +2	+0.3%	+$190	0.03%	401
2023 Q1	$62.5K	Hold	667	–	–	0.03%	410
2022 Q4	$55.9K	Hold	667	–	–	0.03%	434
2022 Q3	$48K	Hold	667	–	–	0.03%	463
2022 Q2	$54K	Sell	667 -41	-6%	-$3.56K	0.03%	392
2022 Q1	$68K	Sell	708 -456	-39%	-$44.8K	0.03%	396
2021 Q4	$128K	Buy	1,164 +106	+10%	+$11.6K	0.06%	259
2021 Q3	$113K	Buy	1,058 +1,035	+4,500%	+$114K	0.07%	253
2021 Q2	$2K	Hold	23	–	–	﹤0.01%	1269
2021 Q1	$2K	Buy	+23	New	+$2.34K	﹤0.01%	1167

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

Newbridge Financial Services Group's EFG Position: Q2 2026 in Review

Newbridge Financial Services Group held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q2 2026 at 35 shares worth $4.36K. The position accounts for ﹤0.01% of the portfolio, ranked #984.

Newbridge Financial Services Group first reported a position in EFG in Q1 2021 and has held it in 21 quarters since. The position peaked at $128K in Q4 2021. 1,056 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Newbridge Financial Services Group held 35 shares of iShares MSCI EAFE Growth ETF worth $4.36K as of Q2 2026.
Newbridge Financial Services Group left its iShares MSCI EAFE Growth ETF share count unchanged in Q2 2026.
iShares MSCI EAFE Growth ETF made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #984 holding.
Newbridge Financial Services Group first reported a position in iShares MSCI EAFE Growth ETF in Q1 2021 and has held it in 21 quarters since.
Newbridge Financial Services Group's iShares MSCI EAFE Growth ETF position peaked at $128K in Q4 2021.
1,056 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.