NorthLanding Financial Partners’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

NorthLanding Financial Partners’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 Q1	$212K	Hold	1,900	–	–	0.17%	40
2025 Q4	$216K	Hold	1,900	–	–	0.17%	40
2025 Q3	$216K	Hold	1,900	–	–	0.18%	42
2025 Q2	$213K	Buy	+1,900	New	+$200K	0.19%	39
2024 Q4	–	Sell	-1,900	Closed	-$205K	–	36
2024 Q3	$205K	Buy	+1,900	New	+$197K	0.2%	35
2023 Q2	–	Sell	-3,354	Closed	-$314K	–	39
2023 Q1	$314K	Sell	3,354 -38	-1%	-$3.42K	0.22%	52
2022 Q4	$284K	Buy	+3,392	New	+$274K	0.2%	53

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

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

NorthLanding Financial Partners's EFG Position: Q1 2026 in Review

NorthLanding Financial Partners held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q1 2026 at 1,900 shares worth $212K. The position accounts for 0.17% of the portfolio, ranked #40.

NorthLanding Financial Partners first reported a position in EFG in Q4 2022 and has held it in 7 quarters since. The position peaked at $314K in Q1 2023. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

NorthLanding Financial Partners held 1,900 shares of iShares MSCI EAFE Growth ETF worth $212K as of Q1 2026.
NorthLanding Financial Partners left its iShares MSCI EAFE Growth ETF share count unchanged in Q1 2026.
iShares MSCI EAFE Growth ETF made up 0.17% of NorthLanding Financial Partners's portfolio in Q1 2026, its #40 holding.
NorthLanding Financial Partners first reported a position in iShares MSCI EAFE Growth ETF in Q4 2022 and has held it in 7 quarters since.
NorthLanding Financial Partners's iShares MSCI EAFE Growth ETF position peaked at $314K in Q1 2023.
1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on NorthLanding Financial Partners's 13F filing for Q1 2026, filed 27 Apr 2026.