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Osbon Capital Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Osbon Capital Management’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 		$184K Sell
1,656
-57
-3% -$6.7K 0.15% 75
2025
Q4 		$195K Buy
+1,713
New +$196K 0.18% 64

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
JP Morgan Chase
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
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
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Osbon Capital Management's EFG Position: Q1 2026 in Review

Osbon Capital Management reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 3.3% in Q1 2026, selling an estimated $6.7K and leaving 1,656 shares worth $184K. The position accounts for 0.15% of the portfolio, ranked #75.

Osbon Capital Management first reported a position in EFG in Q4 2025 and has held it in 2 quarters since. The position peaked at $195K in Q4 2025. 1,010 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

  • Osbon Capital Management held 1,656 shares of iShares MSCI EAFE Growth ETF worth $184K as of Q1 2026.
  • Osbon Capital Management sold 57 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $6.7K.
  • iShares MSCI EAFE Growth ETF made up 0.15% of Osbon Capital Management's portfolio in Q1 2026, its #75 holding.
  • Osbon Capital Management first reported a position in iShares MSCI EAFE Growth ETF in Q4 2025 and has held it in 2 quarters since.
  • Osbon Capital Management's iShares MSCI EAFE Growth ETF position peaked at $195K in Q4 2025.
  • 1,010 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Osbon Capital Management's 13F filing for Q1 2026, filed 15 May 2026.