Palisade Asset Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Palisade Asset 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 Q2	$956K	Hold	7,684	–	–	0.09%	125
2026 Q1	$856K	Hold	7,684	–	–	0.09%	124
2025 Q4	$875K	Hold	7,684	–	–	0.09%	121
2025 Q3	$875K	Sell	7,684 -5	-0.1%	-$557	0.08%	123
2025 Q2	$861K	Sell	7,689 -171	-2%	-$18K	0.09%	123
2025 Q1	$786K	Sell	7,860 -171	-2%	-$17.4K	0.08%	127
2024 Q4	$778K	Sell	8,031 -1	-0%	-$102	0.08%	127
2024 Q3	$865K	Hold	8,032	–	–	0.08%	126
2024 Q2	$822K	Hold	8,032	–	–	0.09%	127
2024 Q1	$834K	Sell	8,032 -5,535	-41%	-$551K	0.08%	130
2023 Q4	$1.31M	Hold	13,567	–	–	0.14%	104
2023 Q3	$1.17M	Hold	13,567	–	–	0.14%	107
2023 Q2	$1.29M	Hold	13,567	–	–	0.15%	107
2023 Q1	$1.27M	Hold	13,567	–	–	0.16%	102
2022 Q4	$1.14M	Hold	13,567	–	–	0.13%	115
2022 Q3	$984K	Hold	13,567	–	–	0.13%	110
2022 Q2	$1.09M	Hold	13,567	–	–	0.14%	105
2022 Q1	$1.31M	Hold	13,567	–	–	0.15%	103
2021 Q4	$1.5M	Hold	13,567	–	–	0.17%	97
2021 Q3	$1.44M	Hold	13,567	–	–	0.18%	97
2021 Q2	$1.46M	Sell	13,567 -162	-1%	-$17.2K	0.17%	94
2021 Q1	$1.38M	Hold	13,729	–	–	0.18%	94
2020 Q4	$1.39M	Hold	13,729	–	–	0.19%	92
2020 Q3	$1.23M	Hold	13,729	–	–	0.19%	90
2020 Q2	$1.14M	Hold	13,729	–	–	0.18%	92
2020 Q1	$976K	Hold	13,729	–	–	0.18%	89
2019 Q4	$1.19M	Sell	13,729 -11,066	-45%	-$923K	0.17%	96
2019 Q3	$2M	Hold	24,795	–	–	0.3%	73
2019 Q2	$2M	Hold	24,795	–	–	0.31%	73
2019 Q1	$1.92M	Hold	24,795	–	–	0.3%	75
2018 Q4	$1.71M	Hold	24,795	–	–	0.25%	75
2018 Q3	$1.99M	Sell	24,795 -50	-0.2%	-$3.99K	0.26%	71
2018 Q2	$1.96M	Buy	24,845 +50	+0.2%	+$4.05K	0.28%	70
2018 Q1	$1.99M	Sell	24,795 -50	-0.2%	-$4.08K	0.3%	68
2017 Q4	$2.01M	Buy	+24,845	New	+$1.97M	0.32%	69

Other funds holding EFG

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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

FSWA

Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

WFPG

Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

Palisade Asset Management's EFG Position: Q2 2026 in Review

Palisade Asset Management held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q2 2026 at 7,684 shares worth $956K. The position accounts for 0.09% of the portfolio, ranked #125.

Palisade Asset Management first reported a position in EFG in Q4 2017 and has held it in 35 quarters since. The position peaked at $2.01M in Q4 2017. 336 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Palisade Asset Management held 7,684 shares of iShares MSCI EAFE Growth ETF worth $956K as of Q2 2026.
Palisade Asset Management left its iShares MSCI EAFE Growth ETF share count unchanged in Q2 2026.
iShares MSCI EAFE Growth ETF made up 0.09% of Palisade Asset Management's portfolio in Q2 2026, its #125 holding.
Palisade Asset Management first reported a position in iShares MSCI EAFE Growth ETF in Q4 2017 and has held it in 35 quarters since.
Palisade Asset Management's iShares MSCI EAFE Growth ETF position peaked at $2.01M in Q4 2017.
336 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Palisade Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.