Pallas Capital Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Pallas Capital Advisors’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	–	Sell	-5,771	Closed	-$657K	–	890
2025 Q4	$657K	Hold	5,771	–	–	0.02%	462
2025 Q3	$657K	Buy	5,771 +439	+8%	+$48.9K	0.02%	445
2025 Q2	$597K	Sell	5,332 -323	-6%	-$34.1K	0.02%	445
2025 Q1	$566K	Sell	5,655 -485	-8%	-$49.4K	0.02%	434
2024 Q4	$595K	Buy	6,140 +437	+8%	+$44.4K	0.03%	334
2024 Q3	$585K	Sell	5,703 -4,219	-43%	-$438K	0.03%	325
2024 Q2	$1.02M	Sell	9,922 -110	-1%	-$11.2K	0.05%	208
2024 Q1	$1.04M	Sell	10,032 -3,023	-23%	-$301K	0.04%	208
2023 Q4	$1.26M	Sell	13,055 -32,993	-72%	-$2.96M	0.07%	183
2023 Q3	$3.85M	Buy	46,048 +11,121	+32%	+$1.03M	0.23%	87
2023 Q2	$3.39M	Buy	+34,927	New	+$3.32M	0.15%	88

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Pallas Capital Advisors's EFG Position: Q1 2026 in Review

Pallas Capital Advisors sold out of iShares MSCI EAFE Growth ETF (EFG) in Q1 2026, closing a stake of 5,771 shares — an estimated $657K sold.

Pallas Capital Advisors first reported a position in EFG in Q2 2023 and held it in 11 quarters. The position peaked at $3.85M in Q3 2023. 1,010 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

Pallas Capital Advisors reported no remaining iShares MSCI EAFE Growth ETF position as of Q1 2026 after selling out during the quarter.
Pallas Capital Advisors sold 5,771 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $657K.
Pallas Capital Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q2 2023 and held it in 11 quarters.
Pallas Capital Advisors's iShares MSCI EAFE Growth ETF position peaked at $3.85M in Q3 2023.
1,010 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Pallas Capital Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.