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Parkside Financial Bank & Trust’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Parkside Financial Bank & Trust’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 		$5.16M Buy
41,437
+3,206
+8% +$387K 0.35% 46
2026
Q1 		$4.26M Sell
38,231
-25,051
-40% -$2.95M 0.33% 49
2025
Q4 		$7.21M Buy
63,282
+26,870
+74% +$3.08M 0.54% 33
2025
Q3 		$4.15M Sell
36,412
-2,694
-7% -$300K 0.32% 49
2025
Q2 		$4.38M Buy
39,106
+2,195
+6% +$232K 0.47% 43
2025
Q1 		$3.69M Buy
36,911
+561
+2% +$57.2K 0.47% 43
2024
Q4 		$3.52M Sell
36,350
-28
-0.1% -$2.85K 0.46% 42
2024
Q3 		$3.92M Buy
36,378
+1,034
+3% +$107K 0.55% 34
2024
Q2 		$3.62M Buy
35,344
+20
+0.1% +$2.04K 0.57% 34
2024
Q1 		$3.67M Buy
35,324
+1,412
+4% +$141K 0.59% 30
2023
Q4 		$3.28M Buy
33,912
+2,707
+9% +$243K 0.6% 31
2023
Q3 		$2.69M Sell
31,205
-1,266
-4% -$117K 0.62% 29
2023
Q2 		$3.1M Buy
32,471
+1,521
+5% +$145K 0.74% 24
2023
Q1 		$2.9M Sell
30,950
-3,438
-10% -$309K 0.78% 22
2022
Q4 		$2.88M Buy
34,388
+298
+0.9% +$24.1K 0.83% 22
2022
Q3 		$2.47M Sell
34,090
-612
-2% -$49.9K 0.79% 24
2022
Q2 		$2.79M Buy
34,702
+4,259
+14% +$370K 0.85% 22
2022
Q1 		$2.93M Buy
30,443
+607
+2% +$59.7K 0.78% 19
2021
Q4 		$3.29M Buy
29,836
+785
+3% +$86K 0.81% 19
2021
Q3 		$3.09M Sell
29,051
-2,387
-8% -$263K 0.91% 16
2021
Q2 		$3.37M Buy
31,438
+150
+0.5% +$15.9K 0.98% 16
2021
Q1 		$3.14M Sell
31,288
-1,413
-4% -$144K 0.95% 16
2020
Q4 		$3.3M Sell
32,701
-2,411
-7% -$228K 1.04% 15
2020
Q3 		$3.15M Sell
35,112
-8,999
-20% -$797K 1.1% 15
2020
Q2 		$3.67M Sell
44,111
-15,990
-27% -$1.25M 1.2% 13
2020
Q1 		$4.27M Sell
60,101
-7,373
-11% -$597K 1.62% 13
2019
Q4 		$5.83M Buy
67,474
+5,414
+9% +$452K 1.7% 12
2019
Q3 		$5M Buy
62,060
+6,286
+11% +$503K 1.62% 12
2019
Q2 		$4.5M Buy
55,774
+1,410
+3% +$111K 1.46% 16
2019
Q1 		$4.21M Sell
54,364
-6,059
-10% -$450K 1.42% 16
2018
Q4 		$4.17M Buy
60,423
+14,970
+33% +$1.09M 1.49% 17
2018
Q3 		$3.64M Sell
45,453
-316
-0.7% -$25.2K 1.26% 13
2018
Q2 		$3.61M Buy
45,769
+1,768
+4% +$143K 1.34% 13
2018
Q1 		$3.54M Sell
44,001
-52
-0.1% -$4.25K 1.34% 14
2017
Q4 		$3.56M Buy
44,053
+1,148
+3% +$91K 1.3% 14
2017
Q3 		$3.32M Buy
42,905
+433
+1% +$32.8K 1.3% 14
2017
Q2 		$3.14M Buy
42,472
+667
+2% +$48.7K 1.29% 13
2017
Q1 		$2.9M Buy
41,805
+3,247
+8% +$218K 1.25% 13
2016
Q4 		$2.46M Sell
38,558
-823
-2% -$53.2K 1.08% 14
2016
Q3 		$2.69M Sell
39,381
-6,495
-14% -$438K 1.24% 14
2016
Q2 		$3M Buy
45,876
+816
+2% +$54K 1.46% 14
2016
Q1 		$2.96M Sell
45,060
-16,676
-27% -$1.05M 1.49% 14
2015
Q4 		$4.14M Buy
61,736
+29,153
+89% +$1.97M 2.06% 12
2015
Q3 		$2.08M Buy
32,583
+68
+0.2% +$4.63K 1.18% 18
2015
Q2 		$2.27M Buy
32,515
+4,022
+14% +$292K 1.21% 19
2015
Q1 		$2M Buy
28,493
+3,742
+15% +$256K 1.07% 20
2014
Q4 		$1.63M Buy
24,751
+4,860
+24% +$326K 0.91% 23
2014
Q3 		$1.35M Buy
19,891
+4,864
+32% +$344K 0.82% 31
2014
Q2 		$1.09M Buy
15,027
+1,656
+12% +$119K 0.65% 44
2014
Q1 		$949K Buy
13,371
+2,999
+29% +$210K 0.59% 53
2013
Q4 		$742K Buy
10,372
+3,012
+41% +$209K 0.5% 55
2013
Q3 		$501K Buy
7,360
+1,474
+25% +$96.8K 0.39% 64
2013
Q2 		$363K Buy
+5,886
New +$380K 0.29% 87

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cetera Investment Advisers
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
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Parkside Financial Bank & Trust's EFG Position: Q2 2026 in Review

Parkside Financial Bank & Trust increased its iShares MSCI EAFE Growth ETF (EFG) stake by 8.4% in Q2 2026, buying an estimated $387K and bringing the position to 41,437 shares worth $5.16M. The position accounts for 0.35% of the portfolio, ranked #46.

Parkside Financial Bank & Trust first reported a position in EFG in Q2 2013 and has held it in 53 quarters since. The position peaked at $7.21M in Q4 2025. 1,062 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Parkside Financial Bank & Trust held 41,437 shares of iShares MSCI EAFE Growth ETF worth $5.16M as of Q2 2026.
  • Parkside Financial Bank & Trust bought 3,206 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $387K.
  • iShares MSCI EAFE Growth ETF made up 0.35% of Parkside Financial Bank & Trust's portfolio in Q2 2026, its #46 holding.
  • Parkside Financial Bank & Trust first reported a position in iShares MSCI EAFE Growth ETF in Q2 2013 and has held it in 53 quarters since.
  • Parkside Financial Bank & Trust's iShares MSCI EAFE Growth ETF position peaked at $7.21M in Q4 2025.
  • 1,062 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q2 2026, filed 4 Sep 2026.