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

&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	$15.8M	Buy	141,733 +29,911	+27%	+$3.52M	0.08%	239
2025 Q4	$12.7M	Buy	111,822 +4,875	+5%	+$559K	0.07%	263
2025 Q3	$12.2M	Sell	106,947 -21,283	-17%	-$2.37M	0.08%	233
2025 Q2	$14.4M	Buy	128,230 +35,716	+39%	+$3.77M	0.11%	178
2025 Q1	$9.33M	Sell	92,514 -42,100	-31%	-$4.29M	0.1%	200
2024 Q4	$13M	Buy	134,614 +48,005	+55%	+$4.88M	0.16%	135
2024 Q3	$9.41M	Buy	86,609 +65,190	+304%	+$6.76M	0.18%	126
2024 Q2	$2.19M	Buy	21,419 +17,350	+426%	+$1.77M	0.1%	199
2024 Q1	$422K	Buy	+4,069	New	+$405K	0.06%	303

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

&Partners's EFG Position: Q1 2026 in Review

&Partners increased its iShares MSCI EAFE Growth ETF (EFG) stake by 27% in Q1 2026, buying an estimated $3.52M and bringing the position to 141,733 shares worth $15.8M. The position accounts for 0.08% of the portfolio, ranked #239.

&Partners first reported a position in EFG in Q1 2024 and has held it in 9 quarters since. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

&Partners held 141,733 shares of iShares MSCI EAFE Growth ETF worth $15.8M as of Q1 2026.
&Partners bought 29,911 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $3.52M.
iShares MSCI EAFE Growth ETF made up 0.08% of &Partners's portfolio in Q1 2026, its #239 holding.
&Partners first reported a position in iShares MSCI EAFE Growth ETF in Q1 2024 and has held it in 9 quarters since.
1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.