&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 Q2	$14.6M	Sell	115,088 -26,645	-19%	-$3.21M	0.06%	291
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 $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 New York $1.81T AUM 41.13% 1-Year Est. Return

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 Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

&Partners's EFG Position: Q2 2026 in Review

&Partners reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 19% in Q2 2026, selling an estimated $3.21M and leaving 115,088 shares worth $14.6M. The position accounts for 0.06% of the portfolio, ranked #291.

&Partners first reported a position in EFG in Q1 2024 and has held it in 10 quarters since. The position peaked at $15.8M in Q1 2026. 1,060 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

&Partners held 115,088 shares of iShares MSCI EAFE Growth ETF worth $14.6M as of Q2 2026.
&Partners sold 26,645 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $3.21M.
iShares MSCI EAFE Growth ETF made up 0.06% of &Partners's portfolio in Q2 2026, its #291 holding.
&Partners first reported a position in iShares MSCI EAFE Growth ETF in Q1 2024 and has held it in 10 quarters since.
&Partners's iShares MSCI EAFE Growth ETF position peaked at $15.8M in Q1 2026.
1,060 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.