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Patriot Financial Group Insurance Agency’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Patriot Financial Group Insurance Agency’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 		$637K Sell
5,123
-4,889
-49% -$590K 0.07% 276
2026
Q1 		$1.12M Buy
10,012
+7,772
+347% +$914K 0.06% 288
2025
Q4 		$255K Sell
2,240
-670
-23% -$76.8K 0.03% 423
2025
Q3 		$331K Sell
2,910
-7,817
-73% -$871K 0.04% 360
2025
Q2 		$1.2M Buy
10,727
+166
+2% +$17.5K 0.14% 180
2025
Q1 		$1.06M Sell
10,561
-7,097
-40% -$723K 0.14% 182
2024
Q4 		$1.71M Buy
17,658
+3,423
+24% +$348K 0.23% 99
2024
Q3 		$1.53M Sell
14,235
-2,069
-13% -$215K 0.21% 117
2024
Q2 		$1.67M Buy
16,304
+7,898
+94% +$807K 0.25% 97
2024
Q1 		$872K Buy
8,406
+752
+10% +$74.9K 0.14% 167
2023
Q4 		$741K Sell
7,654
-1,188
-13% -$106K 0.14% 175
2023
Q3 		$763K Sell
8,842
-5,288
-37% -$487K 0.16% 164
2023
Q2 		$1.35M Sell
14,130
-3,304
-19% -$314K 0.25% 95
2023
Q1 		$1.63M Buy
17,434
+3,736
+27% +$336K 0.33% 66
2022
Q4 		$1.15M Sell
13,698
-804
-6% -$65K 0.15% 87
2022
Q3 		$1.05M Sell
14,502
-2,370
-14% -$193K 0.26% 89
2022
Q2 		$1.36M Sell
16,872
-3,372
-17% -$293K 0.28% 77
2022
Q1 		$1.95M Sell
20,244
-5,941
-23% -$584K 0.35% 57
2021
Q4 		$2.89M Buy
26,185
+2,811
+12% +$308K 0.48% 32
2021
Q3 		$2.49M Buy
23,374
+4,195
+22% +$462K 0.44% 35
2021
Q2 		$2.06M Buy
19,179
+4,076
+27% +$433K 0.38% 53
2021
Q1 		$1.52M Sell
15,103
-795
-5% -$80.8K 0.35% 51
2020
Q4 		$1.6M Buy
15,898
+1,069
+7% +$101K 0.4% 41
2020
Q3 		$1.33M Buy
14,829
+3,607
+32% +$320K 0.43% 43
2020
Q2 		$933K Buy
11,222
+10,432
+1,321% +$815K 0.36% 59
2020
Q1 		$56K Hold
790
– – 0.03% 429
2019
Q4 		$68K Hold
790
– – 0.03% 421
2019
Q3 		$64K Hold
790
– – 0.03% 398
2019
Q2 		$65K Hold
790
– – 0.03% 399
2019
Q1 		$61K Buy
+790
New +$58.6K 0.03% 353

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PAS
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MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JC
JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return

Patriot Financial Group Insurance Agency's EFG Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 49% in Q2 2026, selling an estimated $590K and leaving 5,123 shares worth $637K. The position accounts for 0.07% of the portfolio, ranked #276.

Patriot Financial Group Insurance Agency first reported a position in EFG in Q1 2019 and has held it in 30 quarters since. The position peaked at $2.89M in Q4 2021. 724 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 5,123 shares of iShares MSCI EAFE Growth ETF worth $637K as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 4,889 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $590K.
  • iShares MSCI EAFE Growth ETF made up 0.07% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #276 holding.
  • Patriot Financial Group Insurance Agency first reported a position in iShares MSCI EAFE Growth ETF in Q1 2019 and has held it in 30 quarters since.
  • Patriot Financial Group Insurance Agency's iShares MSCI EAFE Growth ETF position peaked at $2.89M in Q4 2021.
  • 724 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.