PAMG
EFG icon

Patton Albertson Miller Group’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Patton Albertson Miller Group’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 		$2.12M Sell
17,075
-2,515
-13% -$303K 0.21% 92
2026
Q1 		$2.18M Sell
19,590
-3,098
-14% -$364K 0.26% 85
2025
Q4 		$2.58M Sell
22,688
-4,914
-18% -$563K 0.3% 83
2025
Q3 		$3.14M Sell
27,602
-600
-2% -$66.9K 0.38% 80
2025
Q2 		$3.16M Sell
28,202
-2,380
-8% -$251K 0.42% 78
2025
Q1 		$3.06M Sell
30,582
-2,006
-6% -$204K 0.45% 76
2024
Q4 		$3.16M Sell
32,588
-944
-3% -$95.9K 0.42% 75
2024
Q3 		$3.61M Buy
33,532
+115
+0.3% +$11.9K 0.49% 74
2024
Q2 		$3.42M Sell
33,417
-2,187
-6% -$224K 0.49% 75
2024
Q1 		$3.7M Sell
35,604
-6,643
-16% -$661K 0.55% 67
2023
Q4 		$4.09M Buy
42,247
+64
+0.2% +$5.74K 0.68% 59
2023
Q3 		$3.64M Buy
42,183
+2,765
+7% +$255K 0.71% 52
2023
Q2 		$3.76M Buy
39,418
+208
+0.5% +$19.8K 0.73% 55
2023
Q1 		$3.67M Sell
39,210
-23,909
-38% -$2.15M 0.67% 53
2022
Q4 		$5.29M Buy
63,119
+58,928
+1,406% +$4.76M 0.97% 29
2022
Q3 		$304K Sell
4,191
-1,331
-24% -$109K 0.07% 171
2022
Q2 		$444K Sell
5,522
-5,906
-52% -$513K 0.09% 166
2022
Q1 		$1.1M Sell
11,428
-8,062
-41% -$793K 0.19% 121
2021
Q4 		$2.15M Buy
19,490
+14,128
+263% +$1.55M 0.35% 87
2021
Q3 		$571K Buy
5,362
+42
+0.8% +$4.62K 0.11% 161
2021
Q2 		$571K Sell
5,320
-718
-12% -$76.3K 0.13% 133
2021
Q1 		$607K Buy
6,038
+309
+5% +$31.4K 0.15% 127
2020
Q4 		$604K Buy
5,729
+1,751
+44% +$166K 0.14% 130
2020
Q3 		$358K Buy
+3,978
New +$353K 0.1% 164

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

Patton Albertson Miller Group's EFG Position: Q2 2026 in Review

Patton Albertson Miller Group reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 13% in Q2 2026, selling an estimated $303K and leaving 17,075 shares worth $2.12M. The position accounts for 0.21% of the portfolio, ranked #92.

Patton Albertson Miller Group first reported a position in EFG in Q3 2020 and has held it in 24 quarters since. The position peaked at $5.29M in Q4 2022. 1,057 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Patton Albertson Miller Group held 17,075 shares of iShares MSCI EAFE Growth ETF worth $2.12M as of Q2 2026.
  • Patton Albertson Miller Group sold 2,515 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $303K.
  • iShares MSCI EAFE Growth ETF made up 0.21% of Patton Albertson Miller Group's portfolio in Q2 2026, its #92 holding.
  • Patton Albertson Miller Group first reported a position in iShares MSCI EAFE Growth ETF in Q3 2020 and has held it in 24 quarters since.
  • Patton Albertson Miller Group's iShares MSCI EAFE Growth ETF position peaked at $5.29M in Q4 2022.
  • 1,057 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Patton Albertson Miller Group's 13F filing for Q2 2026, filed 22 Jul 2026.