Peapack-Gladstone Financial Corp’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Peapack-Gladstone Financial Corp’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	$1.09M	Sell	8,771 -1,330	-13%	-$160K	0.01%	401
2026 Q1	$1.13M	Sell	10,101 -1,128	-10%	-$133K	0.01%	395
2025 Q4	$1.28M	Sell	11,229 -26	-0.2%	-$2.98K	0.02%	380
2025 Q3	$1.28M	Buy	11,255 +634	+6%	+$70.7K	0.02%	385
2025 Q2	$1.19M	Sell	10,621 -11,425	-52%	-$1.21M	0.02%	379
2025 Q1	$2.2M	Sell	22,046 -2,818	-11%	-$287K	0.03%	322
2024 Q4	$2.41M	Buy	24,864 +22,546	+973%	+$2.29M	0.03%	300
2024 Q3	$249K	Buy	2,318 +30	+1%	+$3.11K	﹤0.01%	615
2024 Q2	$234K	Buy	+2,288	New	+$234K	﹤0.01%	605

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

Peapack-Gladstone Financial Corp's EFG Position: Q2 2026 in Review

Peapack-Gladstone Financial Corp reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 13% in Q2 2026, selling an estimated $160K and leaving 8,771 shares worth $1.09M. The position accounts for 0.01% of the portfolio, ranked #401.

Peapack-Gladstone Financial Corp first reported a position in EFG in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.41M in Q4 2024. 1,056 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Peapack-Gladstone Financial Corp held 8,771 shares of iShares MSCI EAFE Growth ETF worth $1.09M as of Q2 2026.
Peapack-Gladstone Financial Corp sold 1,330 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $160K.
iShares MSCI EAFE Growth ETF made up 0.01% of Peapack-Gladstone Financial Corp's portfolio in Q2 2026, its #401 holding.
Peapack-Gladstone Financial Corp first reported a position in iShares MSCI EAFE Growth ETF in Q2 2024 and has held it in 9 quarters since.
Peapack-Gladstone Financial Corp's iShares MSCI EAFE Growth ETF position peaked at $2.41M in Q4 2024.
1,056 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Peapack-Gladstone Financial Corp's 13F filing for Q2 2026, filed 14 Aug 2026.