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Perennial Investment Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Perennial Investment Advisors’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 		$342K Buy
+3,067
New +$361K 0.03% 356
2025
Q3 		– Sell
-3,573
Closed -$400K – 496
2025
Q2 		$400K Sell
3,573
-69
-2% -$7.28K 0.04% 288
2025
Q1 		$364K Sell
3,642
-1,972
-35% -$201K 0.04% 278
2024
Q4 		$544K Buy
5,614
+1,023
+22% +$104K 0.06% 218
2024
Q3 		$494K Sell
4,591
-570
-11% -$59.1K 0.06% 214
2024
Q2 		$528K Buy
5,161
+1,837
+55% +$188K 0.08% 191
2024
Q1 		$345K Buy
3,324
+163
+5% +$16.2K 0.05% 236
2023
Q4 		$306K Sell
3,161
-1,621
-34% -$145K 0.05% 240
2023
Q3 		$413K Sell
4,782
-1,592
-25% -$147K 0.07% 189
2023
Q2 		$608K Buy
6,374
+478
+8% +$45.5K 0.11% 160
2023
Q1 		$552K Buy
5,896
+2,263
+62% +$204K 0.1% 158
2022
Q4 		$304K Sell
3,633
-596
-14% -$48.2K 0.12% 149
2022
Q3 		$307K Buy
4,229
+1,649
+64% +$135K 0.14% 127
2022
Q2 		$208K Sell
2,580
-28
-1% -$2.43K 0.08% 182
2022
Q1 		$253K Buy
+2,608
New +$256K 0.08% 178
2021
Q4 		– Sell
-4,309
Closed -$459K – 232
2021
Q3 		$459K Buy
4,309
+970
+29% +$107K 0.16% 121
2021
Q2 		$358K Sell
3,339
-67
-2% -$7.12K 0.13% 138
2021
Q1 		$342K Sell
3,406
-164
-5% -$16.7K 0.14% 129
2020
Q4 		$360K Sell
3,570
-618
-15% -$58.5K 0.15% 112
2020
Q3 		$380K Buy
4,188
+568
+16% +$50.3K 0.19% 98
2020
Q2 		$301K Buy
+3,620
New +$283K 0.2% 98

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
JP Morgan Chase
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
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
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Perennial Investment Advisors's EFG Position: Q1 2026 in Review

Perennial Investment Advisors opened a new position in iShares MSCI EAFE Growth ETF (EFG) in Q1 2026: 3,067 shares worth $342K. The stake represents 0.03% of the portfolio and ranks #356 among its holdings. This is a return to the name: Perennial Investment Advisors previously reported a position in EFG as recently as Q2 2025.

Perennial Investment Advisors first reported a position in EFG in Q2 2020 and has held it in 21 quarters since. The position peaked at $608K in Q2 2023. 1,010 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

  • Perennial Investment Advisors held 3,067 shares of iShares MSCI EAFE Growth ETF worth $342K as of Q1 2026.
  • iShares MSCI EAFE Growth ETF was a new Perennial Investment Advisors position in Q1 2026.
  • iShares MSCI EAFE Growth ETF made up 0.03% of Perennial Investment Advisors's portfolio in Q1 2026, its #356 holding.
  • Perennial Investment Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q2 2020 and has held it in 21 quarters since.
  • Perennial Investment Advisors's iShares MSCI EAFE Growth ETF position peaked at $608K in Q2 2023.
  • 1,010 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.