Principal Securities’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Principal Securities’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	$2.95M	Buy	26,484 +10,727	+68%	+$1.26M	0.04%	368
2025 Q4	$1.8M	Sell	15,757 -974	-6%	-$112K	0.03%	514
2025 Q3	$1.91M	Sell	16,731 -10,808	-39%	-$1.2M	0.03%	476
2025 Q2	$3.08M	Sell	27,539 -45,921	-63%	-$4.84M	0.06%	302
2025 Q1	$7.11M	Sell	73,460 -11	-0%	-$1.12K	0.16%	125
2024 Q4	$7.11M	Buy	73,471 +38,238	+109%	+$3.89M	0.16%	124
2024 Q3	$3.79M	Buy	35,233 +11,427	+48%	+$1.19M	0.09%	216
2024 Q2	$2.44M	Buy	23,806 +6,695	+39%	+$684K	0.07%	265
2024 Q1	$1.78M	Sell	17,111 -438	-2%	-$43.6K	0.06%	302
2023 Q4	$1.7M	Buy	+17,549	New	+$1.57M	0.06%	279

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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 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 Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Principal Securities's EFG Position: Q1 2026 in Review

Principal Securities increased its iShares MSCI EAFE Growth ETF (EFG) stake by 68% in Q1 2026, buying an estimated $1.26M and bringing the position to 26,484 shares worth $2.95M. The position accounts for 0.04% of the portfolio, ranked #368.

Principal Securities first reported a position in EFG in Q4 2023 and has held it in 10 quarters since. The position peaked at $7.11M in Q4 2024. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

Principal Securities held 26,484 shares of iShares MSCI EAFE Growth ETF worth $2.95M as of Q1 2026.
Principal Securities bought 10,727 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $1.26M.
iShares MSCI EAFE Growth ETF made up 0.04% of Principal Securities's portfolio in Q1 2026, its #368 holding.
Principal Securities first reported a position in iShares MSCI EAFE Growth ETF in Q4 2023 and has held it in 10 quarters since.
Principal Securities's iShares MSCI EAFE Growth ETF position peaked at $7.11M in Q4 2024.
1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.