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

Principal Street Partners’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	$1.02M	Hold	9,162	–	–	0.17%	77
2025 Q4	$1.04M	Buy	9,162 +144	+2%	+$16.5K	0.18%	74
2025 Q3	$1.03M	Sell	9,018 -9,018	-50%	-$1M	0.16%	74
2025 Q2	$2.02M	Buy	18,036 +9,106	+102%	+$961K	0.2%	75
2025 Q1	$893K	Hold	8,930	–	–	0.17%	79
2024 Q4	$865K	Buy	8,930 +63	+0.7%	+$6.4K	0.17%	79
2024 Q3	$907K	Hold	8,867	–	–	0.15%	84
2024 Q2	$907K	Buy	8,867 +77	+0.9%	+$7.87K	0.16%	74
2024 Q1	$905K	Buy	+8,790	New	+$875K	0.17%	77

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 Street Partners's EFG Position: Q1 2026 in Review

Principal Street Partners held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q1 2026 at 9,162 shares worth $1.02M. The position accounts for 0.17% of the portfolio, ranked #77.

Principal Street Partners first reported a position in EFG in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.02M in Q2 2025. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

Principal Street Partners held 9,162 shares of iShares MSCI EAFE Growth ETF worth $1.02M as of Q1 2026.
Principal Street Partners left its iShares MSCI EAFE Growth ETF share count unchanged in Q1 2026.
iShares MSCI EAFE Growth ETF made up 0.17% of Principal Street Partners's portfolio in Q1 2026, its #77 holding.
Principal Street Partners first reported a position in iShares MSCI EAFE Growth ETF in Q1 2024 and has held it in 9 quarters since.
Principal Street Partners's iShares MSCI EAFE Growth ETF position peaked at $2.02M in Q2 2025.
1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Principal Street Partners's 13F filing for Q1 2026, filed 15 May 2026.