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 Q2	$1.15M	Buy	9,234 +72	+0.8%	+$8.68K	0.17%	82
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 $424B AUM 22.9% 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

Principal Street Partners's EFG Position: Q2 2026 in Review

Principal Street Partners increased its iShares MSCI EAFE Growth ETF (EFG) stake by 0.79% in Q2 2026, buying an estimated $8.68K and bringing the position to 9,234 shares worth $1.15M. The position accounts for 0.17% of the portfolio, ranked #82.

Principal Street Partners first reported a position in EFG in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.02M in Q2 2025. 1,063 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Principal Street Partners held 9,234 shares of iShares MSCI EAFE Growth ETF worth $1.15M as of Q2 2026.
Principal Street Partners bought 72 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $8.68K.
iShares MSCI EAFE Growth ETF made up 0.17% of Principal Street Partners's portfolio in Q2 2026, its #82 holding.
Principal Street Partners first reported a position in iShares MSCI EAFE Growth ETF in Q1 2024 and has held it in 10 quarters since.
Principal Street Partners's iShares MSCI EAFE Growth ETF position peaked at $2.02M in Q2 2025.
1,063 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Principal Street Partners's 13F filing for Q2 2026, filed 14 Aug 2026.