QP
EFG icon

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

Quartz 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 		$283K Sell
2,540
-1,551
-38% -$182K 0.11% 139
2025
Q4 		$466K Sell
4,091
-42
-1% -$4.82K 0.17% 104
2025
Q3 		$471K Buy
4,133
+217
+6% +$24.2K 0.17% 117
2025
Q2 		$439K Sell
3,916
-28
-0.7% -$2.95K 0.2% 114
2025
Q1 		$394K Sell
3,944
-182
-4% -$18.6K 0.24% 96
2024
Q4 		$400K Sell
4,126
-283
-6% -$28.8K 0.24% 107
2024
Q3 		$475K Buy
+4,409
New +$457K 0.3% 101

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Quartz Partners's EFG Position: Q1 2026 in Review

Quartz Partners reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 38% in Q1 2026, selling an estimated $182K and leaving 2,540 shares worth $283K. The position accounts for 0.11% of the portfolio, ranked #139.

Quartz Partners first reported a position in EFG in Q3 2024 and has held it in 7 quarters since. The position peaked at $475K in Q3 2024. 1,010 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

  • Quartz Partners held 2,540 shares of iShares MSCI EAFE Growth ETF worth $283K as of Q1 2026.
  • Quartz Partners sold 1,551 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $182K.
  • iShares MSCI EAFE Growth ETF made up 0.11% of Quartz Partners's portfolio in Q1 2026, its #139 holding.
  • Quartz Partners first reported a position in iShares MSCI EAFE Growth ETF in Q3 2024 and has held it in 7 quarters since.
  • Quartz Partners's iShares MSCI EAFE Growth ETF position peaked at $475K in Q3 2024.
  • 1,010 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Quartz Partners's 13F filing for Q1 2026, filed 5 May 2026.