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 Q2	$314K	Sell	2,524 -16	-0.6%	-$1.93K	0.1%	142
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 Chicago, Illinois $424B AUM 22.96% 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

Quartz Partners's EFG Position: Q2 2026 in Review

Quartz Partners reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 0.63% in Q2 2026, selling an estimated $1.93K and leaving 2,524 shares worth $314K. The position accounts for 0.1% of the portfolio, ranked #142.

Quartz Partners first reported a position in EFG in Q3 2024 and has held it in 8 quarters since. The position peaked at $475K in Q3 2024. 1,060 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Quartz Partners held 2,524 shares of iShares MSCI EAFE Growth ETF worth $314K as of Q2 2026.
Quartz Partners sold 16 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $1.93K.
iShares MSCI EAFE Growth ETF made up 0.1% of Quartz Partners's portfolio in Q2 2026, its #142 holding.
Quartz Partners first reported a position in iShares MSCI EAFE Growth ETF in Q3 2024 and has held it in 8 quarters since.
Quartz Partners's iShares MSCI EAFE Growth ETF position peaked at $475K in Q3 2024.
1,060 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Quartz Partners's 13F filing for Q2 2026, filed 10 Aug 2026.