RF
EFG icon

Rossby Financial’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Rossby Financial’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 		$335K Sell
2,695
-113
-4% -$13.6K 0.06% 277
2026
Q1 		$319K Buy
2,808
+431
+18% +$50.7K 0.07% 266
2025
Q4 		$271K Buy
2,377
+8
+0.3% +$917 0.08% 218
2025
Q3 		$273K Buy
2,369
+285
+14% +$31.8K 0.09% 221
2025
Q2 		$233K Buy
2,084
+82
+4% +$8.65K 0.09% 228
2025
Q1 		$207K Buy
+2,002
New +$204K 0.09% 219

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cetera Investment Advisers
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
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Rossby Financial's EFG Position: Q2 2026 in Review

Rossby Financial reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 4% in Q2 2026, selling an estimated $13.6K and leaving 2,695 shares worth $335K. The position accounts for 0.06% of the portfolio, ranked #277.

Rossby Financial first reported a position in EFG in Q1 2025 and has held it in 6 quarters since. 1,060 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Rossby Financial held 2,695 shares of iShares MSCI EAFE Growth ETF worth $335K as of Q2 2026.
  • Rossby Financial sold 113 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $13.6K.
  • iShares MSCI EAFE Growth ETF made up 0.06% of Rossby Financial's portfolio in Q2 2026, its #277 holding.
  • Rossby Financial first reported a position in iShares MSCI EAFE Growth ETF in Q1 2025 and has held it in 6 quarters since.
  • 1,060 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.