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Rothschild Investment LLC’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Rothschild Investment LLC’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 		$3.11K Hold
25
– – ﹤0.01% 2543
2026
Q1 		$2.78K Buy
+25
New +$2.94K ﹤0.01% 2382
2025
Q1 		– Sell
-56
Closed -$5.42K – 3040
2024
Q4 		$5.42K Sell
56
-2,400
-98% -$244K ﹤0.01% 1321
2024
Q3 		$264K Hold
2,456
– – 0.02% 451
2024
Q2 		$251K Buy
2,456
+2,400
+4,286% +$245K 0.02% 449
2024
Q1 		$5.81K Hold
56
– – ﹤0.01% 1119
2023
Q4 		$5.42K Buy
+56
New +$5.02K ﹤0.01% 1069

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
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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JC
JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return

Rothschild Investment LLC's EFG Position: Q2 2026 in Review

Rothschild Investment LLC held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q2 2026 at 25 shares worth $3.11K. The position accounts for ﹤0.01% of the portfolio, ranked #2543.

Rothschild Investment LLC first reported a position in EFG in Q4 2023 and has held it in 7 quarters since. The position peaked at $264K in Q3 2024. 724 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Rothschild Investment LLC held 25 shares of iShares MSCI EAFE Growth ETF worth $3.11K as of Q2 2026.
  • Rothschild Investment LLC left its iShares MSCI EAFE Growth ETF share count unchanged in Q2 2026.
  • iShares MSCI EAFE Growth ETF made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2543 holding.
  • Rothschild Investment LLC first reported a position in iShares MSCI EAFE Growth ETF in Q4 2023 and has held it in 7 quarters since.
  • Rothschild Investment LLC's iShares MSCI EAFE Growth ETF position peaked at $264K in Q3 2024.
  • 724 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.