Scotia Capital’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Scotia Capital’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	$332K	Buy	2,670 +239	+10%	+$28.8K	﹤0.01%	772
2026 Q1	$271K	Buy	2,431 +609	+33%	+$71.6K	﹤0.01%	784
2025 Q4	$208K	Buy	1,822 +22	+1%	+$2.52K	﹤0.01%	842
2025 Q3	$205K	Hold	1,800	–	–	﹤0.01%	849
2025 Q2	$202K	Buy	+1,800	New	+$190K	﹤0.01%	804
2024 Q4	–	Sell	-1,986	Closed	-$214K	–	879
2024 Q3	$214K	Hold	1,986	–	–	﹤0.01%	766
2024 Q2	$203K	Sell	1,986 -1,650	-45%	-$169K	﹤0.01%	762
2024 Q1	$377K	Sell	3,636 -65	-2%	-$6.47K	﹤0.01%	646
2023 Q4	$358K	Hold	3,701	–	–	﹤0.01%	629
2023 Q3	$319K	Sell	3,701 -7	-0.2%	-$645	﹤0.01%	630
2023 Q2	$354K	Sell	3,708 -550	-13%	-$52.3K	﹤0.01%	607
2023 Q1	$399K	Sell	4,258 -350	-8%	-$31.5K	﹤0.01%	590
2022 Q4	$386K	Buy	+4,608	New	+$373K	﹤0.01%	597
2022 Q1	–	Sell	-2,730	Closed	-$301K	–	898
2021 Q4	$301K	Buy	+2,730	New	+$299K	﹤0.01%	734
2013 Q3	–	Sell	-6,321	Closed	-$390K	–	494
2013 Q2	$390K	Buy	+6,321	New	+$408K	0.02%	333

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

Scotia Capital's EFG Position: Q2 2026 in Review

Scotia Capital increased its iShares MSCI EAFE Growth ETF (EFG) stake by 9.8% in Q2 2026, buying an estimated $28.8K and bringing the position to 2,670 shares worth $332K. The position accounts for ﹤0.01% of the portfolio, ranked #772.

Scotia Capital first reported a position in EFG in Q2 2013 and has held it in 15 quarters since. The position peaked at $399K in Q1 2023. 1,057 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Scotia Capital held 2,670 shares of iShares MSCI EAFE Growth ETF worth $332K as of Q2 2026.
Scotia Capital bought 239 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $28.8K.
iShares MSCI EAFE Growth ETF made up ﹤0.01% of Scotia Capital's portfolio in Q2 2026, its #772 holding.
Scotia Capital first reported a position in iShares MSCI EAFE Growth ETF in Q2 2013 and has held it in 15 quarters since.
Scotia Capital's iShares MSCI EAFE Growth ETF position peaked at $399K in Q1 2023.
1,057 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Scotia Capital's 13F filing for Q2 2026, filed 11 Aug 2026.