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Shufro Rose & Co’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Shufro Rose & Co’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 		$209K Hold
1,880
– – 0.01% 282
2025
Q4 		$214K Buy
+1,880
New +$216K 0.01% 269
2024
Q4 		– Sell
-2,356
Closed -$241K – 305
2024
Q3 		$241K Hold
2,356
– – 0.02% 264
2024
Q2 		$241K Buy
+2,356
New +$241K 0.02% 264
2022
Q2 		– Sell
-2,746
Closed -$264K – 332
2022
Q1 		$264K Buy
+2,746
New +$270K 0.02% 249

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

Shufro Rose & Co's EFG Position: Q1 2026 in Review

Shufro Rose & Co held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q1 2026 at 1,880 shares worth $209K. The position accounts for 0.01% of the portfolio, ranked #282.

Shufro Rose & Co first reported a position in EFG in Q1 2022 and has held it in 5 quarters since. The position peaked at $264K in Q1 2022. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

  • Shufro Rose & Co held 1,880 shares of iShares MSCI EAFE Growth ETF worth $209K as of Q1 2026.
  • Shufro Rose & Co left its iShares MSCI EAFE Growth ETF share count unchanged in Q1 2026.
  • iShares MSCI EAFE Growth ETF made up 0.01% of Shufro Rose & Co's portfolio in Q1 2026, its #282 holding.
  • Shufro Rose & Co first reported a position in iShares MSCI EAFE Growth ETF in Q1 2022 and has held it in 5 quarters since.
  • Shufro Rose & Co's iShares MSCI EAFE Growth ETF position peaked at $264K in Q1 2022.
  • 1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Shufro Rose & Co's 13F filing for Q1 2026, filed 15 May 2026.