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

Signet Financial Management’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	–	Sell	-7,351	Closed	-$837K	–	301
2025 Q4	$837K	Buy	7,351 +151	+2%	+$17.3K	0.09%	169
2025 Q3	$820K	Sell	7,200 -11,644	-62%	-$1.3M	0.1%	165
2025 Q2	$2.11M	Buy	18,844 +3,496	+23%	+$369K	0.27%	119
2025 Q1	$1.53M	Buy	+15,348	New	+$1.56M	0.21%	132
2022 Q1	–	Sell	-557	Closed	-$61K	–	541
2021 Q4	$61K	Buy	+557	New	+$61K	0.01%	428

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Signet Financial Management's EFG Position: Q1 2026 in Review

Signet Financial Management sold out of iShares MSCI EAFE Growth ETF (EFG) in Q1 2026, closing a stake of 7,351 shares — an estimated $837K sold.

Signet Financial Management first reported a position in EFG in Q4 2021 and held it in 5 quarters. The position peaked at $2.11M in Q2 2025. 1,013 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

Signet Financial Management reported no remaining iShares MSCI EAFE Growth ETF position as of Q1 2026 after selling out during the quarter.
Signet Financial Management sold 7,351 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $837K.
Signet Financial Management first reported a position in iShares MSCI EAFE Growth ETF in Q4 2021 and held it in 5 quarters.
Signet Financial Management's iShares MSCI EAFE Growth ETF position peaked at $2.11M in Q2 2025.
1,013 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Signet Financial Management's 13F filing for Q1 2026, filed 5 May 2026.