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Silver Oak Securities’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Silver Oak Securities’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
-15,974
Closed -$1.83M – 803
2025
Q4 		$1.83M Buy
15,974
+40
+0.3% +$4.59K 0.12% 165
2025
Q3 		$1.81M Buy
15,934
+60
+0.4% +$6.69K 0.14% 157
2025
Q2 		$1.78M Sell
15,874
-645
-4% -$68K 0.14% 155
2025
Q1 		$1.67M Sell
16,519
-384
-2% -$39.1K 0.15% 152
2024
Q4 		$1.64M Sell
16,903
-1,559
-8% -$158K 0.15% 147
2024
Q3 		$1.99M Sell
18,462
-256
-1% -$26.6K 0.21% 109
2024
Q2 		$1.91M Buy
18,718
+54
+0.3% +$5.52K 0.29% 77
2024
Q1 		$1.94M Buy
18,664
+511
+3% +$50.9K 0.3% 79
2023
Q4 		$1.76M Buy
18,153
+17
+0.1% +$1.52K 0.24% 92
2023
Q3 		$1.57M Buy
18,136
+633
+4% +$58.4K 0.34% 59
2023
Q2 		$1.67M Sell
17,503
-75
-0.4% -$7.13K 0.27% 82
2023
Q1 		$1.65M Buy
17,578
+763
+5% +$68.6K 0.27% 72
2022
Q4 		$1.41M Sell
16,815
-1,321
-7% -$107K 0.26% 72
2022
Q3 		$1.57M Buy
18,136
+2,869
+19% +$234K 0.34% 59
2022
Q2 		$1.29M Buy
15,267
+3,911
+34% +$340K 0.29% 67
2022
Q1 		$1.06M Buy
+11,356
New +$1.12M 0.22% 105

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

Silver Oak Securities's EFG Position: Q1 2026 in Review

Silver Oak Securities sold out of iShares MSCI EAFE Growth ETF (EFG) in Q1 2026, closing a stake of 15,974 shares — an estimated $1.83M sold.

Silver Oak Securities first reported a position in EFG in Q1 2022 and held it in 16 quarters. The position peaked at $1.99M in Q3 2024. 1,013 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

  • Silver Oak Securities reported no remaining iShares MSCI EAFE Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Silver Oak Securities sold 15,974 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $1.83M.
  • Silver Oak Securities first reported a position in iShares MSCI EAFE Growth ETF in Q1 2022 and held it in 16 quarters.
  • Silver Oak Securities's iShares MSCI EAFE Growth ETF position peaked at $1.99M in Q3 2024.
  • 1,013 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Silver Oak Securities's 13F filing for Q1 2026, filed 20 Apr 2026.