Silvercrest Asset Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Silvercrest Asset 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 Q2	$10M	Sell	80,735 -86	-0.1%	-$10.4K	0.07%	353
2026 Q1	$9M	Buy	80,821 +37,525	+87%	+$4.41M	0.07%	322
2025 Q4	$4.93M	Buy	+43,296	New	+$4.96M	0.03%	435
2025 Q2	–	Sell	-10,983	Closed	-$1.1M	–	851
2025 Q1	$1.1M	Sell	10,983 -2,201	-17%	-$224K	0.01%	607
2024 Q4	$1.28M	Buy	+13,184	New	+$1.34M	0.01%	579

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

Silvercrest Asset Management's EFG Position: Q2 2026 in Review

Silvercrest Asset Management reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 0.11% in Q2 2026, selling an estimated $10.4K and leaving 80,735 shares worth $10M. The position accounts for 0.07% of the portfolio, ranked #353.

Silvercrest Asset Management first reported a position in EFG in Q4 2024 and has held it in 5 quarters since. 1,057 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Silvercrest Asset Management held 80,735 shares of iShares MSCI EAFE Growth ETF worth $10M as of Q2 2026.
Silvercrest Asset Management sold 86 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $10.4K.
iShares MSCI EAFE Growth ETF made up 0.07% of Silvercrest Asset Management's portfolio in Q2 2026, its #353 holding.
Silvercrest Asset Management first reported a position in iShares MSCI EAFE Growth ETF in Q4 2024 and has held it in 5 quarters since.
1,057 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Silvercrest Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.