Sittner & Nelson’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Sittner & Nelson’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	$3.73K	Hold	30	–	–	﹤0.01%	509
2026 Q1	$3.34K	Hold	30	–	–	﹤0.01%	495
2025 Q4	$3.58K	Hold	30	–	–	﹤0.01%	458
2025 Q3	$3.42K	Hold	30	–	–	﹤0.01%	423
2025 Q2	$3.36K	Hold	30	–	–	﹤0.01%	428
2025 Q1	$3K	Hold	30	–	–	﹤0.01%	421
2024 Q4	$2.9K	Hold	30	–	–	﹤0.01%	401
2024 Q3	$3.23K	Hold	30	–	–	﹤0.01%	393
2024 Q2	$3.07K	Hold	30	–	–	﹤0.01%	412
2024 Q1	$3.11K	Hold	30	–	–	﹤0.01%	418
2023 Q4	$2.91K	Buy	+30	New	+$2.69K	﹤0.01%	411
2021 Q2	–	Sell	-128	Closed	-$13K	–	392
2021 Q1	$13K	Buy	+128	New	+$13K	0.01%	274

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

Sittner & Nelson's EFG Position: Q2 2026 in Review

Sittner & Nelson held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q2 2026 at 30 shares worth $3.73K. The position accounts for ﹤0.01% of the portfolio, ranked #509.

Sittner & Nelson first reported a position in EFG in Q1 2021 and has held it in 12 quarters since. The position peaked at $13K in Q1 2021. 1,060 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Sittner & Nelson held 30 shares of iShares MSCI EAFE Growth ETF worth $3.73K as of Q2 2026.
Sittner & Nelson left its iShares MSCI EAFE Growth ETF share count unchanged in Q2 2026.
iShares MSCI EAFE Growth ETF made up ﹤0.01% of Sittner & Nelson's portfolio in Q2 2026, its #509 holding.
Sittner & Nelson first reported a position in iShares MSCI EAFE Growth ETF in Q1 2021 and has held it in 12 quarters since.
Sittner & Nelson's iShares MSCI EAFE Growth ETF position peaked at $13K in Q1 2021.
1,060 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Sittner & Nelson's 13F filing for Q2 2026, filed 7 Aug 2026.