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 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 $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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 Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

PAS

Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

Sittner & Nelson's EFG Position: Q1 2026 in Review

Sittner & Nelson held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q1 2026 at 30 shares worth $3.34K. The position accounts for ﹤0.01% of the portfolio, ranked #495.

Sittner & Nelson first reported a position in EFG in Q1 2021 and has held it in 11 quarters since. The position peaked at $13K in Q1 2021. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

Sittner & Nelson held 30 shares of iShares MSCI EAFE Growth ETF worth $3.34K as of Q1 2026.
Sittner & Nelson left its iShares MSCI EAFE Growth ETF share count unchanged in Q1 2026.
iShares MSCI EAFE Growth ETF made up ﹤0.01% of Sittner & Nelson's portfolio in Q1 2026, its #495 holding.
Sittner & Nelson first reported a position in iShares MSCI EAFE Growth ETF in Q1 2021 and has held it in 11 quarters since.
Sittner & Nelson's iShares MSCI EAFE Growth ETF position peaked at $13K in Q1 2021.
1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Sittner & Nelson's 13F filing for Q1 2026, filed 12 May 2026.