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SOL Capital Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

SOL Capital 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 		– Sell
-10,151
Closed -$1.06M – 13
2026
Q1 		$1.06M Sell
10,151
-30,619
-75% -$3.6M 0.51% 24
2025
Q4 		$4.64M Buy
40,770
+1,610
+4% +$185K 0.42% 65
2025
Q3 		$4.46M Buy
39,160
+11,100
+40% +$1.24M 0.4% 65
2025
Q2 		$3.14M Buy
28,060
+14,975
+114% +$1.58M 0.3% 87
2025
Q1 		$1.31M Sell
13,085
-220
-2% -$22.4K 0.14% 141
2024
Q4 		$1.29M Buy
13,305
+315
+2% +$32K 0.14% 141
2024
Q3 		$1.4M Hold
12,990
– – 0.16% 138
2024
Q2 		$1.33M Buy
12,990
+260
+2% +$26.6K 0.16% 136
2024
Q1 		$1.32M Sell
12,730
-4,100
-24% -$408K 0.17% 141
2023
Q4 		$1.63M Buy
16,830
+300
+2% +$26.9K 0.22% 120
2023
Q3 		$1.43M Buy
16,530
+175
+1% +$16.1K 0.22% 120
2023
Q2 		$1.56M Buy
16,355
+235
+1% +$22.4K 0.24% 113
2023
Q1 		$1.51M Buy
16,120
+2,975
+23% +$268K 0.25% 116
2022
Q4 		$1.1M Buy
13,145
+2,225
+20% +$180K 0.19% 132
2022
Q3 		$792K Buy
10,920
+1,105
+11% +$90.1K 0.16% 143
2022
Q2 		$790K Buy
9,815
+1,055
+12% +$91.6K 0.16% 143
2022
Q1 		$843K Buy
8,760
+660
+8% +$64.9K 0.15% 145
2021
Q4 		$893K Buy
8,100
+810
+11% +$88.7K 0.16% 135
2021
Q3 		$776K Buy
7,290
+130
+2% +$14.3K 0.15% 138
2021
Q2 		$768K Buy
7,160
+100
+1% +$10.6K 0.15% 137
2021
Q1 		$709K Sell
7,060
-200
-3% -$20.3K 0.15% 133
2020
Q4 		$733K Buy
7,260
+550
+8% +$52K 0.17% 123
2020
Q3 		$603K Hold
6,710
– – 0.17% 129
2020
Q2 		$558K Sell
6,710
-720
-10% -$56.2K 0.16% 132
2020
Q1 		$528K Hold
7,430
– – 0.17% 120
2019
Q4 		$642K Buy
7,430
+950
+15% +$79.3K 0.16% 140
2019
Q3 		$522K Buy
+6,480
New +$518K 0.14% 150

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
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
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
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

SOL Capital Management's EFG Position: Q2 2026 in Review

SOL Capital Management sold out of iShares MSCI EAFE Growth ETF (EFG) in Q2 2026, closing a stake of 10,151 shares — an estimated $1.06M sold.

SOL Capital Management first reported a position in EFG in Q3 2019 and held it in 27 quarters. The position peaked at $4.64M in Q4 2025. 1,062 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • SOL Capital Management reported no remaining iShares MSCI EAFE Growth ETF position as of Q2 2026 after selling out during the quarter.
  • SOL Capital Management sold 10,151 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $1.06M.
  • SOL Capital Management first reported a position in iShares MSCI EAFE Growth ETF in Q3 2019 and held it in 27 quarters.
  • SOL Capital Management's iShares MSCI EAFE Growth ETF position peaked at $4.64M in Q4 2025.
  • 1,062 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on SOL Capital Management's 13F filing for Q2 2026.