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

Sunbelt 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	$9.39K	Hold	84	–	–	﹤0.01%	1520
2025 Q4	$9.61K	Buy	+84	New	+$9.63K	﹤0.01%	1450
2025 Q3	–	Sell	-924	Closed	-$89.4K	–	2736
2025 Q2	$89.4K	Buy	+924	New	+$97.5K	0.01%	792
2025 Q1	–	Sell	-924	Closed	-$89.6K	–	1822
2024 Q4	$89.6K	Sell	924 -106	-10%	-$10.8K	0.01%	790
2024 Q3	$111K	Hold	1,030	–	–	0.01%	738
2024 Q2	$105K	Sell	1,030 -49	-5%	-$5.01K	0.01%	721
2024 Q1	$112K	Sell	1,079 -101	-9%	-$10.1K	0.01%	686
2023 Q4	$114K	Buy	1,180 +90	+8%	+$8.06K	0.01%	645
2023 Q3	$94.1K	Sell	1,090 -62	-5%	-$5.72K	0.01%	669
2023 Q2	$110K	Sell	1,152 -207	-15%	-$19.7K	0.02%	622
2023 Q1	$126K	Buy	+1,359	New	+$122K	0.02%	528
2021 Q4	–	Sell	-4,624	Closed	-$496K	–	474
2021 Q3	$496K	Hold	4,624	–	–	0.09%	254
2021 Q2	$496K	Buy	4,624 +157	+4%	+$16.7K	0.09%	254
2021 Q1	$449K	Buy	4,467 +1,152	+35%	+$117K	0.09%	254
2020 Q4	$334K	Buy	+3,315	New	+$314K	0.07%	292

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 $16B AUM 26.77% 1-Year Est. Return

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

Sunbelt Securities's EFG Position: Q1 2026 in Review

Sunbelt Securities held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q1 2026 at 84 shares worth $9.39K. The position accounts for ﹤0.01% of the portfolio, ranked #1520.

Sunbelt Securities first reported a position in EFG in Q4 2020 and has held it in 15 quarters since. The position peaked at $496K in Q3 2021. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

Sunbelt Securities held 84 shares of iShares MSCI EAFE Growth ETF worth $9.39K as of Q1 2026.
Sunbelt Securities left its iShares MSCI EAFE Growth ETF share count unchanged in Q1 2026.
iShares MSCI EAFE Growth ETF made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1520 holding.
Sunbelt Securities first reported a position in iShares MSCI EAFE Growth ETF in Q4 2020 and has held it in 15 quarters since.
Sunbelt Securities's iShares MSCI EAFE Growth ETF position peaked at $496K in Q3 2021.
1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.