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Sutton Place Investors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Sutton Place Investors’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 		$298K Sell
2,677
-144
-5% -$16.9K 0.16% 103
2025
Q4 		$321K Sell
2,821
-1,902
-40% -$218K 0.18% 99
2025
Q3 		$538K Sell
4,723
-6,513
-58% -$726K 0.31% 70
2025
Q2 		$1.26M Sell
11,236
-3,799
-25% -$401K 0.76% 32
2025
Q1 		$1.5M Sell
15,035
-8,062
-35% -$822K 1.01% 29
2024
Q4 		$2.24M Buy
23,097
+6,366
+38% +$647K 1.3% 16
2024
Q3 		$1.8M Sell
16,731
-315
-2% -$32.7K 1.1% 30
2024
Q2 		$1.74M Buy
17,046
+6,393
+60% +$653K 1.16% 28
2024
Q1 		$1.11M Buy
10,653
+3,688
+53% +$367K 0.55% 52
2023
Q4 		$675K Sell
6,965
-3,390
-33% -$304K 0.49% 69
2023
Q3 		$894K Buy
10,355
+84
+0.8% +$7.74K 1.16% 26
2023
Q2 		$980K Buy
10,271
+87
+0.9% +$8.28K 1.36% 23
2023
Q1 		$954K Buy
10,184
+2,942
+41% +$265K 1.3% 22
2022
Q4 		$607K Sell
7,242
-5,192
-42% -$420K 0.87% 34
2022
Q3 		$902K Sell
12,434
-261
-2% -$21.3K 1.37% 24
2022
Q2 		$1.02M Sell
12,695
-934
-7% -$81.1K 1.49% 21
2022
Q1 		$1.24M Sell
13,629
-2,345
-15% -$231K 1.48% 22
2021
Q4 		$1.76M Buy
+15,974
New +$1.75M 2.03% 13

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
JP Morgan Chase
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
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
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Sutton Place Investors's EFG Position: Q1 2026 in Review

Sutton Place Investors reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 5.1% in Q1 2026, selling an estimated $16.9K and leaving 2,677 shares worth $298K. The position accounts for 0.16% of the portfolio, ranked #103.

Sutton Place Investors first reported a position in EFG in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.24M in Q4 2024. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

  • Sutton Place Investors held 2,677 shares of iShares MSCI EAFE Growth ETF worth $298K as of Q1 2026.
  • Sutton Place Investors sold 144 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $16.9K.
  • iShares MSCI EAFE Growth ETF made up 0.16% of Sutton Place Investors's portfolio in Q1 2026, its #103 holding.
  • Sutton Place Investors first reported a position in iShares MSCI EAFE Growth ETF in Q4 2021 and has held it in 18 quarters since.
  • Sutton Place Investors's iShares MSCI EAFE Growth ETF position peaked at $2.24M in Q4 2024.
  • 1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Sutton Place Investors's 13F filing for Q1 2026, filed 22 Apr 2026.