Truist Financial
EFG icon

Truist Financial’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Truist Financial’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 		$85.1M Buy
763,679
+573,674
+302% +$67.5M 0.11% 166
2025
Q4 		$21.6M Buy
190,005
+4,458
+2% +$511K 0.03% 390
2025
Q3 		$21.1M Sell
185,547
-147,306
-44% -$16.4M 0.03% 399
2025
Q2 		$37.3M Buy
332,853
+36,084
+12% +$3.81M 0.05% 279
2025
Q1 		$29.7M Sell
296,769
-187,495
-39% -$19.1M 0.05% 304
2024
Q4 		$46.9M Buy
484,264
+110,752
+30% +$11.3M 0.07% 234
2024
Q3 		$40.2M Sell
373,512
-71,260
-16% -$7.39M 0.06% 267
2024
Q2 		$45.5M Buy
444,772
+107,580
+32% +$11M 0.07% 249
2024
Q1 		$35M Buy
337,192
+12,546
+4% +$1.25M 0.05% 304
2023
Q4 		$31.4M Sell
324,646
-60,894
-16% -$5.46M 0.05% 307
2023
Q3 		$33.3M Sell
385,540
-35,134
-8% -$3.24M 0.06% 296
2023
Q2 		$40.1M Buy
420,674
+9,295
+2% +$884K 0.07% 257
2023
Q1 		$38.5M Sell
411,379
-25,978
-6% -$2.34M 0.07% 261
2022
Q4 		$36.6M Buy
437,357
+48,708
+13% +$3.94M 0.06% 268
2022
Q3 		$28.2M Buy
388,649
+248
+0.1% +$20.2K 0.05% 301
2022
Q2 		$31.3M Sell
388,401
-66,561
-15% -$5.78M 0.06% 296
2022
Q1 		$43.8M Sell
454,962
-117,697
-21% -$11.6M 0.07% 258
2021
Q4 		$63.2M Sell
572,659
-18,407
-3% -$2.02M 0.1% 203
2021
Q3 		$62.9M Buy
591,066
+9,204
+2% +$1.01M 0.1% 201
2021
Q2 		$62.4M Buy
581,862
+45,780
+9% +$4.86M 0.1% 206
2021
Q1 		$53.9M Sell
536,082
-392,416
-42% -$39.9M 0.09% 220
2020
Q4 		$93.7M Sell
928,498
-399,871
-30% -$37.8M 0.18% 130
2020
Q3 		$119M Buy
1,328,369
+12,038
+0.9% +$1.07M 0.26% 96
2020
Q2 		$109M Buy
1,316,331
+713,496
+118% +$55.7M 0.25% 104
2020
Q1 		$42.9M Sell
602,835
-8,239
-1% -$667K 0.11% 192
2019
Q4 		$52.8M Buy
611,074
+334,878
+121% +$27.9M 0.11% 197
2019
Q3 		$22.2M Sell
276,196
-147
-0.1% -$11.8K 0.38% 61
2019
Q2 		$22.3M Sell
276,343
-3,910
-1% -$309K 0.39% 63
2019
Q1 		$21.7M Buy
280,253
+1,711
+0.6% +$127K 0.39% 60
2018
Q4 		$19.2M Buy
278,542
+54,353
+24% +$3.96M 0.39% 64
2018
Q3 		$18M Sell
224,189
-3,904
-2% -$311K 0.32% 78
2018
Q2 		$18M Sell
228,093
-11,451
-5% -$928K 0.34% 79
2018
Q1 		$19.3M Sell
239,544
-6,671
-3% -$545K 0.37% 69
2017
Q4 		$19.9M Buy
246,215
+1,626
+0.7% +$129K 0.37% 70
2017
Q3 		$18.9M Sell
244,589
-12,558
-5% -$952K 0.37% 71
2017
Q2 		$19M Sell
257,147
-6,471
-2% -$473K 0.38% 70
2017
Q1 		$18.3M Buy
263,618
+2,233
+0.9% +$150K 0.37% 72
2016
Q4 		$16.6M Sell
261,385
-8,359
-3% -$540K 0.34% 77
2016
Q3 		$18.4M Sell
269,744
-6,624
-2% -$447K 0.38% 70
2016
Q2 		$18.1M Sell
276,368
-67,573
-20% -$4.47M 0.38% 72
2016
Q1 		$22.6M Buy
343,941
+6,106
+2% +$386K 0.59% 35
2015
Q4 		$22.7M Sell
337,835
-16,184
-5% -$1.1M 0.59% 38
2015
Q3 		$22.6M Buy
354,019
+33,320
+10% +$2.27M 0.59% 39
2015
Q2 		$22.4M Buy
320,699
+6,111
+2% +$444K 0.61% 38
2015
Q1 		$22M Buy
314,588
+1,434
+0.5% +$98K 0.63% 34
2014
Q4 		$20.6M Buy
313,154
+31,266
+11% +$2.09M 0.6% 39
2014
Q3 		$19.2M Buy
281,888
+21,739
+8% +$1.54M 0.58% 42
2014
Q2 		$18.8M Buy
260,149
+72,476
+39% +$5.22M 0.56% 46
2014
Q1 		$13.3M Buy
187,673
+30,915
+20% +$2.16M 0.42% 66
2013
Q4 		$11.2M Buy
156,758
+74,994
+92% +$5.2M 0.36% 78
2013
Q3 		$5.57M Buy
81,764
+20,177
+33% +$1.32M 0.2% 137
2013
Q2 		$3.8M Buy
+61,587
New +$3.98M 0.14% 181

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

Truist Financial's EFG Position: Q1 2026 in Review

Truist Financial increased its iShares MSCI EAFE Growth ETF (EFG) stake by 302% in Q1 2026, buying an estimated $67.5M and bringing the position to 763,679 shares worth $85.1M. The position accounts for 0.11% of the portfolio, ranked #166.

Truist Financial first reported a position in EFG in Q2 2013 and has held it in 52 quarters since. The position peaked at $119M in Q3 2020. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

  • Truist Financial held 763,679 shares of iShares MSCI EAFE Growth ETF worth $85.1M as of Q1 2026.
  • Truist Financial bought 573,674 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $67.5M.
  • iShares MSCI EAFE Growth ETF made up 0.11% of Truist Financial's portfolio in Q1 2026, its #166 holding.
  • Truist Financial first reported a position in iShares MSCI EAFE Growth ETF in Q2 2013 and has held it in 52 quarters since.
  • Truist Financial's iShares MSCI EAFE Growth ETF position peaked at $119M in Q3 2020.
  • 1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Truist Financial's 13F filing for Q1 2026, filed 27 Apr 2026.