VCP
EFG icon

Verus Capital Partners’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Verus Capital Partners’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 		$1.42M Sell
11,416
-3,495
-23% -$421K 0.08% 155
2026
Q1 		$1.66M Buy
14,911
+4,630
+45% +$544K 0.11% 122
2025
Q4 		$1.17M Sell
10,281
-2,648
-20% -$304K 0.08% 156
2025
Q3 		$1.47M Sell
12,929
-10,744
-45% -$1.2M 0.11% 120
2025
Q2 		$2.65M Buy
23,673
+2,088
+10% +$220K 0.24% 61
2025
Q1 		$2.16M Sell
21,585
-14,563
-40% -$1.48M 0.22% 66
2024
Q4 		$3.5M Sell
36,148
-1,633
-4% -$166K 0.33% 44
2024
Q3 		$4.07M Buy
37,781
+4,694
+14% +$487K 0.4% 36
2024
Q2 		$3.38M Buy
33,087
+8,753
+36% +$895K 0.35% 38
2024
Q1 		$2.53M Buy
24,334
+4,823
+25% +$480K 0.28% 53
2023
Q4 		$1.89M Buy
19,511
+5,799
+42% +$520K 0.23% 69
2023
Q3 		$1.18M Sell
13,712
-364
-3% -$33.6K 0.17% 90
2023
Q2 		$1.34M Buy
14,076
+241
+2% +$22.9K 0.19% 80
2023
Q1 		$1.3M Buy
13,835
+3,353
+32% +$302K 0.2% 78
2022
Q4 		$878K Sell
10,482
-1,147
-10% -$92.7K 0.16% 93
2022
Q3 		$844K Buy
11,629
+2,444
+27% +$199K 0.16% 97
2022
Q2 		$740K Buy
9,185
+236
+3% +$20.5K 0.15% 110
2022
Q1 		$861K Buy
+8,949
New +$880K 0.13% 113
2020
Q1 		– Sell
-232
Closed -$20K – 1495
2019
Q4 		$20K Buy
+232
New +$19.4K 0.01% 904

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

Verus Capital Partners's EFG Position: Q2 2026 in Review

Verus Capital Partners reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 23% in Q2 2026, selling an estimated $421K and leaving 11,416 shares worth $1.42M. The position accounts for 0.08% of the portfolio, ranked #155.

Verus Capital Partners first reported a position in EFG in Q4 2019 and has held it in 19 quarters since. The position peaked at $4.07M in Q3 2024. 1,060 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Verus Capital Partners held 11,416 shares of iShares MSCI EAFE Growth ETF worth $1.42M as of Q2 2026.
  • Verus Capital Partners sold 3,495 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $421K.
  • iShares MSCI EAFE Growth ETF made up 0.08% of Verus Capital Partners's portfolio in Q2 2026, its #155 holding.
  • Verus Capital Partners first reported a position in iShares MSCI EAFE Growth ETF in Q4 2019 and has held it in 19 quarters since.
  • Verus Capital Partners's iShares MSCI EAFE Growth ETF position peaked at $4.07M in Q3 2024.
  • 1,060 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Verus Capital Partners's 13F filing for Q2 2026, filed 6 Aug 2026.