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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
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 $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

Verus Capital Partners's EFG Position: Q1 2026 in Review

Verus Capital Partners increased its iShares MSCI EAFE Growth ETF (EFG) stake by 45% in Q1 2026, buying an estimated $544K and bringing the position to 14,911 shares worth $1.66M. The position accounts for 0.11% of the portfolio, ranked #122.

Verus Capital Partners first reported a position in EFG in Q4 2019 and has held it in 18 quarters since. The position peaked at $4.07M in Q3 2024. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

  • Verus Capital Partners held 14,911 shares of iShares MSCI EAFE Growth ETF worth $1.66M as of Q1 2026.
  • Verus Capital Partners bought 4,630 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $544K.
  • iShares MSCI EAFE Growth ETF made up 0.11% of Verus Capital Partners's portfolio in Q1 2026, its #122 holding.
  • Verus Capital Partners first reported a position in iShares MSCI EAFE Growth ETF in Q4 2019 and has held it in 18 quarters since.
  • Verus Capital Partners's iShares MSCI EAFE Growth ETF position peaked at $4.07M in Q3 2024.
  • 1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Verus Capital Partners's 13F filing for Q1 2026, filed 22 May 2026.