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BOLTON SECURITIES CORPORATION’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

BOLTON SECURITIES CORPORATION’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
Q3 		$170K Sell
4,248
-306
-7% -$12.5K 0.01% 946
2026
Q2 		$189K Buy
4,554
+2,232
+96% +$89.7K 0.01% 913
2026
Q1 		$86.2K Buy
+2,322
New +$91K ﹤0.01% 1080
2025
Q3 		$74K Buy
+1,950
New +$72.4K ﹤0.01% 1055
2025
Q1 		$34K Buy
+1,020
New +$34.7K ﹤0.01% 1147

Other funds holding EFG

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Foundations Investment Advisors
Foundations Investment Advisors Phoenix, Arizona $10.1B AUM 19.55% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's EFG Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 6.7% in Q3 2026, selling an estimated $12.5K and leaving 4,248 shares worth $170K. The position accounts for 0.01% of the portfolio, ranked #946.

BOLTON SECURITIES CORPORATION first reported a position in EFG in Q1 2025 and has held it in 5 quarters since. The position peaked at $189K in Q2 2026. 832 funds tracked by Wall St. Rank hold EFG as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 4,248 shares of iShares MSCI EAFE Growth ETF worth $170K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION sold 306 iShares MSCI EAFE Growth ETF shares in Q3 2026, an estimated $12.5K.
  • iShares MSCI EAFE Growth ETF made up 0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #946 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in iShares MSCI EAFE Growth ETF in Q1 2025 and has held it in 5 quarters since.
  • BOLTON SECURITIES CORPORATION's iShares MSCI EAFE Growth ETF position peaked at $189K in Q2 2026.
  • 832 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.