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

AlphaCore Capital’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	$37.1K	Buy	333 +41	+14%	+$4.82K	﹤0.01%	1025
2025 Q4	$33.3K	Hold	292	–	–	﹤0.01%	1208
2025 Q3	$33.3K	Hold	292	–	–	﹤0.01%	911
2025 Q2	$32.7K	Hold	292	–	–	﹤0.01%	871
2025 Q1	$29.2K	Buy	+292	New	+$29.8K	﹤0.01%	634
2024 Q1	–	Sell	-292	Closed	-$28.3K	–	213
2023 Q4	$28.3K	Hold	292	–	–	﹤0.01%	304
2023 Q3	$25.2K	Hold	292	–	–	﹤0.01%	301
2023 Q2	$27.9K	Buy	+292	New	+$27.8K	﹤0.01%	267

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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 Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

PAS

Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

AlphaCore Capital's EFG Position: Q1 2026 in Review

AlphaCore Capital increased its iShares MSCI EAFE Growth ETF (EFG) stake by 14% in Q1 2026, buying an estimated $4.82K and bringing the position to 333 shares worth $37.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1025.

AlphaCore Capital first reported a position in EFG in Q2 2023 and has held it in 8 quarters since. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

AlphaCore Capital held 333 shares of iShares MSCI EAFE Growth ETF worth $37.1K as of Q1 2026.
AlphaCore Capital bought 41 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $4.82K.
iShares MSCI EAFE Growth ETF made up ﹤0.01% of AlphaCore Capital's portfolio in Q1 2026, its #1025 holding.
AlphaCore Capital first reported a position in iShares MSCI EAFE Growth ETF in Q2 2023 and has held it in 8 quarters since.
1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on AlphaCore Capital's 13F filing for Q1 2026, filed 15 May 2026.