AmeriFlex Group’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

AmeriFlex Group’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	$44.2K	Sell	397 -160	-29%	-$18.8K	0.02%	446
2025 Q4	$63.4K	Sell	557 -215	-28%	-$24.6K	0.03%	370
2025 Q3	$87.9K	Sell	772 -552	-42%	-$61.5K	0.03%	345
2025 Q2	$146K	Sell	1,324 -120	-8%	-$12.7K	0.08%	208
2025 Q1	$144K	Sell	1,444 -453	-24%	-$46.2K	0.06%	277
2024 Q4	$193K	Buy	+1,897	New	+$193K	0.09%	207

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 $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

AmeriFlex Group's EFG Position: Q1 2026 in Review

AmeriFlex Group reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 29% in Q1 2026, selling an estimated $18.8K and leaving 397 shares worth $44.2K. The position accounts for 0.02% of the portfolio, ranked #446.

AmeriFlex Group first reported a position in EFG in Q4 2024 and has held it in 6 quarters since. The position peaked at $193K in Q4 2024. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

AmeriFlex Group held 397 shares of iShares MSCI EAFE Growth ETF worth $44.2K as of Q1 2026.
AmeriFlex Group sold 160 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $18.8K.
iShares MSCI EAFE Growth ETF made up 0.02% of AmeriFlex Group's portfolio in Q1 2026, its #446 holding.
AmeriFlex Group first reported a position in iShares MSCI EAFE Growth ETF in Q4 2024 and has held it in 6 quarters since.
AmeriFlex Group's iShares MSCI EAFE Growth ETF position peaked at $193K in Q4 2024.
1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on AmeriFlex Group's 13F filing for Q1 2026, filed 15 May 2026.