Angeles Wealth Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Angeles Wealth Management’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	$108K	Hold	972	–	–	0.01%	441
2025 Q4	$111K	Hold	972	–	–	0.01%	390
2025 Q3	$111K	Hold	972	–	–	0.01%	355
2025 Q2	$109K	Hold	972	–	–	0.01%	353
2025 Q1	$97.2K	Hold	972	–	–	0.01%	310
2024 Q4	$94.1K	Hold	972	–	–	0.01%	323
2024 Q3	$105K	Hold	972	–	–	0.01%	283
2024 Q2	$99.4K	Hold	972	–	–	0.01%	249
2024 Q1	$101K	Hold	972	–	–	0.01%	240
2023 Q4	$94.1K	Hold	972	–	–	0.01%	213
2023 Q3	$83.9K	Hold	972	–	–	0.01%	188
2023 Q2	$92.7K	Hold	972	–	–	0.01%	194
2023 Q1	$91.1K	Hold	972	–	–	0.01%	184
2022 Q4	$81.4K	Hold	972	–	–	0.01%	185
2022 Q3	$71K	Hold	972	–	–	0.01%	187
2022 Q2	$78K	Hold	972	–	–	0.02%	179
2022 Q1	$94K	Buy	+972	New	+$95.6K	0.02%	177

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

Angeles Wealth Management's EFG Position: Q1 2026 in Review

Angeles Wealth Management held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q1 2026 at 972 shares worth $108K. The position accounts for 0.01% of the portfolio, ranked #441.

Angeles Wealth Management first reported a position in EFG in Q1 2022 and has held it in 17 quarters since. The position peaked at $111K in Q4 2025. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

Angeles Wealth Management held 972 shares of iShares MSCI EAFE Growth ETF worth $108K as of Q1 2026.
Angeles Wealth Management left its iShares MSCI EAFE Growth ETF share count unchanged in Q1 2026.
iShares MSCI EAFE Growth ETF made up 0.01% of Angeles Wealth Management's portfolio in Q1 2026, its #441 holding.
Angeles Wealth Management first reported a position in iShares MSCI EAFE Growth ETF in Q1 2022 and has held it in 17 quarters since.
Angeles Wealth Management's iShares MSCI EAFE Growth ETF position peaked at $111K in Q4 2025.
1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Angeles Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.