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

Apollon 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 		$5.28M Buy
47,372
+19,671
+71% +$2.31M 0.09% 210
2025
Q4 		$3.16M Sell
27,701
-15,534
-36% -$1.78M 0.05% 284
2025
Q3 		$4.92M Sell
43,235
-11,460
-21% -$1.28M 0.09% 204
2025
Q2 		$6.13M Sell
54,695
-194
-0.4% -$20.5K 0.12% 153
2025
Q1 		$5.49M Sell
54,889
-17,716
-24% -$1.81M 0.12% 158
2024
Q4 		$7.03M Buy
72,605
+18,877
+35% +$1.92M 0.16% 114
2024
Q3 		$5.78M Buy
53,728
+3,640
+7% +$378K 0.16% 112
2024
Q2 		$5.12M Buy
50,088
+30,006
+149% +$3.07M 0.16% 116
2024
Q1 		$2.08M Sell
20,082
-4,824
-19% -$480K 0.07% 276
2023
Q4 		$2.41M Buy
24,906
+5,148
+26% +$461K 0.08% 216
2023
Q3 		$1.71M Sell
19,758
-1,168
-6% -$108K 0.09% 229
2023
Q2 		$2M Sell
20,926
-12,229
-37% -$1.16M 0.1% 212
2023
Q1 		$3.11M Buy
33,155
+1,011
+3% +$90.9K 0.19% 109
2022
Q4 		$2.69M Buy
32,144
+15,726
+96% +$1.27M 0.19% 116
2022
Q3 		$1.19M Sell
16,418
-7,906
-33% -$645K 0.1% 216
2022
Q2 		$1.96M Buy
24,324
+2,797
+13% +$243K 0.16% 135
2022
Q1 		$2.07M Sell
21,527
-14,272
-40% -$1.4M 0.15% 153
2021
Q4 		$3.95M Buy
+35,799
New +$3.92M 0.3% 71

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

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

Apollon Wealth Management increased its iShares MSCI EAFE Growth ETF (EFG) stake by 71% in Q1 2026, buying an estimated $2.31M and bringing the position to 47,372 shares worth $5.28M. The position accounts for 0.09% of the portfolio, ranked #210.

Apollon Wealth Management first reported a position in EFG in Q4 2021 and has held it in 18 quarters since. The position peaked at $7.03M in Q4 2024. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

  • Apollon Wealth Management held 47,372 shares of iShares MSCI EAFE Growth ETF worth $5.28M as of Q1 2026.
  • Apollon Wealth Management bought 19,671 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $2.31M.
  • iShares MSCI EAFE Growth ETF made up 0.09% of Apollon Wealth Management's portfolio in Q1 2026, its #210 holding.
  • Apollon Wealth Management first reported a position in iShares MSCI EAFE Growth ETF in Q4 2021 and has held it in 18 quarters since.
  • Apollon Wealth Management's iShares MSCI EAFE Growth ETF position peaked at $7.03M in Q4 2024.
  • 1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Apollon Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.