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

Aprio 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	$506K	Buy	4,544 +98	+2%	+$11.5K	0.03%	347
2025 Q4	$506K	Sell	4,446 -1,682	-27%	-$193K	0.03%	318
2025 Q3	$698K	Sell	6,128 -1,020	-14%	-$114K	0.07%	164
2025 Q2	$801K	Sell	7,148 -2,264	-24%	-$239K	0.09%	127
2025 Q1	$941K	Buy	9,412 +6,207	+194%	+$633K	0.12%	112
2024 Q4	$310K	Buy	3,205 +22	+0.7%	+$2.24K	0.05%	205
2024 Q3	$343K	Sell	3,183 -135	-4%	-$14K	0.05%	173
2024 Q2	$339K	Buy	+3,318	New	+$339K	0.06%	148
2024 Q1	–	Sell	-10,102	Closed	-$978K	–	245
2023 Q4	$978K	Buy	10,102 +1,472	+17%	+$132K	0.22%	57
2023 Q3	$745K	Buy	8,630 +5,458	+172%	+$503K	0.2%	61
2023 Q2	$303K	Buy	+3,172	New	+$302K	0.08%	106

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

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

Aprio Wealth Management increased its iShares MSCI EAFE Growth ETF (EFG) stake by 2.2% in Q1 2026, buying an estimated $11.5K and bringing the position to 4,544 shares worth $506K. The position accounts for 0.03% of the portfolio, ranked #347.

Aprio Wealth Management first reported a position in EFG in Q2 2023 and has held it in 11 quarters since. The position peaked at $978K in Q4 2023. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

Aprio Wealth Management held 4,544 shares of iShares MSCI EAFE Growth ETF worth $506K as of Q1 2026.
Aprio Wealth Management bought 98 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $11.5K.
iShares MSCI EAFE Growth ETF made up 0.03% of Aprio Wealth Management's portfolio in Q1 2026, its #347 holding.
Aprio Wealth Management first reported a position in iShares MSCI EAFE Growth ETF in Q2 2023 and has held it in 11 quarters since.
Aprio Wealth Management's iShares MSCI EAFE Growth ETF position peaked at $978K in Q4 2023.
1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Aprio Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.