AWA
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Arkadios Wealth Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Arkadios Wealth Advisors’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 		$2.62M Buy
23,562
+9,926
+73% +$1.17M 0.04% 423
2025
Q4 		$1.55M Buy
13,636
+1,119
+9% +$128K 0.03% 534
2025
Q3 		$1.43M Sell
12,517
-567
-4% -$63.2K 0.03% 511
2025
Q2 		$1.47M Buy
13,084
+114
+0.9% +$12K 0.04% 429
2025
Q1 		$1.3M Buy
12,970
+1,962
+18% +$200K 0.05% 387
2024
Q4 		$1.07M Buy
11,008
+854
+8% +$86.8K 0.06% 316
2024
Q3 		$1.09M Sell
10,154
-449
-4% -$46.6K 0.06% 301
2024
Q2 		$1.08M Buy
10,603
+7,931
+297% +$811K 0.07% 266
2024
Q1 		$277K Buy
2,672
+48
+2% +$4.78K 0.02% 562
2023
Q4 		$254K Sell
2,624
-225
-8% -$20.2K 0.02% 577
2023
Q3 		$246K Buy
2,849
+583
+26% +$53.7K 0.02% 558
2023
Q2 		$216K Buy
2,266
+56
+3% +$5.33K 0.03% 555
2023
Q1 		$207K Buy
+2,210
New +$199K 0.02% 562
2022
Q4 		– Sell
-4,670
Closed -$339K – 569
2022
Q3 		$339K Sell
4,670
-7,173
-61% -$585K 0.05% 344
2022
Q2 		$953K Buy
+11,843
New +$1.03M 0.14% 181
2021
Q4 		– Sell
-849
Closed -$90K – 898
2021
Q3 		$90K Buy
849
+224
+36% +$24.7K 0.01% 716
2021
Q2 		$67K Sell
625
-7,404
-92% -$787K 0.01% 837
2021
Q1 		$806K Sell
8,029
-102
-1% -$10.4K 0.13% 180
2020
Q4 		$820K Buy
8,131
+7,749
+2,029% +$733K 0.17% 133
2020
Q3 		$34.9K Buy
382
+2
+0.5% +$177 0.02% 479
2020
Q2 		$32.7K Buy
+380
New +$29.7K 0.02% 447

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

Arkadios Wealth Advisors's EFG Position: Q1 2026 in Review

Arkadios Wealth Advisors increased its iShares MSCI EAFE Growth ETF (EFG) stake by 73% in Q1 2026, buying an estimated $1.17M and bringing the position to 23,562 shares worth $2.62M. The position accounts for 0.04% of the portfolio, ranked #423.

Arkadios Wealth Advisors first reported a position in EFG in Q2 2020 and has held it in 21 quarters since. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

  • Arkadios Wealth Advisors held 23,562 shares of iShares MSCI EAFE Growth ETF worth $2.62M as of Q1 2026.
  • Arkadios Wealth Advisors bought 9,926 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $1.17M.
  • iShares MSCI EAFE Growth ETF made up 0.04% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #423 holding.
  • Arkadios Wealth Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q2 2020 and has held it in 21 quarters since.
  • 1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.