Atlantic Private Wealth’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Atlantic Private Wealth’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	$71.2K	Hold	639	–	–	0.05%	108
2025 Q4	$72.8K	Hold	639	–	–	0.05%	99
2025 Q3	$72.8K	Hold	639	–	–	0.05%	90
2025 Q2	$71.6K	Hold	639	–	–	0.05%	90
2025 Q1	$63.9K	Hold	639	–	–	0.05%	100
2024 Q4	$61.9K	Hold	639	–	–	0.05%	81
2024 Q3	$68.8K	Hold	639	–	–	0.05%	73
2024 Q2	$65.4K	Hold	639	–	–	0.05%	60
2024 Q1	$66.3K	Hold	639	–	–	0.06%	61
2023 Q4	$61.9K	Hold	639	–	–	0.06%	62
2023 Q3	$55.1K	Hold	639	–	–	0.06%	54
2023 Q2	$61K	Hold	639	–	–	0.06%	52
2023 Q1	$59.9K	Sell	639 -2,316	-78%	-$208K	0.06%	46
2022 Q4	$248K	Hold	2,955	–	–	0.27%	36
2022 Q3	$214K	Hold	2,955	–	–	0.24%	38
2022 Q2	$238K	Hold	2,955	–	–	0.24%	35
2022 Q1	$284K	Hold	2,955	–	–	0.27%	34
2021 Q4	$326K	Buy	+2,955	New	+$324K	0.29%	34

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

Atlantic Private Wealth's EFG Position: Q1 2026 in Review

Atlantic Private Wealth held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q1 2026 at 639 shares worth $71.2K. The position accounts for 0.05% of the portfolio, ranked #108.

Atlantic Private Wealth first reported a position in EFG in Q4 2021 and has held it in 18 quarters since. The position peaked at $326K in Q4 2021. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

Atlantic Private Wealth held 639 shares of iShares MSCI EAFE Growth ETF worth $71.2K as of Q1 2026.
Atlantic Private Wealth left its iShares MSCI EAFE Growth ETF share count unchanged in Q1 2026.
iShares MSCI EAFE Growth ETF made up 0.05% of Atlantic Private Wealth's portfolio in Q1 2026, its #108 holding.
Atlantic Private Wealth first reported a position in iShares MSCI EAFE Growth ETF in Q4 2021 and has held it in 18 quarters since.
Atlantic Private Wealth's iShares MSCI EAFE Growth ETF position peaked at $326K in Q4 2021.
1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Atlantic Private Wealth's 13F filing for Q1 2026, filed 8 May 2026.