Atomi Financial Group’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Atomi Financial Group’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	$2.39M	Buy	21,490 +2,234	+12%	+$263K	0.07%	211
2025 Q4	$2.19M	Sell	19,256 -7,008	-27%	-$803K	0.06%	218
2025 Q3	$2.99M	Buy	26,264 +3,379	+15%	+$377K	0.1%	154
2025 Q2	$2.56M	Sell	22,885 -4,845	-17%	-$511K	0.1%	154
2025 Q1	$2.77M	Buy	27,730 +17,886	+182%	+$1.82M	0.13%	131
2024 Q4	$953K	Buy	9,844 +1,549	+19%	+$157K	0.05%	277
2024 Q3	$893K	Sell	8,295 -2,799	-25%	-$290K	0.06%	268
2024 Q2	$1.13M	Sell	11,094 -763	-6%	-$78K	0.08%	189
2024 Q1	$1.23M	Sell	11,857 -20,961	-64%	-$2.09M	0.11%	161
2023 Q4	$3.18M	Buy	32,818 +6,875	+27%	+$616K	0.44%	43
2023 Q3	$2.24M	Buy	25,943 +11,644	+81%	+$1.07M	0.75%	30
2023 Q2	$1.36M	Buy	+14,299	New	+$1.36M	0.62%	33

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 $18.1B AUM 15% 1-Year Est. Return

Atomi Financial Group's EFG Position: Q1 2026 in Review

Atomi Financial Group increased its iShares MSCI EAFE Growth ETF (EFG) stake by 12% in Q1 2026, buying an estimated $263K and bringing the position to 21,490 shares worth $2.39M. The position accounts for 0.07% of the portfolio, ranked #211.

Atomi Financial Group first reported a position in EFG in Q2 2023 and has held it in 12 quarters since. The position peaked at $3.18M in Q4 2023. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

Atomi Financial Group held 21,490 shares of iShares MSCI EAFE Growth ETF worth $2.39M as of Q1 2026.
Atomi Financial Group bought 2,234 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $263K.
iShares MSCI EAFE Growth ETF made up 0.07% of Atomi Financial Group's portfolio in Q1 2026, its #211 holding.
Atomi Financial Group first reported a position in iShares MSCI EAFE Growth ETF in Q2 2023 and has held it in 12 quarters since.
Atomi Financial Group's iShares MSCI EAFE Growth ETF position peaked at $3.18M in Q4 2023.
1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.