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

BAM 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	–	Sell	-1,937	Closed	-$221K	–	165
2025 Q4	$221K	Sell	1,937 -332	-15%	-$38.1K	0.16%	142
2025 Q3	$258K	Buy	+2,269	New	+$253K	0.2%	121

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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

BAM Wealth Management sold out of iShares MSCI EAFE Growth ETF (EFG) in Q1 2026, closing a stake of 1,937 shares — an estimated $221K sold.

BAM Wealth Management first reported a position in EFG in Q3 2025 and held it in 2 quarters. The position peaked at $258K in Q3 2025. 1,010 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

BAM Wealth Management reported no remaining iShares MSCI EAFE Growth ETF position as of Q1 2026 after selling out during the quarter.
BAM Wealth Management sold 1,937 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $221K.
BAM Wealth Management first reported a position in iShares MSCI EAFE Growth ETF in Q3 2025 and held it in 2 quarters.
BAM Wealth Management's iShares MSCI EAFE Growth ETF position peaked at $258K in Q3 2025.
1,010 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on BAM Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.