Bartlett & Co Wealth Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Bartlett & Co 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	$10.2K	Hold	87	–	–	﹤0.01%	920
2025 Q4	$9.91K	Hold	87	–	–	﹤0.01%	924
2025 Q3	$9.91K	Buy	+87	New	+$9.7K	﹤0.01%	922
2025 Q2	–	Sell	-72	Closed	-$7.2K	–	1271
2025 Q1	$7.2K	Hold	72	–	–	﹤0.01%	945
2024 Q4	$6.97K	Hold	72	–	–	﹤0.01%	938
2024 Q3	$7.75K	Hold	72	–	–	﹤0.01%	936
2024 Q2	$7.37K	Hold	72	–	–	﹤0.01%	949
2024 Q1	$7.47K	Hold	72	–	–	﹤0.01%	939
2023 Q4	$6.97K	Hold	72	–	–	﹤0.01%	1048
2023 Q3	$6.21K	Hold	72	–	–	﹤0.01%	973
2023 Q2	$6.87K	Hold	72	–	–	﹤0.01%	958
2023 Q1	$6.75K	Hold	72	–	–	﹤0.01%	858
2022 Q4	$6.03K	Hold	72	–	–	﹤0.01%	894
2022 Q3	$5.22K	Hold	72	–	–	﹤0.01%	918
2022 Q2	$5.79K	Sell	72 -15	-17%	-$1.3K	﹤0.01%	987
2022 Q1	$8.38K	Buy	+87	New	+$8.55K	﹤0.01%	852
2021 Q4	–	Sell	-72	Closed	-$7.67K	–	526
2021 Q3	$7.67K	Sell	72 -516	-88%	-$56.8K	﹤0.01%	732
2021 Q2	$63.1K	Sell	588 -250	-30%	-$26.6K	﹤0.01%	468
2021 Q1	$84.2K	Hold	838	–	–	﹤0.01%	453
2020 Q4	$84.6K	Buy	838 +766	+1,064%	+$72.5K	﹤0.01%	442
2020 Q3	$6.47K	Sell	72 -1,003	-93%	-$88.9K	﹤0.01%	714
2020 Q2	$89.3K	Hold	1,075	–	–	﹤0.01%	397
2020 Q1	$76.4K	Buy	1,075 +72	+7%	+$5.83K	﹤0.01%	397
2019 Q4	$86.7K	Hold	1,003	–	–	﹤0.01%	423
2019 Q3	$80.8K	Hold	1,003	–	–	﹤0.01%	420
2019 Q2	$81K	Hold	1,003	–	–	﹤0.01%	353
2019 Q1	$77.7K	Hold	1,003	–	–	﹤0.01%	351
2018 Q4	$69.3K	Hold	1,003	–	–	﹤0.01%	353
2018 Q3	$80.3K	Hold	1,003	–	–	﹤0.01%	351
2018 Q2	$79K	Hold	1,003	–	–	﹤0.01%	357
2018 Q1	$80.6K	Buy	+1,003	New	+$81.9K	﹤0.01%	363

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

Bartlett & Co Wealth Management's EFG Position: Q1 2026 in Review

Bartlett & Co Wealth Management held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q1 2026 at 87 shares worth $10.2K. The position accounts for ﹤0.01% of the portfolio, ranked #920.

Bartlett & Co Wealth Management first reported a position in EFG in Q1 2018 and has held it in 31 quarters since. The position peaked at $89.3K in Q2 2020. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

Bartlett & Co Wealth Management held 87 shares of iShares MSCI EAFE Growth ETF worth $10.2K as of Q1 2026.
Bartlett & Co Wealth Management left its iShares MSCI EAFE Growth ETF share count unchanged in Q1 2026.
iShares MSCI EAFE Growth ETF made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #920 holding.
Bartlett & Co Wealth Management first reported a position in iShares MSCI EAFE Growth ETF in Q1 2018 and has held it in 31 quarters since.
Bartlett & Co Wealth Management's iShares MSCI EAFE Growth ETF position peaked at $89.3K in Q2 2020.
1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.