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

BCS 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
-3,682
Closed -$419K – 279
2025
Q4 		$419K Buy
3,682
+1,841
+100% +$211K 0.04% 244
2025
Q3 		$210K Sell
1,841
-260
-12% -$29K 0.05% 235
2025
Q2 		$235K Hold
2,101
– – 0.05% 230
2025
Q1 		$210K Sell
2,101
-29
-1% -$2.96K 0.05% 235
2024
Q4 		$206K Buy
+2,130
New +$216K 0.05% 249

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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

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

BCS Wealth Management sold out of iShares MSCI EAFE Growth ETF (EFG) in Q1 2026, closing a stake of 3,682 shares — an estimated $419K sold.

BCS Wealth Management first reported a position in EFG in Q4 2024 and held it in 5 quarters. The position peaked at $419K in Q4 2025. 1,013 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

  • BCS Wealth Management reported no remaining iShares MSCI EAFE Growth ETF position as of Q1 2026 after selling out during the quarter.
  • BCS Wealth Management sold 3,682 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $419K.
  • BCS Wealth Management first reported a position in iShares MSCI EAFE Growth ETF in Q4 2024 and held it in 5 quarters.
  • BCS Wealth Management's iShares MSCI EAFE Growth ETF position peaked at $419K in Q4 2025.
  • 1,013 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

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