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

Bernard 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 		$13.4K Hold
120
– – 0.01% 213
2025
Q4 		$13.7K Hold
120
– – 0.01% 206
2025
Q3 		$13.7K Hold
120
– – 0.01% 206
2025
Q2 		$13.4K Hold
120
– – 0.01% 204
2025
Q1 		$12K Hold
120
– – 0.01% 217
2024
Q4 		$11.6K Buy
+120
New +$12.2K 0.01% 210

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
JP Morgan Chase
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
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

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

Bernard Wealth Management held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q1 2026 at 120 shares worth $13.4K. The position accounts for 0.01% of the portfolio, ranked #213.

Bernard Wealth Management first reported a position in EFG in Q4 2024 and has held it in 6 quarters since. The position peaked at $13.7K in Q4 2025. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

  • Bernard Wealth Management held 120 shares of iShares MSCI EAFE Growth ETF worth $13.4K as of Q1 2026.
  • Bernard 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 Bernard Wealth Management's portfolio in Q1 2026, its #213 holding.
  • Bernard Wealth Management first reported a position in iShares MSCI EAFE Growth ETF in Q4 2024 and has held it in 6 quarters since.
  • Bernard Wealth Management's iShares MSCI EAFE Growth ETF position peaked at $13.7K in Q4 2025.
  • 1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Bernard Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.