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

BIP Wealth’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	$918K	Buy	8,243 +935	+13%	+$110K	0.04%	214
2025 Q4	$833K	Sell	7,308 -48	-0.7%	-$5.5K	0.03%	233
2025 Q3	$838K	Sell	7,356 -399	-5%	-$44.5K	0.04%	137
2025 Q2	$869K	Sell	7,755 -2,264	-23%	-$239K	0.05%	110
2025 Q1	$1M	Sell	10,019 -353	-3%	-$36K	0.07%	100
2024 Q4	$1M	Sell	10,372 -67	-0.6%	-$6.81K	0.07%	101
2024 Q3	$1.12M	Sell	10,439 -111	-1%	-$11.5K	0.08%	87
2024 Q2	$1.08M	Sell	10,550 -1,197	-10%	-$122K	0.09%	75
2024 Q1	$1.22M	Buy	11,747 +970	+9%	+$96.6K	0.09%	75
2023 Q4	$1.04M	Sell	10,777 -1,008	-9%	-$90.3K	0.08%	80
2023 Q3	$1.02M	Buy	11,785 +322	+3%	+$29.7K	0.09%	75
2023 Q2	$1.09M	Sell	11,463 -2,597	-18%	-$247K	0.09%	74
2023 Q1	$1.32M	Buy	+14,060	New	+$1.26M	0.14%	67

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 $12.8B AUM 19.38% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

BIP Wealth's EFG Position: Q1 2026 in Review

BIP Wealth increased its iShares MSCI EAFE Growth ETF (EFG) stake by 13% in Q1 2026, buying an estimated $110K and bringing the position to 8,243 shares worth $918K. The position accounts for 0.04% of the portfolio, ranked #214.

BIP Wealth first reported a position in EFG in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.32M in Q1 2023. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

BIP Wealth held 8,243 shares of iShares MSCI EAFE Growth ETF worth $918K as of Q1 2026.
BIP Wealth bought 935 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $110K.
iShares MSCI EAFE Growth ETF made up 0.04% of BIP Wealth's portfolio in Q1 2026, its #214 holding.
BIP Wealth first reported a position in iShares MSCI EAFE Growth ETF in Q1 2023 and has held it in 13 quarters since.
BIP Wealth's iShares MSCI EAFE Growth ETF position peaked at $1.32M in Q1 2023.
1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on BIP Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.