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

BlackDiamond 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	$2.55M	Buy	22,938 +17,406	+315%	+$2.05M	1.23%	19
2025 Q4	$672K	Sell	5,532 -5,702	-51%	-$654K	0.33%	65
2025 Q3	$1.28M	Sell	11,234 -8,278	-42%	-$923K	0.7%	40
2025 Q2	$2.17M	Sell	19,512 -564	-3%	-$59.5K	1.25%	23
2025 Q1	$2.13M	Sell	20,076 -8,603	-30%	-$877K	1.44%	22
2024 Q4	$2.78M	Buy	28,679 +230	+0.8%	+$23.4K	1.6%	19
2024 Q3	$2.84M	Sell	28,449 -56	-0.2%	-$5.81K	1.71%	16
2024 Q2	$2.84M	Buy	28,505 +818	+3%	+$83.6K	1.87%	12
2024 Q1	$2.87M	Sell	27,687 -3,019	-10%	-$301K	2.05%	9
2023 Q4	$2.99M	Buy	30,706 +1,262	+4%	+$113K	2.2%	7
2023 Q3	$2.46M	Sell	29,444 -11,323	-28%	-$1.04M	2.23%	9
2023 Q2	$3.89M	Sell	40,767 -2,630	-6%	-$250K	3.29%	5
2023 Q1	$4.13M	Buy	43,397 +18,004	+71%	+$1.62M	4.23%	5
2022 Q4	$2.23M	Sell	25,393 -1,072	-4%	-$86.7K	2.53%	7
2022 Q3	$2.03M	Buy	26,465 +7,403	+39%	+$604K	2.44%	7
2022 Q2	$1.58M	Sell	19,062 -1,837	-9%	-$160K	1.97%	14
2022 Q1	$2.01M	Sell	20,899 -12,691	-38%	-$1.25M	2.4%	10
2021 Q4	$3.71M	Buy	+33,590	New	+$3.68M	4.25%	4

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

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

BlackDiamond Wealth Management increased its iShares MSCI EAFE Growth ETF (EFG) stake by 315% in Q1 2026, buying an estimated $2.05M and bringing the position to 22,938 shares worth $2.55M. The position accounts for 1.23% of the portfolio, ranked #19.

BlackDiamond Wealth Management first reported a position in EFG in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.13M in Q1 2023. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

BlackDiamond Wealth Management held 22,938 shares of iShares MSCI EAFE Growth ETF worth $2.55M as of Q1 2026.
BlackDiamond Wealth Management bought 17,406 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $2.05M.
iShares MSCI EAFE Growth ETF made up 1.23% of BlackDiamond Wealth Management's portfolio in Q1 2026, its #19 holding.
BlackDiamond Wealth Management first reported a position in iShares MSCI EAFE Growth ETF in Q4 2021 and has held it in 18 quarters since.
BlackDiamond Wealth Management's iShares MSCI EAFE Growth ETF position peaked at $4.13M in Q1 2023.
1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on BlackDiamond Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.