Blalock Williams’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Blalock Williams’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	$2.09M	Buy	18,794 +16,911	+898%	+$1.99M	1.62%	14
2025 Q4	$215K	Sell	1,883 -2,647	-58%	-$303K	0.17%	129
2025 Q3	$516K	Sell	4,530 -7,541	-62%	-$840K	0.45%	58
2025 Q2	$1.35M	Sell	12,071 -439	-4%	-$46.3K	1.35%	18
2025 Q1	$1.25M	Sell	12,510 -9,983	-44%	-$1.02M	1.4%	16
2024 Q4	$2.18M	Buy	+22,493	New	+$2.29M	2.53%	6

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Blalock Williams's EFG Position: Q1 2026 in Review

Blalock Williams increased its iShares MSCI EAFE Growth ETF (EFG) stake by 898% in Q1 2026, buying an estimated $1.99M and bringing the position to 18,794 shares worth $2.09M. The position accounts for 1.62% of the portfolio, ranked #14.

Blalock Williams first reported a position in EFG in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.18M in Q4 2024. 1,010 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

Blalock Williams held 18,794 shares of iShares MSCI EAFE Growth ETF worth $2.09M as of Q1 2026.
Blalock Williams bought 16,911 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $1.99M.
iShares MSCI EAFE Growth ETF made up 1.62% of Blalock Williams's portfolio in Q1 2026, its #14 holding.
Blalock Williams first reported a position in iShares MSCI EAFE Growth ETF in Q4 2024 and has held it in 6 quarters since.
Blalock Williams's iShares MSCI EAFE Growth ETF position peaked at $2.18M in Q4 2024.
1,010 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Blalock Williams's 13F filing for Q1 2026, filed 14 May 2026.