Bradley & Co Private Wealth Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Bradley & Co Private 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	$47K	Hold	422	–	–	0.02%	95
2025 Q4	$48.1K	Hold	422	–	–	0.03%	94
2025 Q3	$48.1K	Hold	422	–	–	0.03%	80
2025 Q2	$47.3K	Hold	422	–	–	0.03%	76
2025 Q1	$42.2K	Hold	422	–	–	0.03%	78
2024 Q4	$40.9K	Buy	+422	New	+$42.9K	0.03%	77
2024 Q2	$43.2K	Hold	422	–	–	0.03%	71
2024 Q1	$43.8K	Hold	422	–	–	0.04%	72
2023 Q4	$40.9K	Hold	422	–	–	0.04%	70
2023 Q3	$36.4K	Hold	422	–	–	0.04%	71
2023 Q2	$40.3K	Hold	422	–	–	0.04%	67
2023 Q1	$39.5K	Hold	422	–	–	0.04%	66
2022 Q4	$35.3K	Hold	422	–	–	0.04%	72
2022 Q3	$31K	Hold	422	–	–	0.04%	83
2022 Q2	$34K	Hold	422	–	–	0.04%	97
2022 Q1	$41K	Hold	422	–	–	0.04%	92
2021 Q4	$47K	Hold	422	–	–	0.04%	90
2021 Q3	$45K	Hold	422	–	–	0.04%	92
2021 Q2	$45K	Hold	422	–	–	0.04%	98
2021 Q1	$42K	Buy	+422	New	+$42.9K	0.04%	102

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

Bradley & Co Private Wealth Management's EFG Position: Q1 2026 in Review

Bradley & Co Private Wealth Management held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q1 2026 at 422 shares worth $47K. The position accounts for 0.02% of the portfolio, ranked #95.

Bradley & Co Private Wealth Management first reported a position in EFG in Q1 2021 and has held it in 20 quarters since. The position peaked at $48.1K in Q4 2025. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

Bradley & Co Private Wealth Management held 422 shares of iShares MSCI EAFE Growth ETF worth $47K as of Q1 2026.
Bradley & Co Private Wealth Management left its iShares MSCI EAFE Growth ETF share count unchanged in Q1 2026.
iShares MSCI EAFE Growth ETF made up 0.02% of Bradley & Co Private Wealth Management's portfolio in Q1 2026, its #95 holding.
Bradley & Co Private Wealth Management first reported a position in iShares MSCI EAFE Growth ETF in Q1 2021 and has held it in 20 quarters since.
Bradley & Co Private Wealth Management's iShares MSCI EAFE Growth ETF position peaked at $48.1K in Q4 2025.
1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Bradley & Co Private Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.