BridgePort Financial Solutions’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

BridgePort Financial Solutions’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	$1.81M	Buy	16,210 +10,321	+175%	+$1.21M	0.51%	43
2025 Q4	$671K	Sell	5,889 -2,365	-29%	-$271K	0.18%	105
2025 Q3	$940K	Sell	8,254 -7,830	-49%	-$873K	0.25%	78
2025 Q2	$1.8M	Sell	16,084 -413	-3%	-$43.6K	0.6%	39
2025 Q1	$1.65M	Buy	16,497 +38	+0.2%	+$3.87K	0.74%	34
2024 Q4	$1.68M	Buy	+16,459	New	+$1.67M	0.76%	33

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

BridgePort Financial Solutions's EFG Position: Q1 2026 in Review

BridgePort Financial Solutions increased its iShares MSCI EAFE Growth ETF (EFG) stake by 175% in Q1 2026, buying an estimated $1.21M and bringing the position to 16,210 shares worth $1.81M. The position accounts for 0.51% of the portfolio, ranked #43.

BridgePort Financial Solutions first reported a position in EFG in Q4 2024 and has held it in 6 quarters since. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

BridgePort Financial Solutions held 16,210 shares of iShares MSCI EAFE Growth ETF worth $1.81M as of Q1 2026.
BridgePort Financial Solutions bought 10,321 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $1.21M.
iShares MSCI EAFE Growth ETF made up 0.51% of BridgePort Financial Solutions's portfolio in Q1 2026, its #43 holding.
BridgePort Financial Solutions first reported a position in iShares MSCI EAFE Growth ETF in Q4 2024 and has held it in 6 quarters since.
1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on BridgePort Financial Solutions's 13F filing for Q1 2026, filed 16 Apr 2026.