Commonwealth Retirement Investments’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Commonwealth Retirement Investments’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	$2M	Buy	17,972 +17,130	+2,034%	+$2.01M	0.62%	45
2025 Q4	$95.9K	Sell	842 -2,387	-74%	-$274K	0.03%	150
2025 Q3	$368K	Sell	3,229 -9,634	-75%	-$1.07M	0.13%	102
2025 Q2	$1.44M	Sell	12,863 -9	-0.1%	-$949	0.55%	50
2025 Q1	$1.29M	Sell	12,872 -10,153	-44%	-$1.03M	0.52%	57
2024 Q4	$2.23M	Buy	23,025 +2,840	+14%	+$289K	0.92%	37
2024 Q3	$2.17M	Sell	20,185 -165	-0.8%	-$17.1K	0.91%	36
2024 Q2	$2.08M	Buy	20,350 +7,876	+63%	+$805K	0.95%	33
2024 Q1	$1.29M	Buy	12,474 +331	+3%	+$33K	0.62%	52
2023 Q4	$1.18M	Sell	12,143 -6,297	-34%	-$564K	0.62%	51
2023 Q3	$1.59M	Sell	18,440 -3,365	-15%	-$310K	0.92%	32
2023 Q2	$2.08M	Buy	21,805 +32	+0.1%	+$3.04K	1.16%	30
2023 Q1	$2.04M	Buy	21,773 +7,033	+48%	+$633K	1.21%	32
2022 Q4	$1.23M	Buy	+14,740	New	+$1.19M	0.75%	35

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

Commonwealth Retirement Investments's EFG Position: Q1 2026 in Review

Commonwealth Retirement Investments increased its iShares MSCI EAFE Growth ETF (EFG) stake by 2,034% in Q1 2026, buying an estimated $2.01M and bringing the position to 17,972 shares worth $2M. The position accounts for 0.62% of the portfolio, ranked #45.

Commonwealth Retirement Investments first reported a position in EFG in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.23M in Q4 2024. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

Commonwealth Retirement Investments held 17,972 shares of iShares MSCI EAFE Growth ETF worth $2M as of Q1 2026.
Commonwealth Retirement Investments bought 17,130 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $2.01M.
iShares MSCI EAFE Growth ETF made up 0.62% of Commonwealth Retirement Investments's portfolio in Q1 2026, its #45 holding.
Commonwealth Retirement Investments first reported a position in iShares MSCI EAFE Growth ETF in Q4 2022 and has held it in 14 quarters since.
Commonwealth Retirement Investments's iShares MSCI EAFE Growth ETF position peaked at $2.23M in Q4 2024.
1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Commonwealth Retirement Investments's 13F filing for Q1 2026, filed 11 May 2026.