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Consilio Wealth Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Consilio Wealth Advisors’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 		$4.49M Sell
40,319
-304
-0.7% -$35.8K 1.31% 20
2025
Q4 		$4.63M Sell
40,623
-164
-0.4% -$18.8K 1.35% 17
2025
Q3 		$4.64M Sell
40,787
-639
-2% -$71.2K 1.53% 15
2025
Q2 		$4.63M Buy
41,426
+29,027
+234% +$3.06M 1.65% 14
2025
Q1 		$1.24M Sell
12,399
-156,653
-93% -$16M 0.52% 22
2024
Q4 		$16.4M Buy
169,052
+5,596
+3% +$569K 6.7% 5
2024
Q3 		$17.6M Buy
163,456
+12,024
+8% +$1.25M 7.26% 4
2024
Q2 		$15.5M Buy
151,432
+3,727
+3% +$381K 6.95% 5
2024
Q1 		$15.3M Buy
147,705
+4,179
+3% +$416K 7.18% 5
2023
Q4 		$13.9M Buy
143,526
+11,222
+8% +$1.01M 7.05% 5
2023
Q3 		$11.1M Buy
132,304
+4,480
+4% +$413K 6.47% 6
2023
Q2 		$12.2M Sell
127,824
-63
-0% -$5.99K 6.71% 4
2023
Q1 		$12M Buy
127,887
+26,106
+26% +$2.35M 6.78% 4
2022
Q4 		$8.53M Buy
+101,781
New +$8.23M 5.45% 5

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
JP Morgan Chase
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
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
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

Consilio Wealth Advisors's EFG Position: Q1 2026 in Review

Consilio Wealth Advisors reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 0.75% in Q1 2026, selling an estimated $35.8K and leaving 40,319 shares worth $4.49M. The position accounts for 1.31% of the portfolio, ranked #20.

Consilio Wealth Advisors first reported a position in EFG in Q4 2022 and has held it in 14 quarters since. The position peaked at $17.6M in Q3 2024. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

  • Consilio Wealth Advisors held 40,319 shares of iShares MSCI EAFE Growth ETF worth $4.49M as of Q1 2026.
  • Consilio Wealth Advisors sold 304 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $35.8K.
  • iShares MSCI EAFE Growth ETF made up 1.31% of Consilio Wealth Advisors's portfolio in Q1 2026, its #20 holding.
  • Consilio Wealth Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q4 2022 and has held it in 14 quarters since.
  • Consilio Wealth Advisors's iShares MSCI EAFE Growth ETF position peaked at $17.6M in Q3 2024.
  • 1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Consilio Wealth Advisors's 13F filing for Q1 2026, filed 4 May 2026.