DecisionMap Wealth Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

DecisionMap 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	–	Sell	-2,056	Closed	-$234K	–	132
2025 Q4	$234K	Sell	2,056 -11	-0.5%	-$1.26K	0.14%	122
2025 Q3	$235K	Sell	2,067 -23	-1%	-$2.56K	0.15%	114
2025 Q2	$234K	Buy	2,090 +87	+4%	+$9.18K	0.16%	113
2025 Q1	$200K	Buy	+2,003	New	+$204K	0.15%	116

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

DecisionMap Wealth Management's EFG Position: Q1 2026 in Review

DecisionMap Wealth Management sold out of iShares MSCI EAFE Growth ETF (EFG) in Q1 2026, closing a stake of 2,056 shares — an estimated $234K sold.

DecisionMap Wealth Management first reported a position in EFG in Q1 2025 and held it in 4 quarters. The position peaked at $235K in Q3 2025. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

DecisionMap Wealth Management reported no remaining iShares MSCI EAFE Growth ETF position as of Q1 2026 after selling out during the quarter.
DecisionMap Wealth Management sold 2,056 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $234K.
DecisionMap Wealth Management first reported a position in iShares MSCI EAFE Growth ETF in Q1 2025 and held it in 4 quarters.
DecisionMap Wealth Management's iShares MSCI EAFE Growth ETF position peaked at $235K in Q3 2025.
1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on DecisionMap Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.