Destiny Wealth Partners’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Destiny Wealth Partners’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	$51.8K	Buy	+465	New	+$54.7K	0.01%	432
2023 Q1	–	Sell	-657	Closed	-$55K	–	309
2022 Q4	$55K	Sell	657 -79	-11%	-$6.39K	0.01%	285
2022 Q3	$53K	Sell	736 -133	-15%	-$10.8K	0.01%	272
2022 Q2	$70K	Sell	869 -377	-30%	-$32.7K	0.02%	254
2022 Q1	$120K	Sell	1,246 -97	-7%	-$9.54K	0.02%	207
2021 Q4	$148K	Hold	1,343	–	–	0.03%	201
2021 Q3	$143K	Buy	+1,343	New	+$148K	0.03%	192
2021 Q2	–	Sell	-1,734	Closed	-$174K	–	272
2021 Q1	$174K	Sell	1,734 -53	-3%	-$5.39K	0.04%	168
2020 Q4	$180K	Buy	+1,787	New	+$169K	0.04%	209

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

Destiny Wealth Partners's EFG Position: Q1 2026 in Review

Destiny Wealth Partners opened a new position in iShares MSCI EAFE Growth ETF (EFG) in Q1 2026: 465 shares worth $51.8K. The stake represents 0.01% of the portfolio and ranks #432 among its holdings. This is a return to the name: Destiny Wealth Partners previously reported a position in EFG as recently as Q4 2022.

Destiny Wealth Partners first reported a position in EFG in Q4 2020 and has held it in 9 quarters since. The position peaked at $180K in Q4 2020. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

Destiny Wealth Partners held 465 shares of iShares MSCI EAFE Growth ETF worth $51.8K as of Q1 2026.
iShares MSCI EAFE Growth ETF was a new Destiny Wealth Partners position in Q1 2026.
iShares MSCI EAFE Growth ETF made up 0.01% of Destiny Wealth Partners's portfolio in Q1 2026, its #432 holding.
Destiny Wealth Partners first reported a position in iShares MSCI EAFE Growth ETF in Q4 2020 and has held it in 9 quarters since.
Destiny Wealth Partners's iShares MSCI EAFE Growth ETF position peaked at $180K in Q4 2020.
1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Destiny Wealth Partners's 13F filing for Q1 2026, filed 11 May 2026.