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

Diversify 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 		$8.72M Buy
74,987
+62,052
+480% +$7.3M 0.16% 146
2025
Q4 		$1.54M Buy
+12,935
New +$1.48M 0.07% 246

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 $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

Diversify Wealth Management increased its iShares MSCI EAFE Growth ETF (EFG) stake by 480% in Q1 2026, buying an estimated $7.3M and bringing the position to 74,987 shares worth $8.72M. The position accounts for 0.16% of the portfolio, ranked #146.

Diversify Wealth Management first reported a position in EFG in Q4 2025 and has held it in 2 quarters since. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

  • Diversify Wealth Management held 74,987 shares of iShares MSCI EAFE Growth ETF worth $8.72M as of Q1 2026.
  • Diversify Wealth Management bought 62,052 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $7.3M.
  • iShares MSCI EAFE Growth ETF made up 0.16% of Diversify Wealth Management's portfolio in Q1 2026, its #146 holding.
  • Diversify Wealth Management first reported a position in iShares MSCI EAFE Growth ETF in Q4 2025 and has held it in 2 quarters since.
  • 1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.