Dynamic Financial Group’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Dynamic Financial Group’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	$1.53M	Sell	13,701 -8	-0.1%	-$941	1.25%	12
2025 Q4	$1.56M	Buy	13,709 +325	+2%	+$37.3K	1.33%	10
2025 Q3	$1.52M	Sell	13,384 -144	-1%	-$16K	1.32%	10
2025 Q2	$1.52M	Sell	13,528 -524	-4%	-$55.3K	1.46%	8
2025 Q1	$1.41M	Buy	14,052 +30	+0.2%	+$3.06K	1.41%	8
2024 Q4	$1.36M	Buy	+14,022	New	+$1.42M	1.38%	9

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

Dynamic Financial Group's EFG Position: Q1 2026 in Review

Dynamic Financial Group reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 0.06% in Q1 2026, selling an estimated $941 and leaving 13,701 shares worth $1.53M. The position accounts for 1.25% of the portfolio, ranked #12.

Dynamic Financial Group first reported a position in EFG in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.56M in Q4 2025. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

Dynamic Financial Group held 13,701 shares of iShares MSCI EAFE Growth ETF worth $1.53M as of Q1 2026.
Dynamic Financial Group sold 8 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $941.
iShares MSCI EAFE Growth ETF made up 1.25% of Dynamic Financial Group's portfolio in Q1 2026, its #12 holding.
Dynamic Financial Group first reported a position in iShares MSCI EAFE Growth ETF in Q4 2024 and has held it in 6 quarters since.
Dynamic Financial Group's iShares MSCI EAFE Growth ETF position peaked at $1.56M in Q4 2025.
1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Dynamic Financial Group's 13F filing for Q1 2026, filed 12 May 2026.