Dynamic Wealth Strategies’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Dynamic Wealth Strategies’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	$108K	Hold	967	–	–	0.06%	116
2025 Q4	$110K	Buy	+967	New	+$111K	0.07%	111

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

Dynamic Wealth Strategies's EFG Position: Q1 2026 in Review

Dynamic Wealth Strategies held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q1 2026 at 967 shares worth $108K. The position accounts for 0.06% of the portfolio, ranked #116.

Dynamic Wealth Strategies first reported a position in EFG in Q4 2025 and has held it in 2 quarters since. The position peaked at $110K in Q4 2025. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

Dynamic Wealth Strategies held 967 shares of iShares MSCI EAFE Growth ETF worth $108K as of Q1 2026.
Dynamic Wealth Strategies left its iShares MSCI EAFE Growth ETF share count unchanged in Q1 2026.
iShares MSCI EAFE Growth ETF made up 0.06% of Dynamic Wealth Strategies's portfolio in Q1 2026, its #116 holding.
Dynamic Wealth Strategies first reported a position in iShares MSCI EAFE Growth ETF in Q4 2025 and has held it in 2 quarters since.
Dynamic Wealth Strategies's iShares MSCI EAFE Growth ETF position peaked at $110K in Q4 2025.
1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q1 2026, filed 13 May 2026.