Emergent Wealth Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Emergent Wealth Advisors’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	-10,859	Closed	-$1.24M	–	128
2025 Q4	$1.24M	Sell	10,859 -3,317	-23%	-$380K	0.7%	34
2025 Q3	$1.61M	Sell	14,176 -1,006	-7%	-$112K	0.94%	25
2025 Q2	$1.7M	Sell	15,182 -439	-3%	-$46.3K	1.09%	23
2025 Q1	$1.56M	Buy	15,621 +497	+3%	+$50.7K	1.13%	22
2024 Q4	$1.46M	Buy	15,124 +201	+1%	+$20.4K	1.06%	23
2024 Q3	$1.61M	Buy	14,923 +5,251	+54%	+$545K	1.19%	22
2024 Q2	$989K	Buy	9,672 +860	+10%	+$87.9K	0.8%	27
2024 Q1	$945K	Sell	8,812 -12,219	-58%	-$1.22M	0.81%	25
2023 Q4	$2.04M	Buy	+21,031	New	+$1.88M	1.9%	12

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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

Emergent Wealth Advisors's EFG Position: Q1 2026 in Review

Emergent Wealth Advisors sold out of iShares MSCI EAFE Growth ETF (EFG) in Q1 2026, closing a stake of 10,859 shares — an estimated $1.24M sold.

Emergent Wealth Advisors first reported a position in EFG in Q4 2023 and held it in 9 quarters. The position peaked at $2.04M in Q4 2023. 1,013 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

Emergent Wealth Advisors reported no remaining iShares MSCI EAFE Growth ETF position as of Q1 2026 after selling out during the quarter.
Emergent Wealth Advisors sold 10,859 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $1.24M.
Emergent Wealth Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q4 2023 and held it in 9 quarters.
Emergent Wealth Advisors's iShares MSCI EAFE Growth ETF position peaked at $2.04M in Q4 2023.
1,013 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Emergent Wealth Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.