EPW
EFG icon

Endeavor Private Wealth’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Endeavor Private Wealth’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 		$4.36M Buy
39,191
+33,246
+559% +$3.91M 1.25% 20
2025
Q4 		$677K Sell
5,945
-19,316
-76% -$2.21M 0.19% 101
2025
Q3 		$2.88M Sell
25,261
-3,945
-14% -$440K 0.89% 32
2025
Q2 		$3.27M Buy
29,206
+3,185
+12% +$336K 1.55% 19
2025
Q1 		$2.6M Sell
26,021
-9,757
-27% -$995K 1.41% 18
2024
Q4 		$3.46M Buy
+35,778
New +$3.64M 3.29% 11

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

Endeavor Private Wealth's EFG Position: Q1 2026 in Review

Endeavor Private Wealth increased its iShares MSCI EAFE Growth ETF (EFG) stake by 559% in Q1 2026, buying an estimated $3.91M and bringing the position to 39,191 shares worth $4.36M. The position accounts for 1.25% of the portfolio, ranked #20.

Endeavor Private Wealth first reported a position in EFG in Q4 2024 and has held it in 6 quarters since. 1,010 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

  • Endeavor Private Wealth held 39,191 shares of iShares MSCI EAFE Growth ETF worth $4.36M as of Q1 2026.
  • Endeavor Private Wealth bought 33,246 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $3.91M.
  • iShares MSCI EAFE Growth ETF made up 1.25% of Endeavor Private Wealth's portfolio in Q1 2026, its #20 holding.
  • Endeavor Private Wealth first reported a position in iShares MSCI EAFE Growth ETF in Q4 2024 and has held it in 6 quarters since.
  • 1,010 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Endeavor Private Wealth's 13F filing for Q1 2026, filed 14 May 2026.