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

EPG 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	$19.9K	Hold	179	–	–	0.01%	259
2025 Q4	$20.4K	Hold	179	–	–	0.01%	257
2025 Q3	$20.3K	Hold	179	–	–	0.01%	257
2025 Q2	$20K	Buy	179 +1	+0.6%	+$105	0.01%	253
2025 Q1	$17.8K	Hold	178	–	–	0.01%	345
2024 Q4	$17.3K	Hold	178	–	–	﹤0.01%	350
2024 Q3	$19.2K	Buy	+178	New	+$18.5K	﹤0.01%	346
2024 Q2	–	Sell	-162	Closed	-$16.6K	–	377
2024 Q1	$16.8K	Hold	162	–	–	﹤0.01%	371
2023 Q4	$15.8K	Hold	162	–	–	﹤0.01%	355
2023 Q3	$14K	Hold	162	–	–	﹤0.01%	351
2023 Q2	$15.5K	Hold	162	–	–	﹤0.01%	337
2023 Q1	$15.2K	Hold	162	–	–	﹤0.01%	344
2022 Q4	$13.6K	Hold	162	–	–	0.01%	321
2022 Q3	$12K	Buy	+162	New	+$13.2K	﹤0.01%	326
2022 Q2	–	Sell	-162	Closed	-$16K	–	250
2022 Q1	$16K	Hold	162	–	–	0.01%	336
2021 Q4	$18K	Hold	162	–	–	0.01%	340
2021 Q3	$17K	Buy	+162	New	+$17.8K	0.01%	315
2020 Q2	–	Sell	-209	Closed	-$15K	–	311
2020 Q1	$15K	Buy	209 +13	+7%	+$1.05K	0.01%	429
2019 Q4	$17K	Buy	+196	New	+$16.4K	0.01%	371

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

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

EPG Wealth Management held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q1 2026 at 179 shares worth $19.9K. The position accounts for 0.01% of the portfolio, ranked #259.

EPG Wealth Management first reported a position in EFG in Q4 2019 and has held it in 19 quarters since. The position peaked at $20.4K in Q4 2025. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

EPG Wealth Management held 179 shares of iShares MSCI EAFE Growth ETF worth $19.9K as of Q1 2026.
EPG Wealth Management left its iShares MSCI EAFE Growth ETF share count unchanged in Q1 2026.
iShares MSCI EAFE Growth ETF made up 0.01% of EPG Wealth Management's portfolio in Q1 2026, its #259 holding.
EPG Wealth Management first reported a position in iShares MSCI EAFE Growth ETF in Q4 2019 and has held it in 19 quarters since.
EPG Wealth Management's iShares MSCI EAFE Growth ETF position peaked at $20.4K in Q4 2025.
1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on EPG Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.