Evergreen Wealth Solutions’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Evergreen Wealth Solutions’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	$639K	Buy	+5,741	New	+$675K	0.05%	219

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

Evergreen Wealth Solutions's EFG Position: Q1 2026 in Review

Evergreen Wealth Solutions opened a new position in iShares MSCI EAFE Growth ETF (EFG) in Q1 2026: 5,741 shares worth $639K. The stake represents 0.05% of the portfolio and ranks #219 among its holdings.

1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

Evergreen Wealth Solutions held 5,741 shares of iShares MSCI EAFE Growth ETF worth $639K as of Q1 2026.
iShares MSCI EAFE Growth ETF was a new Evergreen Wealth Solutions position in Q1 2026.
iShares MSCI EAFE Growth ETF made up 0.05% of Evergreen Wealth Solutions's portfolio in Q1 2026, its #219 holding.
1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q1 2026, filed 15 May 2026.