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

Evermay 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	$27.3K	Hold	245	–	–	﹤0.01%	364
2025 Q4	$27.9K	Buy	245 +114	+87%	+$13.1K	﹤0.01%	360
2025 Q3	$14.9K	Hold	131	–	–	﹤0.01%	415
2025 Q2	$14.7K	Hold	131	–	–	﹤0.01%	413
2025 Q1	$13.1K	Hold	131	–	–	﹤0.01%	418
2024 Q4	$12.7K	Sell	131 -121	-48%	-$12.3K	﹤0.01%	417
2024 Q3	$27.1K	Buy	252 +225	+833%	+$23.3K	﹤0.01%	379
2024 Q2	$2.76K	Hold	27	–	–	﹤0.01%	525
2024 Q1	$2.8K	Hold	27	–	–	﹤0.01%	521
2023 Q4	$2.62K	Buy	+27	New	+$2.42K	﹤0.01%	506
2022 Q1	–	Sell	-49	Closed	-$5K	–	537
2021 Q4	$5K	Buy	+49	New	+$5.37K	﹤0.01%	447

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

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

Evermay Wealth Management held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q1 2026 at 245 shares worth $27.3K. The position accounts for ﹤0.01% of the portfolio, ranked #364.

Evermay Wealth Management first reported a position in EFG in Q4 2021 and has held it in 11 quarters since. The position peaked at $27.9K in Q4 2025. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

Evermay Wealth Management held 245 shares of iShares MSCI EAFE Growth ETF worth $27.3K as of Q1 2026.
Evermay 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 Evermay Wealth Management's portfolio in Q1 2026, its #364 holding.
Evermay Wealth Management first reported a position in iShares MSCI EAFE Growth ETF in Q4 2021 and has held it in 11 quarters since.
Evermay Wealth Management's iShares MSCI EAFE Growth ETF position peaked at $27.9K in Q4 2025.
1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.