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

Evoke 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 		$3.77M Buy
33,815
+8,942
+36% +$1.05M 0.07% 105
2025
Q4 		$2.83M Buy
24,873
+4,145
+20% +$475K 0.05% 138
2025
Q3 		$2.36M Buy
20,728
+5,372
+35% +$599K 0.05% 146
2025
Q2 		$1.72M Buy
15,356
+3,146
+26% +$332K 0.04% 176
2025
Q1 		$1.22M Buy
12,210
+903
+8% +$92K 0.03% 174
2024
Q4 		$1.09M Sell
11,307
-1,074
-9% -$109K 0.03% 183
2024
Q3 		$1.33M Buy
+12,381
New +$1.28M 0.04% 163
2024
Q2 		– Sell
-11,605
Closed -$1.2M – 188
2024
Q1 		$1.2M Buy
+11,605
New +$1.16M 0.04% 160
2023
Q4 		– Sell
-15,923
Closed -$1.37M – 171
2023
Q3 		$1.37M Buy
15,923
+7,155
+82% +$660K 0.05% 150
2023
Q2 		$837K Buy
8,768
+2,525
+40% +$240K 0.03% 176
2023
Q1 		$585K Hold
6,243
– – 0.02% 200
2022
Q4 		$523K Sell
6,243
-217
-3% -$17.5K 0.02% 210
2022
Q3 		$469K Buy
6,460
+404
+7% +$33K 0.02% 213
2022
Q2 		$487K Sell
6,056
-203
-3% -$17.6K 0.02% 219
2022
Q1 		$603K Buy
6,259
+6,114
+4,217% +$601K 0.02% 213
2021
Q4 		$16K Buy
+145
New +$15.9K ﹤0.01% 711

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

Evoke Wealth's EFG Position: Q1 2026 in Review

Evoke Wealth increased its iShares MSCI EAFE Growth ETF (EFG) stake by 36% in Q1 2026, buying an estimated $1.05M and bringing the position to 33,815 shares worth $3.77M. The position accounts for 0.07% of the portfolio, ranked #105.

Evoke Wealth first reported a position in EFG in Q4 2021 and has held it in 16 quarters since. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

  • Evoke Wealth held 33,815 shares of iShares MSCI EAFE Growth ETF worth $3.77M as of Q1 2026.
  • Evoke Wealth bought 8,942 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $1.05M.
  • iShares MSCI EAFE Growth ETF made up 0.07% of Evoke Wealth's portfolio in Q1 2026, its #105 holding.
  • Evoke Wealth first reported a position in iShares MSCI EAFE Growth ETF in Q4 2021 and has held it in 16 quarters since.
  • 1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

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