EWM
EFG icon

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

Evolution 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 		$2.2M Buy
19,764
+8,710
+79% +$1.02M 1.61% 14
2025
Q4 		$1.26M Buy
11,054
+4,572
+71% +$524K 1.04% 22
2025
Q3 		$738K Buy
6,482
+3,008
+87% +$335K 0.76% 29
2025
Q2 		$389K Buy
+3,474
New +$366K 0.48% 39

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 $12.8B AUM 19.38% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

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

Evolution Wealth Management increased its iShares MSCI EAFE Growth ETF (EFG) stake by 79% in Q1 2026, buying an estimated $1.02M and bringing the position to 19,764 shares worth $2.2M. The position accounts for 1.61% of the portfolio, ranked #14.

Evolution Wealth Management first reported a position in EFG in Q2 2025 and has held it in 4 quarters since. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

  • Evolution Wealth Management held 19,764 shares of iShares MSCI EAFE Growth ETF worth $2.2M as of Q1 2026.
  • Evolution Wealth Management bought 8,710 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $1.02M.
  • iShares MSCI EAFE Growth ETF made up 1.61% of Evolution Wealth Management's portfolio in Q1 2026, its #14 holding.
  • Evolution Wealth Management first reported a position in iShares MSCI EAFE Growth ETF in Q2 2025 and has held it in 4 quarters since.
  • 1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Evolution Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.