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FFG Retirement Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

FFG Retirement Advisors’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 		– Sell
-4,282
Closed -$488K – 44
2025
Q4 		$488K Sell
4,282
-11,208
-72% -$1.28M 0.3% 43
2025
Q3 		$1.76M Sell
15,490
-4,817
-24% -$537K 1.09% 35
2025
Q2 		$2.27M Sell
20,307
-11,260
-36% -$1.19M 1.42% 29
2025
Q1 		$3.16M Sell
31,567
-8,057
-20% -$821K 2.15% 18
2024
Q4 		$3.84M Buy
39,624
+1,177
+3% +$120K 2.51% 15
2024
Q3 		$4.14M Buy
38,447
+12,067
+46% +$1.25M 2.7% 13
2024
Q2 		$2.7M Buy
26,380
+860
+3% +$87.9K 1.88% 19
2024
Q1 		$2.65M Buy
25,520
+514
+2% +$51.2K 1.87% 19
2023
Q4 		$2.42M Sell
25,006
-14,369
-36% -$1.29M 1.87% 20
2023
Q3 		$3.4M Sell
39,375
-7,459
-16% -$688K 2.82% 14
2023
Q2 		$4.47M Buy
46,834
+10,168
+28% +$967K 3.58% 8
2023
Q1 		$3.43M Buy
36,666
+1,856
+5% +$167K 2.94% 11
2022
Q4 		$2.92M Buy
+34,810
New +$2.81M 2.66% 13

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 $18.1B AUM 15% 1-Year Est. Return

FFG Retirement Advisors's EFG Position: Q1 2026 in Review

FFG Retirement Advisors sold out of iShares MSCI EAFE Growth ETF (EFG) in Q1 2026, closing a stake of 4,282 shares — an estimated $488K sold.

FFG Retirement Advisors first reported a position in EFG in Q4 2022 and held it in 13 quarters. The position peaked at $4.47M in Q2 2023. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

  • FFG Retirement Advisors reported no remaining iShares MSCI EAFE Growth ETF position as of Q1 2026 after selling out during the quarter.
  • FFG Retirement Advisors sold 4,282 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $488K.
  • FFG Retirement Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q4 2022 and held it in 13 quarters.
  • FFG Retirement Advisors's iShares MSCI EAFE Growth ETF position peaked at $4.47M in Q2 2023.
  • 1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on FFG Retirement Advisors's 13F filing for Q1 2026, filed 15 Apr 2026.