Financial Gravity Asset Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Financial Gravity Asset 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	$46K	Hold	413	–	–	0.01%	310
2025 Q4	$47K	Sell	413 -120	-23%	-$13.8K	0.01%	261
2025 Q3	$60.7K	Buy	+533	New	+$59.4K	0.01%	275
2025 Q1	$112K	Buy	+1,121	New	+$114K	0.02%	209
2024 Q2	$250K	Sell	2,445 -4,734	-66%	-$484K	0.06%	106
2024 Q1	$713K	Sell	7,179 -283,841	-98%	-$28.3M	0.1%	91
2023 Q4	$2.85M	Buy	291,020 +4,660	+2%	+$418K	0.03%	178
2023 Q3	$2.4M	Buy	286,360 +260,607	+1,012%	+$24M	0.03%	188
2023 Q2	$2.46K	Buy	25,753 +1,511	+6%	+$144K	0.01%	608
2023 Q1	$2.24K	Buy	+24,242	New	+$2.18M	0.07%	286
2020 Q2	–	Sell	-22	Closed	-$1.58K	–	249
2020 Q1	$1.58K	Buy	22 +8	+57%	+$648	﹤0.01%	421
2019 Q4	$86K	Buy	14 +11	+367%	+$918	0.06%	379
2019 Q3	$0	Hold	3	–	–	﹤0.01%	1286
2019 Q2	$0	Sell	3 -3	-50%	-$237	﹤0.01%	1334
2019 Q1	$0	Buy	+6	New	+$445	﹤0.01%	1369
2018 Q3	$50K	Buy	705 +49	+7%	+$3.91K	0.05%	319
2018 Q2	$52K	Buy	656 +41	+7%	+$3.32K	0.05%	311
2018 Q1	$50K	Buy	+615	New	+$50.2K	0.05%	310

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

Financial Gravity Asset Management's EFG Position: Q1 2026 in Review

Financial Gravity Asset Management held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q1 2026 at 413 shares worth $46K. The position accounts for 0.01% of the portfolio, ranked #310.

Financial Gravity Asset Management first reported a position in EFG in Q1 2018 and has held it in 18 quarters since. The position peaked at $2.85M in Q4 2023. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

Financial Gravity Asset Management held 413 shares of iShares MSCI EAFE Growth ETF worth $46K as of Q1 2026.
Financial Gravity Asset Management left its iShares MSCI EAFE Growth ETF share count unchanged in Q1 2026.
iShares MSCI EAFE Growth ETF made up 0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #310 holding.
Financial Gravity Asset Management first reported a position in iShares MSCI EAFE Growth ETF in Q1 2018 and has held it in 18 quarters since.
Financial Gravity Asset Management's iShares MSCI EAFE Growth ETF position peaked at $2.85M in Q4 2023.
1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.