FP
EFG icon

Financial Perspectives’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Financial Perspectives’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 		$716K Buy
6,426
+565
+10% +$66.4K 0.2% 71
2025
Q4 		$668K Buy
5,861
+1,554
+36% +$178K 0.18% 74
2025
Q3 		$490K Buy
4,307
+435
+11% +$48.5K 0.14% 94
2025
Q2 		$434K Buy
3,872
+302
+8% +$31.9K 0.13% 98
2025
Q1 		$357K Buy
3,570
+179
+5% +$18.2K 0.12% 99
2024
Q4 		$328K Sell
3,391
-302
-8% -$30.7K 0.11% 105
2024
Q3 		$398K Sell
3,693
-154
-4% -$16K 0.14% 93
2024
Q2 		$394K Sell
3,847
-5
-0.1% -$511 0.15% 87
2024
Q1 		$400K Buy
3,852
+433
+13% +$43.1K 0.15% 83
2023
Q4 		$331K Buy
3,419
+177
+5% +$15.9K 0.13% 94
2023
Q3 		$280K Buy
3,242
+55
+2% +$5.07K 0.13% 93
2023
Q2 		$304K Buy
3,187
+581
+22% +$55.3K 0.13% 93
2023
Q1 		$244K Buy
2,606
+254
+11% +$22.8K 0.12% 102
2022
Q4 		$197K Buy
2,352
+345
+17% +$27.9K 0.1% 121
2022
Q3 		$146K Buy
2,007
+259
+15% +$21.1K 0.08% 138
2022
Q2 		$141K Sell
1,748
-610
-26% -$53K 0.08% 143
2022
Q1 		$227K Buy
2,358
+700
+42% +$68.8K 0.11% 120
2021
Q4 		$183K Buy
1,658
+377
+29% +$41.3K 0.09% 130
2021
Q3 		$136K Buy
1,281
+122
+11% +$13.4K 0.07% 149
2021
Q2 		$124K Sell
1,159
-89,476
-99% -$9.51M 0.06% 166
2021
Q1 		$902K Buy
90,635
+90,176
+19,646% +$9.17M 0.04% 223
2020
Q4 		$46.3K Buy
459
+52
+13% +$4.92K 0.03% 235
2020
Q3 		$36.6K Hold
407
– – 0.02% 225
2020
Q2 		$33.8K Buy
407
+3
+0.7% +$234 0.02% 214
2020
Q1 		$28.8K Hold
404
– – 0.02% 208
2019
Q4 		$35K Buy
+404
New +$33.7K 0.02% 206

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

Financial Perspectives's EFG Position: Q1 2026 in Review

Financial Perspectives increased its iShares MSCI EAFE Growth ETF (EFG) stake by 9.6% in Q1 2026, buying an estimated $66.4K and bringing the position to 6,426 shares worth $716K. The position accounts for 0.2% of the portfolio, ranked #71.

Financial Perspectives first reported a position in EFG in Q4 2019 and has held it in 26 quarters since. The position peaked at $902K in Q1 2021. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

  • Financial Perspectives held 6,426 shares of iShares MSCI EAFE Growth ETF worth $716K as of Q1 2026.
  • Financial Perspectives bought 565 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $66.4K.
  • iShares MSCI EAFE Growth ETF made up 0.2% of Financial Perspectives's portfolio in Q1 2026, its #71 holding.
  • Financial Perspectives first reported a position in iShares MSCI EAFE Growth ETF in Q4 2019 and has held it in 26 quarters since.
  • Financial Perspectives's iShares MSCI EAFE Growth ETF position peaked at $902K in Q1 2021.
  • 1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Financial Perspectives's 13F filing for Q1 2026, filed 11 May 2026.