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

FLP 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	$638K	Sell	5,731 -323	-5%	-$38K	1.32%	28
2025 Q4	$690K	Buy	6,054 +874	+17%	+$100K	1.63%	17
2025 Q3	$590K	Sell	5,180 -1,492	-22%	-$166K	1.66%	19
2025 Q2	$747K	Buy	6,672 +439	+7%	+$46.3K	2.1%	16
2025 Q1	$623K	Buy	6,233 +46	+0.7%	+$4.69K	1.98%	18
2024 Q4	$599K	Buy	+6,187	New	+$629K	1.53%	18

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

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

FLP Wealth Management reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 5.3% in Q1 2026, selling an estimated $38K and leaving 5,731 shares worth $638K. The position accounts for 1.32% of the portfolio, ranked #28.

FLP Wealth Management first reported a position in EFG in Q4 2024 and has held it in 6 quarters since. The position peaked at $747K in Q2 2025. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

FLP Wealth Management held 5,731 shares of iShares MSCI EAFE Growth ETF worth $638K as of Q1 2026.
FLP Wealth Management sold 323 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $38K.
iShares MSCI EAFE Growth ETF made up 1.32% of FLP Wealth Management's portfolio in Q1 2026, its #28 holding.
FLP Wealth Management first reported a position in iShares MSCI EAFE Growth ETF in Q4 2024 and has held it in 6 quarters since.
FLP Wealth Management's iShares MSCI EAFE Growth ETF position peaked at $747K in Q2 2025.
1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on FLP Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.