Focus Partners Wealth’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Focus Partners Wealth’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	$67.3M	Sell	604,475 -27,493	-4%	-$3.23M	0.07%	236
2025 Q4	$72M	Buy	631,968 +8,399	+1%	+$963K	0.08%	217
2025 Q3	$71M	Buy	623,569 +14,251	+2%	+$1.59M	0.11%	157
2025 Q2	$68.2M	Buy	609,318 +104,203	+21%	+$11M	0.15%	144
2025 Q1	$50.5M	Sell	505,115 -37,528	-7%	-$3.83M	0.13%	163
2024 Q4	$52.5M	Buy	542,643 +57,523	+12%	+$5.85M	0.14%	153
2024 Q3	$52.2M	Sell	485,120 -270,306	-36%	-$28M	0.17%	132
2024 Q2	$77.3M	Buy	755,426 +437,980	+138%	+$44.8M	0.26%	92
2024 Q1	$32.9M	Buy	317,446 +72,905	+30%	+$7.26M	0.27%	96
2023 Q4	$23.7M	Buy	+244,541	New	+$21.9M	0.31%	89

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

Focus Partners Wealth's EFG Position: Q1 2026 in Review

Focus Partners Wealth reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 4.4% in Q1 2026, selling an estimated $3.23M and leaving 604,475 shares worth $67.3M. The position accounts for 0.07% of the portfolio, ranked #236.

Focus Partners Wealth first reported a position in EFG in Q4 2023 and has held it in 10 quarters since. The position peaked at $77.3M in Q2 2024. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

Focus Partners Wealth held 604,475 shares of iShares MSCI EAFE Growth ETF worth $67.3M as of Q1 2026.
Focus Partners Wealth sold 27,493 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $3.23M.
iShares MSCI EAFE Growth ETF made up 0.07% of Focus Partners Wealth's portfolio in Q1 2026, its #236 holding.
Focus Partners Wealth first reported a position in iShares MSCI EAFE Growth ETF in Q4 2023 and has held it in 10 quarters since.
Focus Partners Wealth's iShares MSCI EAFE Growth ETF position peaked at $77.3M in Q2 2024.
1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.