FFO
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Fortitude Family Office’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Fortitude Family Office’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
-165
Closed -$18.8K – 1940
2025
Q4 		$18.8K Buy
+165
New +$18.9K ﹤0.01% 416
2024
Q1 		– Sell
-237
Closed -$23K – 1002
2023
Q4 		$23K Buy
+237
New +$21.2K 0.02% 277

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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 $20.9B AUM 19.34% 1-Year Est. Return

Fortitude Family Office's EFG Position: Q1 2026 in Review

Fortitude Family Office sold out of iShares MSCI EAFE Growth ETF (EFG) in Q1 2026, closing a stake of 165 shares — an estimated $18.8K sold.

Fortitude Family Office first reported a position in EFG in Q4 2023 and held it in 2 quarters. The position peaked at $23K in Q4 2023. 1,013 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

  • Fortitude Family Office reported no remaining iShares MSCI EAFE Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Fortitude Family Office sold 165 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $18.8K.
  • Fortitude Family Office first reported a position in iShares MSCI EAFE Growth ETF in Q4 2023 and held it in 2 quarters.
  • Fortitude Family Office's iShares MSCI EAFE Growth ETF position peaked at $23K in Q4 2023.
  • 1,013 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Fortitude Family Office's 13F filing for Q1 2026, filed 16 Apr 2026.