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

Fortress Financial Group’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	$322K	Hold	2,894	–	–	0.24%	60
2025 Q4	$330K	Hold	2,894	–	–	0.24%	59
2025 Q3	$330K	Hold	2,894	–	–	0.25%	59
2025 Q2	$324K	Hold	2,894	–	–	0.27%	53
2025 Q1	$289K	Hold	2,894	–	–	0.29%	51
2024 Q4	$280K	Buy	+2,894	New	+$294K	0.28%	52

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

Fortress Financial Group's EFG Position: Q1 2026 in Review

Fortress Financial Group held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q1 2026 at 2,894 shares worth $322K. The position accounts for 0.24% of the portfolio, ranked #60.

Fortress Financial Group first reported a position in EFG in Q4 2024 and has held it in 6 quarters since. The position peaked at $330K in Q4 2025. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

Fortress Financial Group held 2,894 shares of iShares MSCI EAFE Growth ETF worth $322K as of Q1 2026.
Fortress Financial Group left its iShares MSCI EAFE Growth ETF share count unchanged in Q1 2026.
iShares MSCI EAFE Growth ETF made up 0.24% of Fortress Financial Group's portfolio in Q1 2026, its #60 holding.
Fortress Financial Group first reported a position in iShares MSCI EAFE Growth ETF in Q4 2024 and has held it in 6 quarters since.
Fortress Financial Group's iShares MSCI EAFE Growth ETF position peaked at $330K in Q4 2025.
1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Fortress Financial Group's 13F filing for Q1 2026, filed 15 May 2026.