FSA Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

FSA Advisors’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	$374K	Buy	+3,362	New	+$395K	0.25%	123
2025 Q4	–	Sell	-3,223	Closed	-$367K	–	223
2025 Q3	$367K	Buy	3,223 +24	+0.8%	+$2.67K	0.29%	97
2025 Q2	$358K	Buy	3,199 +577	+22%	+$60.9K	0.29%	101
2025 Q1	$262K	Sell	2,622 -222	-8%	-$22.6K	0.21%	141
2024 Q4	$275K	Sell	2,844 -390	-12%	-$39.6K	0.34%	104
2024 Q3	$332K	Buy	3,234 +1,240	+62%	+$129K	0.33%	93
2024 Q2	$207K	Sell	1,994 -80	-4%	-$8.18K	0.22%	128
2024 Q1	$215K	Buy	+2,074	New	+$206K	0.23%	125

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 $12.8B AUM 19.38% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

FSA Advisors's EFG Position: Q1 2026 in Review

FSA Advisors opened a new position in iShares MSCI EAFE Growth ETF (EFG) in Q1 2026: 3,362 shares worth $374K. The stake represents 0.25% of the portfolio and ranks #123 among its holdings. This is a return to the name: FSA Advisors previously reported a position in EFG as recently as Q3 2025.

FSA Advisors first reported a position in EFG in Q1 2024 and has held it in 8 quarters since. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

FSA Advisors held 3,362 shares of iShares MSCI EAFE Growth ETF worth $374K as of Q1 2026.
iShares MSCI EAFE Growth ETF was a new FSA Advisors position in Q1 2026.
iShares MSCI EAFE Growth ETF made up 0.25% of FSA Advisors's portfolio in Q1 2026, its #123 holding.
FSA Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q1 2024 and has held it in 8 quarters since.
1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on FSA Advisors's 13F filing for Q1 2026, filed 6 May 2026.