FWG Investments’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

FWG Investments’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	$1.42M	Sell	12,750 -1,333	-9%	-$157K	0.9%	34
2025 Q4	$1.6M	Sell	14,083 -10	-0.1%	-$1.15K	1.02%	29
2025 Q3	$1.6M	Sell	14,093 -1,530	-10%	-$171K	1.1%	23
2025 Q2	$1.75M	Sell	15,623 -121	-0.8%	-$12.8K	1.33%	17
2025 Q1	$1.57M	Sell	15,744 -4,033	-20%	-$411K	1.85%	16
2024 Q4	$1.91M	Buy	19,777 +3,003	+18%	+$305K	1.49%	15
2024 Q3	$1.81M	Buy	16,774 +221	+1%	+$22.9K	1.56%	14
2024 Q2	$1.69M	Buy	16,553 +2,396	+17%	+$245K	1.71%	15
2024 Q1	$1.47M	Sell	14,157 -494	-3%	-$49.2K	1.59%	15
2023 Q4	$1.42M	Buy	+14,651	New	+$1.31M	1.76%	12

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

FWG Investments's EFG Position: Q1 2026 in Review

FWG Investments reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 9.5% in Q1 2026, selling an estimated $157K and leaving 12,750 shares worth $1.42M. The position accounts for 0.9% of the portfolio, ranked #34.

FWG Investments first reported a position in EFG in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.91M in Q4 2024. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

FWG Investments held 12,750 shares of iShares MSCI EAFE Growth ETF worth $1.42M as of Q1 2026.
FWG Investments sold 1,333 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $157K.
iShares MSCI EAFE Growth ETF made up 0.9% of FWG Investments's portfolio in Q1 2026, its #34 holding.
FWG Investments first reported a position in iShares MSCI EAFE Growth ETF in Q4 2023 and has held it in 10 quarters since.
FWG Investments's iShares MSCI EAFE Growth ETF position peaked at $1.91M in Q4 2024.
1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on FWG Investments's 13F filing for Q1 2026, filed 21 Apr 2026.