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GWN Securities’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

GWN Securities’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 		$387K Buy
+3,473
New +$408K 0.07% 298
2025
Q4 		– Sell
-1,874
Closed -$217K – 451
2025
Q3 		$217K Sell
1,874
-186
-9% -$20.7K 0.05% 348
2025
Q2 		$234K Sell
2,060
-12,254
-86% -$1.29M 0.04% 343
2025
Q1 		$1.43M Buy
+14,314
New +$1.46M 0.08% 246

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
JP Morgan Chase
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
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
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

GWN Securities's EFG Position: Q1 2026 in Review

GWN Securities opened a new position in iShares MSCI EAFE Growth ETF (EFG) in Q1 2026: 3,473 shares worth $387K. The stake represents 0.07% of the portfolio and ranks #298 among its holdings. This is a return to the name: GWN Securities previously reported a position in EFG as recently as Q3 2025.

GWN Securities first reported a position in EFG in Q1 2025 and has held it in 4 quarters since. The position peaked at $1.43M in Q1 2025. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

  • GWN Securities held 3,473 shares of iShares MSCI EAFE Growth ETF worth $387K as of Q1 2026.
  • iShares MSCI EAFE Growth ETF was a new GWN Securities position in Q1 2026.
  • iShares MSCI EAFE Growth ETF made up 0.07% of GWN Securities's portfolio in Q1 2026, its #298 holding.
  • GWN Securities first reported a position in iShares MSCI EAFE Growth ETF in Q1 2025 and has held it in 4 quarters since.
  • GWN Securities's iShares MSCI EAFE Growth ETF position peaked at $1.43M in Q1 2025.
  • 1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on GWN Securities's 13F filing for Q1 2026, filed 15 May 2026.