IFC & Insurance Marketing’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

IFC & Insurance Marketing’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	-160	Closed	-$18K	–	229
2025 Q4	$18K	Buy	+160	New	+$18.3K	0.02%	300

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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 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 Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

IFC & Insurance Marketing's EFG Position: Q1 2026 in Review

IFC & Insurance Marketing sold out of iShares MSCI EAFE Growth ETF (EFG) in Q1 2026, closing a stake of 160 shares — an estimated $18K sold.

IFC & Insurance Marketing first reported a position in EFG in Q4 2025 and held it in 1 quarter. The position peaked at $18K in Q4 2025. 1,015 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

IFC & Insurance Marketing reported no remaining iShares MSCI EAFE Growth ETF position as of Q1 2026 after selling out during the quarter.
IFC & Insurance Marketing sold 160 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $18K.
IFC & Insurance Marketing first reported a position in iShares MSCI EAFE Growth ETF in Q4 2025 and held it in 1 quarter.
IFC & Insurance Marketing's iShares MSCI EAFE Growth ETF position peaked at $18K in Q4 2025.
1,015 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on IFC & Insurance Marketing's 13F filing for Q1 2026, filed 17 Apr 2026.