IHT Wealth Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

IHT Wealth Management’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	$16M	Buy	143,995 +95,916	+199%	+$11.3M	0.37%	59
2025 Q4	$5.48M	Sell	48,079 -14,414	-23%	-$1.65M	0.13%	159
2025 Q3	$7.12M	Sell	62,493 -69,851	-53%	-$7.78M	0.18%	114
2025 Q2	$14.8M	Buy	132,344 +3,055	+2%	+$322K	0.41%	53
2025 Q1	$12.9M	Sell	129,289 -32,223	-20%	-$3.28M	0.4%	55
2024 Q4	$15.6M	Buy	161,512 +29,518	+22%	+$3M	0.5%	39
2024 Q3	$14.2M	Buy	131,994 +39,473	+43%	+$4.1M	0.4%	47
2024 Q2	$9.46M	Buy	92,521 +81,881	+770%	+$8.37M	0.35%	55
2024 Q1	$1.1M	Buy	10,640 +4,654	+78%	+$463K	0.04%	390
2023 Q4	$580K	Sell	5,986 -901	-13%	-$80.7K	0.03%	544
2023 Q3	$594K	Sell	6,887 -5,526	-45%	-$509K	0.03%	499
2023 Q2	$1.18M	Buy	12,413 +1,487	+14%	+$141K	0.06%	301
2023 Q1	$1.02M	Buy	10,926 +2,537	+30%	+$228K	0.06%	303
2022 Q4	$703K	Sell	8,389 -4,124	-33%	-$333K	0.04%	388
2022 Q3	$908K	Buy	+12,513	New	+$1.02M	0.07%	308
2022 Q2	–	Sell	-2,129	Closed	-$205K	–	752
2022 Q1	$205K	Buy	+2,129	New	+$209K	0.02%	706
2021 Q3	–	Sell	-4,018	Closed	-$431K	–	850
2021 Q2	$431K	Buy	4,018 +177	+5%	+$18.8K	0.03%	576
2021 Q1	$386K	Sell	3,841 -1,052	-22%	-$107K	0.03%	543
2020 Q4	$494K	Buy	4,893 +169	+4%	+$16K	0.04%	410
2020 Q3	$425K	Buy	4,724 +768	+19%	+$68.1K	0.04%	384
2020 Q2	$329K	Buy	+3,956	New	+$309K	0.05%	387
2020 Q1	–	Sell	-5,448	Closed	-$471K	–	579
2019 Q4	$471K	Buy	+5,448	New	+$455K	0.06%	340
2018 Q2	–	Sell	-485	Closed	-$38K	–	677
2018 Q1	$38K	Hold	485	–	–	0.01%	764
2017 Q4	$40K	Hold	485	–	–	0.01%	760
2017 Q3	$38K	Hold	485	–	–	0.02%	597
2017 Q2	$47	Buy	+485	New	+$35.4K	0.02%	516

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

IHT Wealth Management's EFG Position: Q1 2026 in Review

IHT Wealth Management increased its iShares MSCI EAFE Growth ETF (EFG) stake by 199% in Q1 2026, buying an estimated $11.3M and bringing the position to 143,995 shares worth $16M. The position accounts for 0.37% of the portfolio, ranked #59.

IHT Wealth Management first reported a position in EFG in Q2 2017 and has held it in 26 quarters since. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

IHT Wealth Management held 143,995 shares of iShares MSCI EAFE Growth ETF worth $16M as of Q1 2026.
IHT Wealth Management bought 95,916 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $11.3M.
iShares MSCI EAFE Growth ETF made up 0.37% of IHT Wealth Management's portfolio in Q1 2026, its #59 holding.
IHT Wealth Management first reported a position in iShares MSCI EAFE Growth ETF in Q2 2017 and has held it in 26 quarters since.
1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.