IW
EFG icon

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

Imprint Wealth’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 		$48.3K Hold
434
– – 0.22% 62
2025
Q4 		$49.4K Sell
434
-962
-69% -$110K 0.23% 65
2025
Q3 		$159K Buy
+1,396
New +$156K 0.51% 43

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 $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Imprint Wealth's EFG Position: Q1 2026 in Review

Imprint Wealth held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q1 2026 at 434 shares worth $48.3K. The position accounts for 0.22% of the portfolio, ranked #62.

Imprint Wealth first reported a position in EFG in Q3 2025 and has held it in 3 quarters since. The position peaked at $159K in Q3 2025. 1,010 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

  • Imprint Wealth held 434 shares of iShares MSCI EAFE Growth ETF worth $48.3K as of Q1 2026.
  • Imprint Wealth left its iShares MSCI EAFE Growth ETF share count unchanged in Q1 2026.
  • iShares MSCI EAFE Growth ETF made up 0.22% of Imprint Wealth's portfolio in Q1 2026, its #62 holding.
  • Imprint Wealth first reported a position in iShares MSCI EAFE Growth ETF in Q3 2025 and has held it in 3 quarters since.
  • Imprint Wealth's iShares MSCI EAFE Growth ETF position peaked at $159K in Q3 2025.
  • 1,010 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

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