IFWM
EFG icon

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

Institute for 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 		$714K Buy
6,413
+181
+3% +$21.3K 0.08% 251
2025
Q4 		$710K Sell
6,232
-5,257
-46% -$603K 0.08% 250
2025
Q3 		$1.31M Buy
11,489
+386
+3% +$43K 0.14% 155
2025
Q2 		$1.24M Sell
11,103
-589
-5% -$62.1K 0.14% 156
2025
Q1 		$1.17M Buy
11,692
+117
+1% +$11.9K 0.15% 155
2024
Q4 		$1.12M Buy
11,575
+185
+2% +$18.8K 0.14% 152
2024
Q3 		$1.23M Buy
11,390
+545
+5% +$56.5K 0.15% 149
2024
Q2 		$1.11M Sell
10,845
-159
-1% -$16.3K 0.15% 153
2024
Q1 		$1.14M Sell
11,004
-73
-0.7% -$7.27K 0.15% 148
2023
Q4 		$1.07M Buy
11,077
+1,194
+12% +$107K 0.17% 141
2023
Q3 		$853K Buy
9,883
+957
+11% +$88.2K 0.15% 164
2023
Q2 		$852K Sell
8,926
-631
-7% -$60K 0.14% 173
2023
Q1 		$895K Sell
9,557
-374
-4% -$33.6K 0.17% 157
2022
Q4 		$832K Sell
9,931
-949
-9% -$76.7K 0.17% 161
2022
Q3 		$789K Sell
10,880
-203
-2% -$16.6K 0.18% 156
2022
Q2 		$892K Buy
11,083
+897
+9% +$77.9K 0.18% 152
2022
Q1 		$981K Sell
10,186
-243
-2% -$23.9K 0.16% 161
2021
Q4 		$1.15M Buy
10,429
+1,210
+13% +$133K 0.19% 138
2021
Q3 		$982K Sell
9,219
-1,076
-10% -$118K 0.17% 151
2021
Q2 		$1.1M Buy
10,295
+57
+0.6% +$6.06K 0.19% 136
2021
Q1 		$1.03M Buy
10,238
+74
+0.7% +$7.53K 0.2% 136
2020
Q4 		$1.03M Sell
10,164
-871
-8% -$82.4K 0.2% 123
2020
Q3 		$992K Sell
11,035
-71
-0.6% -$6.29K 0.23% 112
2020
Q2 		$923K Buy
11,106
+3,640
+49% +$284K 0.23% 116
2020
Q1 		$531K Sell
7,466
-7,824
-51% -$634K 0.16% 174
2019
Q4 		$1.32M Sell
15,290
-1,707
-10% -$142K 0.3% 87
2019
Q3 		$1.37M Buy
+16,997
New +$1.36M 0.34% 73
2017
Q4 		– Sell
-8,335
Closed -$645K – 401
2017
Q3 		$645K Buy
+8,335
New +$632K 0.21% 158

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

Institute for Wealth Management's EFG Position: Q1 2026 in Review

Institute for Wealth Management increased its iShares MSCI EAFE Growth ETF (EFG) stake by 2.9% in Q1 2026, buying an estimated $21.3K and bringing the position to 6,413 shares worth $714K. The position accounts for 0.08% of the portfolio, ranked #251.

Institute for Wealth Management first reported a position in EFG in Q3 2017 and has held it in 28 quarters since. The position peaked at $1.37M in Q3 2019. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

  • Institute for Wealth Management held 6,413 shares of iShares MSCI EAFE Growth ETF worth $714K as of Q1 2026.
  • Institute for Wealth Management bought 181 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $21.3K.
  • iShares MSCI EAFE Growth ETF made up 0.08% of Institute for Wealth Management's portfolio in Q1 2026, its #251 holding.
  • Institute for Wealth Management first reported a position in iShares MSCI EAFE Growth ETF in Q3 2017 and has held it in 28 quarters since.
  • Institute for Wealth Management's iShares MSCI EAFE Growth ETF position peaked at $1.37M in Q3 2019.
  • 1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Institute for Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.