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Integrated Wealth Management (Ohio)’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Integrated Wealth Management (Ohio)’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
-3,712
Closed -$423K – 98
2025
Q4 		$423K Buy
+3,712
New +$426K 0.48% 61

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Bank of America
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Jones Financial Companies
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JP Morgan Chase
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
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
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Integrated Wealth Management (Ohio)'s EFG Position: Q1 2026 in Review

Integrated Wealth Management (Ohio) sold out of iShares MSCI EAFE Growth ETF (EFG) in Q1 2026, closing a stake of 3,712 shares — an estimated $423K sold.

Integrated Wealth Management (Ohio) first reported a position in EFG in Q4 2025 and held it in 1 quarter. The position peaked at $423K in Q4 2025. 1,013 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

  • Integrated Wealth Management (Ohio) reported no remaining iShares MSCI EAFE Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Integrated Wealth Management (Ohio) sold 3,712 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $423K.
  • Integrated Wealth Management (Ohio) first reported a position in iShares MSCI EAFE Growth ETF in Q4 2025 and held it in 1 quarter.
  • Integrated Wealth Management (Ohio)'s iShares MSCI EAFE Growth ETF position peaked at $423K in Q4 2025.
  • 1,013 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Integrated Wealth Management (Ohio)'s 13F filing for Q1 2026, filed 23 Apr 2026.