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

Journey Strategic 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	$4.02M	Sell	36,107 -39	-0.1%	-$4.59K	0.1%	62
2025 Q4	$4.12M	Sell	36,146 -2,584	-7%	-$296K	0.11%	56
2025 Q3	$4.41M	Sell	38,730 -1,989	-5%	-$222K	0.12%	54
2025 Q2	$4.56M	Sell	40,719 -11,794	-22%	-$1.24M	0.15%	51
2025 Q1	$5.25M	Sell	52,513 -2,485	-5%	-$253K	0.18%	40
2024 Q4	$5.33M	Buy	54,998 +5,899	+12%	+$599K	0.2%	33
2024 Q3	$5.29M	Buy	49,099 +2,620	+6%	+$272K	0.19%	32
2024 Q2	$4.75M	Buy	46,479 +7,872	+20%	+$805K	0.2%	29
2024 Q1	$4.01M	Buy	38,607 +3,542	+10%	+$353K	0.18%	29
2023 Q4	$3.4M	Buy	35,065 +2,138	+6%	+$192K	0.16%	27
2023 Q3	$2.84M	Sell	32,927 -1,474	-4%	-$136K	0.14%	27
2023 Q2	$3.28M	Sell	34,401 -1,735	-5%	-$165K	0.15%	26
2023 Q1	$3.39M	Buy	36,136 +106	+0.3%	+$9.53K	0.36%	22
2022 Q4	$3.02M	Buy	36,030 +7,882	+28%	+$637K	0.36%	23
2022 Q3	$2.04M	Buy	28,148 +7,423	+36%	+$605K	0.28%	23
2022 Q2	$1.67M	Buy	+20,725	New	+$1.8M	0.22%	28
2022 Q1	–	Sell	-16,551	Closed	-$1.82M	–	192
2021 Q4	$1.82M	Buy	+16,551	New	+$1.81M	0.19%	29

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 $16B AUM 26.77% 1-Year Est. Return

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

Journey Strategic Wealth's EFG Position: Q1 2026 in Review

Journey Strategic Wealth reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 0.11% in Q1 2026, selling an estimated $4.59K and leaving 36,107 shares worth $4.02M. The position accounts for 0.1% of the portfolio, ranked #62.

Journey Strategic Wealth first reported a position in EFG in Q4 2021 and has held it in 17 quarters since. The position peaked at $5.33M in Q4 2024. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

Journey Strategic Wealth held 36,107 shares of iShares MSCI EAFE Growth ETF worth $4.02M as of Q1 2026.
Journey Strategic Wealth sold 39 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $4.59K.
iShares MSCI EAFE Growth ETF made up 0.1% of Journey Strategic Wealth's portfolio in Q1 2026, its #62 holding.
Journey Strategic Wealth first reported a position in iShares MSCI EAFE Growth ETF in Q4 2021 and has held it in 17 quarters since.
Journey Strategic Wealth's iShares MSCI EAFE Growth ETF position peaked at $5.33M in Q4 2024.
1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.