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Kelman-Lazarov Inc’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Kelman-Lazarov Inc’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 		$590K Hold
5,295
– – 0.08% 83
2025
Q4 		$603K Hold
5,295
– – 0.09% 85
2025
Q3 		$603K Buy
+5,295
New +$590K 0.09% 81
2016
Q2 		– Sell
-950
Closed -$62K – 382
2016
Q1 		$62K Buy
+950
New +$60.1K 0.04% 170

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Kelman-Lazarov Inc's EFG Position: Q1 2026 in Review

Kelman-Lazarov Inc held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q1 2026 at 5,295 shares worth $590K. The position accounts for 0.08% of the portfolio, ranked #83.

Kelman-Lazarov Inc first reported a position in EFG in Q1 2016 and has held it in 4 quarters since. The position peaked at $603K in Q4 2025. 1,010 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

  • Kelman-Lazarov Inc held 5,295 shares of iShares MSCI EAFE Growth ETF worth $590K as of Q1 2026.
  • Kelman-Lazarov Inc left its iShares MSCI EAFE Growth ETF share count unchanged in Q1 2026.
  • iShares MSCI EAFE Growth ETF made up 0.08% of Kelman-Lazarov Inc's portfolio in Q1 2026, its #83 holding.
  • Kelman-Lazarov Inc first reported a position in iShares MSCI EAFE Growth ETF in Q1 2016 and has held it in 4 quarters since.
  • Kelman-Lazarov Inc's iShares MSCI EAFE Growth ETF position peaked at $603K in Q4 2025.
  • 1,010 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Kelman-Lazarov Inc's 13F filing for Q1 2026, filed 27 Apr 2026.