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Kestra Private Wealth Services’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Kestra Private Wealth Services’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 		$16.1M Buy
144,860
+6,755
+5% +$794K 0.2% 112
2025
Q4 		$15.7M Buy
138,105
+4,874
+4% +$559K 0.2% 114
2025
Q3 		$15.2M Buy
133,231
+2,139
+2% +$238K 0.2% 114
2025
Q2 		$14.7M Sell
131,092
-1,005
-0.8% -$106K 0.21% 104
2025
Q1 		$13.2M Buy
132,097
+8,765
+7% +$893K 0.22% 99
2024
Q4 		$11.9M Buy
123,332
+22,822
+23% +$2.32M 0.2% 112
2024
Q3 		$10.9M Buy
100,510
+21,957
+28% +$2.28M 0.2% 119
2024
Q2 		$8.04M Buy
78,553
+3,951
+5% +$404K 0.16% 141
2024
Q1 		$7.74M Buy
74,602
+2,856
+4% +$284K 0.17% 143
2023
Q4 		$6.95M Buy
71,746
+4,603
+7% +$412K 0.18% 143
2023
Q3 		$5.79M Buy
67,143
+7,525
+13% +$694K 0.18% 135
2023
Q2 		$5.69M Buy
59,618
+10,637
+22% +$1.01M 0.19% 127
2023
Q1 		$4.59M Buy
48,981
+41,762
+579% +$3.76M 0.18% 134
2022
Q4 		$605K Buy
7,219
+2,625
+57% +$212K 0.03% 477
2022
Q3 		$333K Sell
4,594
-680
-13% -$55.5K 0.02% 615
2022
Q2 		$424K Sell
5,274
-534
-9% -$46.4K 0.02% 549
2022
Q1 		$559K Buy
5,808
+1,114
+24% +$110K 0.03% 537
2021
Q4 		$518K Buy
4,694
+224
+5% +$24.5K 0.02% 572
2021
Q3 		$476K Buy
4,470
+586
+15% +$64.5K 0.03% 550
2021
Q2 		$417K Buy
3,884
+424
+12% +$45.1K 0.03% 560
2021
Q1 		$348K Sell
3,460
-39
-1% -$3.97K 0.02% 560
2020
Q4 		$355K Buy
+3,499
New +$331K 0.03% 525

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

Kestra Private Wealth Services's EFG Position: Q1 2026 in Review

Kestra Private Wealth Services increased its iShares MSCI EAFE Growth ETF (EFG) stake by 4.9% in Q1 2026, buying an estimated $794K and bringing the position to 144,860 shares worth $16.1M. The position accounts for 0.2% of the portfolio, ranked #112.

Kestra Private Wealth Services first reported a position in EFG in Q4 2020 and has held it in 22 quarters since. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

  • Kestra Private Wealth Services held 144,860 shares of iShares MSCI EAFE Growth ETF worth $16.1M as of Q1 2026.
  • Kestra Private Wealth Services bought 6,755 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $794K.
  • iShares MSCI EAFE Growth ETF made up 0.2% of Kestra Private Wealth Services's portfolio in Q1 2026, its #112 holding.
  • Kestra Private Wealth Services first reported a position in iShares MSCI EAFE Growth ETF in Q4 2020 and has held it in 22 quarters since.
  • 1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.