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

Keyvantage 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	–	Sell	-2,023	Closed	-$230K	–	94
2025 Q4	$230K	Sell	2,023 -104	-5%	-$11.9K	0.1%	87
2025 Q3	$242K	Hold	2,127	–	–	0.1%	82
2025 Q2	$238K	Buy	2,127 +19	+0.9%	+$2K	0.11%	83
2025 Q1	$211K	Hold	2,108	–	–	0.1%	92
2024 Q4	$204K	Buy	+2,108	New	+$214K	0.15%	94

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

Keyvantage Wealth's EFG Position: Q1 2026 in Review

Keyvantage Wealth sold out of iShares MSCI EAFE Growth ETF (EFG) in Q1 2026, closing a stake of 2,023 shares — an estimated $230K sold.

Keyvantage Wealth first reported a position in EFG in Q4 2024 and held it in 5 quarters. The position peaked at $242K in Q3 2025. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

Keyvantage Wealth reported no remaining iShares MSCI EAFE Growth ETF position as of Q1 2026 after selling out during the quarter.
Keyvantage Wealth sold 2,023 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $230K.
Keyvantage Wealth first reported a position in iShares MSCI EAFE Growth ETF in Q4 2024 and held it in 5 quarters.
Keyvantage Wealth's iShares MSCI EAFE Growth ETF position peaked at $242K in Q3 2025.
1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Keyvantage Wealth's 13F filing for Q1 2026, filed 5 May 2026.