KFA Private Wealth Group’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

KFA Private Wealth Group’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	$312K	Buy	+2,798	New	+$329K	0.07%	126

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 $12.8B AUM 19.38% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

KFA Private Wealth Group's EFG Position: Q1 2026 in Review

KFA Private Wealth Group opened a new position in iShares MSCI EAFE Growth ETF (EFG) in Q1 2026: 2,798 shares worth $312K. The stake represents 0.07% of the portfolio and ranks #126 among its holdings.

1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

KFA Private Wealth Group held 2,798 shares of iShares MSCI EAFE Growth ETF worth $312K as of Q1 2026.
iShares MSCI EAFE Growth ETF was a new KFA Private Wealth Group position in Q1 2026.
iShares MSCI EAFE Growth ETF made up 0.07% of KFA Private Wealth Group's portfolio in Q1 2026, its #126 holding.
1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

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