Kiley Juergens Wealth Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Kiley Juergens Wealth Management’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	$242K	Buy	+2,170	New	+$255K	0.04%	210
2018 Q4	–	Sell	-110	Closed	-$8K	–	210
2018 Q3	$8K	Hold	110	–	–	0.01%	486
2018 Q2	$8K	Buy	+110	New	+$8.91K	0.01%	444
2018 Q1	–	Sell	-110	Closed	-$8K	–	228
2017 Q4	$8K	Buy	+110	New	+$8.72K	0.01%	487

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 $18.1B AUM 15% 1-Year Est. Return

Kiley Juergens Wealth Management's EFG Position: Q1 2026 in Review

Kiley Juergens Wealth Management opened a new position in iShares MSCI EAFE Growth ETF (EFG) in Q1 2026: 2,170 shares worth $242K. The stake represents 0.04% of the portfolio and ranks #210 among its holdings. This is a return to the name: Kiley Juergens Wealth Management previously reported a position in EFG as recently as Q3 2018.

Kiley Juergens Wealth Management first reported a position in EFG in Q4 2017 and has held it in 4 quarters since. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

Kiley Juergens Wealth Management held 2,170 shares of iShares MSCI EAFE Growth ETF worth $242K as of Q1 2026.
iShares MSCI EAFE Growth ETF was a new Kiley Juergens Wealth Management position in Q1 2026.
iShares MSCI EAFE Growth ETF made up 0.04% of Kiley Juergens Wealth Management's portfolio in Q1 2026, its #210 holding.
Kiley Juergens Wealth Management first reported a position in iShares MSCI EAFE Growth ETF in Q4 2017 and has held it in 4 quarters since.
1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Kiley Juergens Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.