Kingdom Financial Group’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Kingdom Financial 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	$13.1M	Sell	117,702 -1,930	-2%	-$227K	3.75%	7
2025 Q4	$13.6M	Buy	119,632 +71,546	+149%	+$8.2M	4.21%	6
2025 Q3	$5.48M	Buy	48,086 +9,875	+26%	+$1.1M	3.35%	6
2025 Q2	$4.28M	Sell	38,211 -26,019	-41%	-$2.74M	3.74%	6
2025 Q1	$6.42M	Sell	64,230 -2,295	-3%	-$234K	4.71%	9
2024 Q4	$6.44M	Sell	66,525 -2,715	-4%	-$276K	4.4%	9
2024 Q3	$7.45M	Buy	69,240 +884	+1%	+$91.7K	5.57%	8
2024 Q2	$6.99M	Buy	68,356 +11,811	+21%	+$1.21M	4.73%	8
2024 Q1	$5.87M	Buy	56,545 +19,226	+52%	+$1.91M	4.13%	10
2023 Q4	$3.61M	Sell	37,319 -1,180	-3%	-$106K	3.15%	11
2023 Q3	$3.32M	Buy	38,499 +1,237	+3%	+$114K	3.13%	12
2023 Q2	$3.56M	Buy	+37,262	New	+$3.54M	3.49%	11

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

Kingdom Financial Group's EFG Position: Q1 2026 in Review

Kingdom Financial Group reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 1.6% in Q1 2026, selling an estimated $227K and leaving 117,702 shares worth $13.1M. The position accounts for 3.75% of the portfolio, ranked #7.

Kingdom Financial Group first reported a position in EFG in Q2 2023 and has held it in 12 quarters since. The position peaked at $13.6M in Q4 2025. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

Kingdom Financial Group held 117,702 shares of iShares MSCI EAFE Growth ETF worth $13.1M as of Q1 2026.
Kingdom Financial Group sold 1,930 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $227K.
iShares MSCI EAFE Growth ETF made up 3.75% of Kingdom Financial Group's portfolio in Q1 2026, its #7 holding.
Kingdom Financial Group first reported a position in iShares MSCI EAFE Growth ETF in Q2 2023 and has held it in 12 quarters since.
Kingdom Financial Group's iShares MSCI EAFE Growth ETF position peaked at $13.6M in Q4 2025.
1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Kingdom Financial Group's 13F filing for Q1 2026, filed 13 May 2026.