KWM
EFG icon

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

Kingsview 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 		$1.64M Buy
14,704
+3,243
+28% +$381K 0.02% 551
2025
Q4 		$1.31M Buy
11,461
+287
+3% +$32.9K 0.02% 569
2025
Q3 		$1.27M Buy
11,174
+134
+1% +$14.9K 0.02% 550
2025
Q2 		$1.24M Sell
11,040
-546
-5% -$57.6K 0.02% 537
2025
Q1 		$1.16M Sell
11,586
-74
-0.6% -$7.54K 0.02% 510
2024
Q4 		$1.13M Buy
11,660
+2,121
+22% +$216K 0.02% 514
2024
Q3 		$1.03M Buy
9,539
+491
+5% +$50.9K 0.02% 521
2024
Q2 		$926K Buy
9,048
+578
+7% +$59.1K 0.02% 532
2024
Q1 		$879K Sell
8,470
-135
-2% -$13.4K 0.02% 530
2023
Q4 		$833K Sell
8,605
-509
-6% -$45.6K 0.02% 517
2023
Q3 		$787K Buy
9,114
+518
+6% +$47.8K 0.03% 500
2023
Q2 		$820K Buy
8,596
+403
+5% +$38.3K 0.03% 467
2023
Q1 		$767K Sell
8,193
-1,174
-13% -$106K 0.03% 463
2022
Q4 		$785K Buy
9,367
+416
+5% +$33.6K 0.03% 400
2022
Q3 		$649K Buy
8,951
+502
+6% +$40.9K 0.03% 438
2022
Q2 		$680K Sell
8,449
-227
-3% -$19.7K 0.03% 468
2022
Q1 		$835K Buy
8,676
+144
+2% +$14.2K 0.04% 440
2021
Q4 		$941K Buy
8,532
+252
+3% +$27.6K 0.04% 422
2021
Q3 		$882K Hold
8,280
– – 0.04% 406
2021
Q2 		$889K Buy
8,280
+128
+2% +$13.6K 0.04% 408
2021
Q1 		$833K Sell
8,152
-125
-2% -$12.7K 0.05% 380
2020
Q4 		$835K Sell
8,277
-103
-1% -$9.74K 0.06% 316
2020
Q3 		$753K Buy
8,380
+116
+1% +$10.3K 0.07% 278
2020
Q2 		$687K Sell
8,264
-162
-2% -$12.7K 0.07% 270
2020
Q1 		$599K Sell
8,426
-498
-6% -$40.3K 0.08% 243
2019
Q4 		$772K Buy
8,924
+121
+1% +$10.1K 0.1% 225
2019
Q3 		$709K Sell
8,803
-180
-2% -$14.4K 0.11% 197
2019
Q2 		$726K Buy
8,983
+358
+4% +$28.3K 0.12% 192
2019
Q1 		$668K Buy
8,625
+201
+2% +$14.9K 0.1% 225
2018
Q4 		$582K Buy
8,424
+72
+0.9% +$5.25K 0.13% 200
2018
Q3 		$669K Buy
8,352
+5,795
+227% +$462K 0.14% 192
2018
Q2 		$201K Buy
+2,557
New +$207K 0.05% 304

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

Kingsview Wealth Management's EFG Position: Q1 2026 in Review

Kingsview Wealth Management increased its iShares MSCI EAFE Growth ETF (EFG) stake by 28% in Q1 2026, buying an estimated $381K and bringing the position to 14,704 shares worth $1.64M. The position accounts for 0.02% of the portfolio, ranked #551.

Kingsview Wealth Management first reported a position in EFG in Q2 2018 and has held it in 32 quarters since. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

  • Kingsview Wealth Management held 14,704 shares of iShares MSCI EAFE Growth ETF worth $1.64M as of Q1 2026.
  • Kingsview Wealth Management bought 3,243 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $381K.
  • iShares MSCI EAFE Growth ETF made up 0.02% of Kingsview Wealth Management's portfolio in Q1 2026, its #551 holding.
  • Kingsview Wealth Management first reported a position in iShares MSCI EAFE Growth ETF in Q2 2018 and has held it in 32 quarters since.
  • 1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.