L.J. Altfest & Co’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

L.J. Altfest & Co’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	$275K	Hold	2,473	–	–	0.03%	283
2025 Q4	$282K	Hold	2,473	–	–	0.03%	287
2025 Q3	$282K	Hold	2,473	–	–	0.03%	296
2025 Q2	$277K	Hold	2,473	–	–	0.03%	292
2025 Q1	$247K	Sell	2,473 -65	-3%	-$6.63K	0.03%	297
2024 Q4	$246K	Hold	2,538	–	–	0.03%	292
2024 Q3	$273K	Hold	2,538	–	–	0.04%	284
2024 Q2	$260K	Buy	+2,538	New	+$259K	0.04%	270

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

L.J. Altfest & Co's EFG Position: Q1 2026 in Review

L.J. Altfest & Co held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q1 2026 at 2,473 shares worth $275K. The position accounts for 0.03% of the portfolio, ranked #283.

L.J. Altfest & Co first reported a position in EFG in Q2 2024 and has held it in 8 quarters since. The position peaked at $282K in Q4 2025. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

L.J. Altfest & Co held 2,473 shares of iShares MSCI EAFE Growth ETF worth $275K as of Q1 2026.
L.J. Altfest & Co left its iShares MSCI EAFE Growth ETF share count unchanged in Q1 2026.
iShares MSCI EAFE Growth ETF made up 0.03% of L.J. Altfest & Co's portfolio in Q1 2026, its #283 holding.
L.J. Altfest & Co first reported a position in iShares MSCI EAFE Growth ETF in Q2 2024 and has held it in 8 quarters since.
L.J. Altfest & Co's iShares MSCI EAFE Growth ETF position peaked at $282K in Q4 2025.
1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on L.J. Altfest & Co's 13F filing for Q1 2026, filed 28 Apr 2026.