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Leo H. Evart Inc’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Leo H. Evart Inc’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 		$60K Buy
+539
New +$63.4K 0.05% 104
2022
Q2 		– Sell
-6,905
Closed -$665K – 39
2022
Q1 		$665K Sell
6,905
-7
-0.1% -$688 0.69% 22
2021
Q4 		$762K Buy
+6,912
New +$757K 0.74% 21

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

Leo H. Evart Inc's EFG Position: Q1 2026 in Review

Leo H. Evart Inc opened a new position in iShares MSCI EAFE Growth ETF (EFG) in Q1 2026: 539 shares worth $60K. The stake represents 0.05% of the portfolio and ranks #104 among its holdings. This is a return to the name: Leo H. Evart Inc previously reported a position in EFG as recently as Q1 2022.

Leo H. Evart Inc first reported a position in EFG in Q4 2021 and has held it in 3 quarters since. The position peaked at $762K in Q4 2021. 1,010 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

  • Leo H. Evart Inc held 539 shares of iShares MSCI EAFE Growth ETF worth $60K as of Q1 2026.
  • iShares MSCI EAFE Growth ETF was a new Leo H. Evart Inc position in Q1 2026.
  • iShares MSCI EAFE Growth ETF made up 0.05% of Leo H. Evart Inc's portfolio in Q1 2026, its #104 holding.
  • Leo H. Evart Inc first reported a position in iShares MSCI EAFE Growth ETF in Q4 2021 and has held it in 3 quarters since.
  • Leo H. Evart Inc's iShares MSCI EAFE Growth ETF position peaked at $762K in Q4 2021.
  • 1,010 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Leo H. Evart Inc's 13F filing for Q1 2026, filed 13 May 2026.