LWM
EFG icon

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

Liberty 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 		$6.45M Buy
57,920
+17,305
+43% +$2.04M 0.81% 31
2025
Q4 		$4.63M Buy
40,615
+1,857
+5% +$213K 0.6% 46
2025
Q3 		$4.41M Buy
38,758
+3,469
+10% +$387K 0.62% 43
2025
Q2 		$3.95M Buy
+35,289
New +$3.72M 0.62% 40
2025
Q1 		– Sell
-57,723
Closed -$5.58M – 165
2024
Q4 		$5.58M Buy
57,723
+11,092
+24% +$1.13M 0.93% 28
2024
Q3 		$5.02M Sell
46,631
-162,772
-78% -$16.9M 0.85% 32
2024
Q2 		$4.78M Buy
209,403
+173,455
+483% +$17.7M 0.88% 31
2024
Q1 		$3.73M Buy
+35,948
New +$3.58M 0.73% 33
2023
Q4 		– Sell
-65,645
Closed -$5.67M – 176
2023
Q3 		$5.67M Sell
65,645
-15,839
-19% -$1.46M 1.41% 18
2023
Q2 		$7.77M Buy
81,484
+126
+0.2% +$12K 1.92% 12
2023
Q1 		$7.62M Buy
+81,358
New +$7.32M 1.57% 13
2022
Q3 		$8.69M Buy
119,885
+32,841
+38% +$2.68M 2.32% 12
2022
Q2 		$7M Buy
87,044
+8,774
+11% +$762K 2.84% 8
2022
Q1 		$7.52M Buy
+78,270
New +$7.7M 2.71% 8
2021
Q4 		– Sell
-102,945
Closed -$11.3M – 23
2021
Q3 		$11M Buy
102,945
+31,255
+44% +$3.44M 3.91% 5
2021
Q2 		$7.69M Buy
71,690
+651
+0.9% +$69.2K 2.99% 7
2021
Q1 		$7.19M Hold
71,039
– – 3.51% 4
2020
Q4 		$7.19M Buy
71,039
+232
+0.3% +$21.9K 3.52% 4
2020
Q3 		$6.36M Buy
70,807
+11,066
+19% +$981K 3.75% 4
2020
Q2 		$4.96M Buy
+59,741
New +$4.67M 3.49% 7

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

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

Liberty Wealth Management increased its iShares MSCI EAFE Growth ETF (EFG) stake by 43% in Q1 2026, buying an estimated $2.04M and bringing the position to 57,920 shares worth $6.45M. The position accounts for 0.81% of the portfolio, ranked #31.

Liberty Wealth Management first reported a position in EFG in Q2 2020 and has held it in 20 quarters since. The position peaked at $11M in Q3 2021. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

  • Liberty Wealth Management held 57,920 shares of iShares MSCI EAFE Growth ETF worth $6.45M as of Q1 2026.
  • Liberty Wealth Management bought 17,305 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $2.04M.
  • iShares MSCI EAFE Growth ETF made up 0.81% of Liberty Wealth Management's portfolio in Q1 2026, its #31 holding.
  • Liberty Wealth Management first reported a position in iShares MSCI EAFE Growth ETF in Q2 2020 and has held it in 20 quarters since.
  • Liberty Wealth Management's iShares MSCI EAFE Growth ETF position peaked at $11M in Q3 2021.
  • 1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

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