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

Life Line 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	$1.34M	Buy	12,009 +1,067	+10%	+$125K	0.6%	11
2025 Q4	$1.25M	Buy	10,942 +851	+8%	+$97.6K	0.37%	13
2025 Q3	$1.15M	Sell	10,091 -1,520	-13%	-$169K	0.35%	13
2025 Q2	$1.3M	Sell	11,611 -239,887	-95%	-$25.3M	0.42%	13
2025 Q1	$25.1M	Buy	+251,498	New	+$25.6M	9.25%	6
2024 Q2	–	Sell	-2,984	Closed	-$310K	–	22
2024 Q1	$310K	Buy	+2,984	New	+$297K	0.12%	25

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

Life Line Wealth Management's EFG Position: Q1 2026 in Review

Life Line Wealth Management increased its iShares MSCI EAFE Growth ETF (EFG) stake by 9.8% in Q1 2026, buying an estimated $125K and bringing the position to 12,009 shares worth $1.34M. The position accounts for 0.6% of the portfolio, ranked #11.

Life Line Wealth Management first reported a position in EFG in Q1 2024 and has held it in 6 quarters since. The position peaked at $25.1M in Q1 2025. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

Life Line Wealth Management held 12,009 shares of iShares MSCI EAFE Growth ETF worth $1.34M as of Q1 2026.
Life Line Wealth Management bought 1,067 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $125K.
iShares MSCI EAFE Growth ETF made up 0.6% of Life Line Wealth Management's portfolio in Q1 2026, its #11 holding.
Life Line Wealth Management first reported a position in iShares MSCI EAFE Growth ETF in Q1 2024 and has held it in 6 quarters since.
Life Line Wealth Management's iShares MSCI EAFE Growth ETF position peaked at $25.1M in Q1 2025.
1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Life Line Wealth Management's 13F filing for Q1 2026, filed 9 Apr 2026.