LifePlan Investment Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

LifePlan Investment Advisors’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	$2.19M	Buy	19,657 +15,355	+357%	+$1.81M	0.86%	38
2025 Q4	$490K	Buy	4,302 +869	+25%	+$99.6K	0.2%	81
2025 Q3	$391K	Sell	3,433 -9,498	-73%	-$1.06M	0.16%	87
2025 Q2	$1.45M	Buy	12,931 +749	+6%	+$79K	0.72%	43
2025 Q1	$1.22M	Sell	12,182 -7,185	-37%	-$732K	0.7%	41
2024 Q4	$1.88M	Buy	19,367 +5,960	+44%	+$606K	1.16%	32
2024 Q3	$1.44M	Buy	13,407 +677	+5%	+$70.2K	0.92%	32
2024 Q2	$1.3M	Buy	12,730 +3,655	+40%	+$374K	0.94%	31
2024 Q1	$942K	Sell	9,075 -1,371	-13%	-$136K	0.75%	33
2023 Q4	$1.01M	Sell	10,446 -476	-4%	-$42.7K	0.93%	29
2023 Q3	$943K	Buy	10,922 +2,514	+30%	+$232K	1%	28
2023 Q2	$802K	Buy	+8,408	New	+$800K	0.9%	27

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

LifePlan Investment Advisors's EFG Position: Q1 2026 in Review

LifePlan Investment Advisors increased its iShares MSCI EAFE Growth ETF (EFG) stake by 357% in Q1 2026, buying an estimated $1.81M and bringing the position to 19,657 shares worth $2.19M. The position accounts for 0.86% of the portfolio, ranked #38.

LifePlan Investment Advisors first reported a position in EFG in Q2 2023 and has held it in 12 quarters since. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

LifePlan Investment Advisors held 19,657 shares of iShares MSCI EAFE Growth ETF worth $2.19M as of Q1 2026.
LifePlan Investment Advisors bought 15,355 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $1.81M.
iShares MSCI EAFE Growth ETF made up 0.86% of LifePlan Investment Advisors's portfolio in Q1 2026, its #38 holding.
LifePlan Investment Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q2 2023 and has held it in 12 quarters since.
1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on LifePlan Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.