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

Lifeworks 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	$920K	Buy	8,264 +5,046	+157%	+$593K	0.12%	135
2025 Q4	$367K	Sell	3,218 -543	-14%	-$62.3K	0.05%	245
2025 Q3	$428K	Sell	3,761 -2,988	-44%	-$333K	0.06%	223
2025 Q2	$756K	Buy	6,749 +423	+7%	+$44.6K	0.11%	155
2025 Q1	$633K	Sell	6,326 -3,342	-35%	-$341K	0.11%	164
2024 Q4	$936K	Buy	9,668 +887	+10%	+$90.1K	0.17%	122
2024 Q3	$945K	Buy	8,781 +489	+6%	+$50.7K	0.19%	119
2024 Q2	$848K	Buy	8,292 +1,783	+27%	+$182K	0.24%	95
2024 Q1	$676K	Buy	+6,509	New	+$648K	0.19%	111

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

Lifeworks Advisors's EFG Position: Q1 2026 in Review

Lifeworks Advisors increased its iShares MSCI EAFE Growth ETF (EFG) stake by 157% in Q1 2026, buying an estimated $593K and bringing the position to 8,264 shares worth $920K. The position accounts for 0.12% of the portfolio, ranked #135.

Lifeworks Advisors first reported a position in EFG in Q1 2024 and has held it in 9 quarters since. The position peaked at $945K in Q3 2024. 1,010 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

Lifeworks Advisors held 8,264 shares of iShares MSCI EAFE Growth ETF worth $920K as of Q1 2026.
Lifeworks Advisors bought 5,046 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $593K.
iShares MSCI EAFE Growth ETF made up 0.12% of Lifeworks Advisors's portfolio in Q1 2026, its #135 holding.
Lifeworks Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q1 2024 and has held it in 9 quarters since.
Lifeworks Advisors's iShares MSCI EAFE Growth ETF position peaked at $945K in Q3 2024.
1,010 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Lifeworks Advisors's 13F filing for Q1 2026, filed 4 May 2026.