M1 Capital Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

M1 Capital 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	–	Sell	-27,273	Closed	-$3.11M	–	112
2025 Q4	$3.11M	Sell	27,273 -2,580	-9%	-$296K	1.3%	23
2025 Q3	$3.4M	Buy	29,853 +237	+0.8%	+$26.4K	1.47%	22
2025 Q2	$3.32M	Buy	29,616 +353	+1%	+$37.2K	1.67%	20
2025 Q1	$2.93M	Sell	29,263 -29,472	-50%	-$3M	1.83%	12
2024 Q4	$5.69M	Buy	+58,735	New	+$5.97M	3.07%	8

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

M1 Capital Management's EFG Position: Q1 2026 in Review

M1 Capital Management sold out of iShares MSCI EAFE Growth ETF (EFG) in Q1 2026, closing a stake of 27,273 shares — an estimated $3.11M sold.

M1 Capital Management first reported a position in EFG in Q4 2024 and held it in 5 quarters. The position peaked at $5.69M in Q4 2024. 1,010 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

M1 Capital Management reported no remaining iShares MSCI EAFE Growth ETF position as of Q1 2026 after selling out during the quarter.
M1 Capital Management sold 27,273 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $3.11M.
M1 Capital Management first reported a position in iShares MSCI EAFE Growth ETF in Q4 2024 and held it in 5 quarters.
M1 Capital Management's iShares MSCI EAFE Growth ETF position peaked at $5.69M in Q4 2024.
1,010 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on M1 Capital Management's 13F filing for Q1 2026, filed 8 May 2026.