MFG
EFG icon

Magnus Financial Group’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Magnus Financial Group’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
-1,825
Closed -$208K – 385
2025
Q4 		$208K Sell
1,825
-299
-14% -$34.3K 0.02% 400
2025
Q3 		$242K Sell
2,124
-1,795
-46% -$200K 0.02% 360
2025
Q2 		$439K Sell
3,919
-361
-8% -$38.1K 0.04% 249
2025
Q1 		$428K Sell
4,280
-3,101
-42% -$316K 0.04% 242
2024
Q4 		$715K Buy
7,381
+1,900
+35% +$193K 0.07% 179
2024
Q3 		$590K Buy
5,481
+288
+6% +$29.9K 0.06% 198
2024
Q2 		$531K Buy
5,193
+1,707
+49% +$174K 0.06% 193
2024
Q1 		$362K Buy
3,486
+699
+25% +$69.6K 0.04% 225
2023
Q4 		$270K Sell
2,787
-918
-25% -$82.3K 0.04% 239
2023
Q3 		$320K Sell
3,705
-391
-10% -$36K 0.05% 200
2023
Q2 		$391K Buy
4,096
+91
+2% +$8.66K 0.06% 187
2023
Q1 		$375K Buy
+4,005
New +$360K 0.06% 197
2022
Q4 		– Sell
-2,879
Closed -$209K – 270
2022
Q3 		$209K Sell
2,879
-2,159
-43% -$176K 0.04% 231
2022
Q2 		$406K Sell
5,038
-1,924
-28% -$167K 0.07% 170
2022
Q1 		$670K Sell
6,962
-1,014
-13% -$99.7K 0.11% 137
2021
Q4 		$880K Buy
7,976
+224
+3% +$24.5K 0.17% 96
2021
Q3 		$825K Sell
7,752
-2,874
-27% -$316K 0.17% 85
2021
Q2 		$1.14M Buy
10,626
+621
+6% +$66K 0.25% 64
2021
Q1 		$1M Buy
10,005
+1,644
+20% +$167K 0.24% 60
2020
Q4 		$844K Buy
8,361
+844
+11% +$79.8K 0.08% 85
2020
Q3 		$676K Buy
7,517
+1,373
+22% +$122K 0.08% 100
2020
Q2 		$511K Buy
6,144
+2,961
+93% +$231K 0.06% 155
2020
Q1 		$226K Sell
3,183
-38,005
-92% -$3.08M 0.03% 409
2019
Q4 		$3.56M Buy
41,188
+2,237
+6% +$187K 0.51% 26
2019
Q3 		$3.14M Sell
38,951
-38,554
-50% -$3.08M 0.59% 19
2019
Q2 		$6.26M Sell
77,505
-1,023
-1% -$80.7K 1.21% 10
2019
Q1 		$6.08M Buy
78,528
+3
+0% +$223 1.24% 8
2018
Q4 		$5.42M Buy
+78,525
New +$5.72M 1.44% 8

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

Magnus Financial Group's EFG Position: Q1 2026 in Review

Magnus Financial Group sold out of iShares MSCI EAFE Growth ETF (EFG) in Q1 2026, closing a stake of 1,825 shares — an estimated $208K sold.

Magnus Financial Group first reported a position in EFG in Q4 2018 and held it in 28 quarters. The position peaked at $6.26M in Q2 2019. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

  • Magnus Financial Group reported no remaining iShares MSCI EAFE Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Magnus Financial Group sold 1,825 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $208K.
  • Magnus Financial Group first reported a position in iShares MSCI EAFE Growth ETF in Q4 2018 and held it in 28 quarters.
  • Magnus Financial Group's iShares MSCI EAFE Growth ETF position peaked at $6.26M in Q2 2019.
  • 1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Magnus Financial Group's 13F filing for Q1 2026, filed 10 Apr 2026.