Maia Wealth’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Maia Wealth’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	$3.24M	Sell	29,080 -1,689	-5%	-$199K	0.55%	52
2025 Q4	$3.73M	Sell	30,769 -9,482	-24%	-$1.09M	0.64%	43
2025 Q3	$4.64M	Sell	40,251 -29,476	-42%	-$3.28M	0.78%	29
2025 Q2	$7.81M	Sell	69,727 -4,293	-6%	-$453K	1.49%	10
2025 Q1	$7.29M	Sell	74,020 -34,949	-32%	-$3.56M	1.65%	10
2024 Q4	$11.1M	Buy	108,969 +7,785	+8%	+$791K	2.39%	6
2024 Q3	$10.4M	Buy	101,184 +7,181	+8%	+$745K	2.57%	6
2024 Q2	$9.9M	Buy	+94,003	New	+$9.61M	2.98%	4
2023 Q4	$6.74M	Buy	+69,592	New	+$6.24M	2.72%	6

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

Maia Wealth's EFG Position: Q1 2026 in Review

Maia Wealth reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 5.5% in Q1 2026, selling an estimated $199K and leaving 29,080 shares worth $3.24M. The position accounts for 0.55% of the portfolio, ranked #52.

Maia Wealth first reported a position in EFG in Q4 2023 and has held it in 9 quarters since. The position peaked at $11.1M in Q4 2024. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

Maia Wealth held 29,080 shares of iShares MSCI EAFE Growth ETF worth $3.24M as of Q1 2026.
Maia Wealth sold 1,689 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $199K.
iShares MSCI EAFE Growth ETF made up 0.55% of Maia Wealth's portfolio in Q1 2026, its #52 holding.
Maia Wealth first reported a position in iShares MSCI EAFE Growth ETF in Q4 2023 and has held it in 9 quarters since.
Maia Wealth's iShares MSCI EAFE Growth ETF position peaked at $11.1M in Q4 2024.
1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Maia Wealth's 13F filing for Q1 2026, filed 8 May 2026.