MWM
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Maripau Wealth Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Maripau Wealth 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 		$459K Buy
+4,119
New +$484K 0.2% 92
2025
Q4 		– Sell
-1,872
Closed -$213K – 156
2025
Q3 		$213K Sell
1,872
-7,221
-79% -$805K 0.11% 135
2025
Q2 		$1.02M Sell
9,093
-5,657
-38% -$597K 0.51% 48
2025
Q1 		$1.47M Sell
14,750
-2,685
-15% -$274K 0.85% 33
2024
Q4 		$1.69M Sell
17,435
-8,741
-33% -$888K 1% 28
2024
Q3 		$2.82M Sell
26,176
-3,815
-13% -$396K 2.44% 12
2024
Q2 		$3.07M Buy
29,991
+7,468
+33% +$763K 2.1% 8
2024
Q1 		$2.34M Sell
22,523
-551
-2% -$54.9K 1.75% 11
2023
Q4 		$2.23M Sell
23,074
-10,835
-32% -$971K 1.94% 11
2023
Q3 		$2.93M Sell
33,909
-4,972
-13% -$458K 2.69% 8
2023
Q2 		$3.71M Buy
38,881
+6,585
+20% +$626K 3.3% 6
2023
Q1 		$3.03M Sell
32,296
-163
-0.5% -$14.7K 3.15% 8
2022
Q4 		$2.93M Buy
32,459
+3,483
+12% +$282K 3.05% 9
2022
Q3 		$2.21M Sell
28,976
-2,830
-9% -$231K 2.38% 9
2022
Q2 		$2.77M Buy
31,806
+4,952
+18% +$430K 3% 9
2022
Q1 		$2.41M Sell
26,854
-6,625
-20% -$651K 2.18% 12
2021
Q4 		$3.33M Buy
+33,479
New +$3.67M 3.16% 9

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

Maripau Wealth Management's EFG Position: Q1 2026 in Review

Maripau Wealth Management opened a new position in iShares MSCI EAFE Growth ETF (EFG) in Q1 2026: 4,119 shares worth $459K. The stake represents 0.2% of the portfolio and ranks #92 among its holdings. This is a return to the name: Maripau Wealth Management previously reported a position in EFG as recently as Q3 2025.

Maripau Wealth Management first reported a position in EFG in Q4 2021 and has held it in 17 quarters since. The position peaked at $3.71M in Q2 2023. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

  • Maripau Wealth Management held 4,119 shares of iShares MSCI EAFE Growth ETF worth $459K as of Q1 2026.
  • iShares MSCI EAFE Growth ETF was a new Maripau Wealth Management position in Q1 2026.
  • iShares MSCI EAFE Growth ETF made up 0.2% of Maripau Wealth Management's portfolio in Q1 2026, its #92 holding.
  • Maripau Wealth Management first reported a position in iShares MSCI EAFE Growth ETF in Q4 2021 and has held it in 17 quarters since.
  • Maripau Wealth Management's iShares MSCI EAFE Growth ETF position peaked at $3.71M in Q2 2023.
  • 1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Maripau Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.