MGWM
EFG icon

Marks Group Wealth Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Marks Group 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 		$17.9M Buy
160,285
+76,627
+92% +$9.01M 1.72% 5
2025
Q4 		$9.53M Buy
83,658
+19,673
+31% +$2.26M 0.91% 20
2025
Q3 		$7.29M Buy
63,985
+15,527
+32% +$1.73M 0.68% 70
2025
Q2 		$5.43M Sell
48,458
-2,148
-4% -$227K 0.5% 78
2025
Q1 		$5.06M Sell
50,606
-25,704
-34% -$2.62M 0.49% 76
2024
Q4 		$7.39M Buy
76,310
+2,707
+4% +$275K 0.73% 62
2024
Q3 		$7.92M Sell
73,603
-9,642
-12% -$1M 0.76% 70
2024
Q2 		$8.52M Buy
83,245
+32,079
+63% +$3.28M 0.9% 26
2024
Q1 		$5.31M Buy
51,166
+1,870
+4% +$186K 0.56% 74
2023
Q4 		$4.77M Sell
49,296
-21,781
-31% -$1.95M 0.54% 76
2023
Q3 		$6.13M Buy
71,077
+4,235
+6% +$390K 0.76% 55
2023
Q2 		$6.38M Buy
66,842
+2,649
+4% +$252K 0.76% 58
2023
Q1 		$6.01M Buy
64,193
+11,728
+22% +$1.05M 0.77% 55
2022
Q4 		$4.39M Sell
52,465
-601
-1% -$48.6K 0.6% 72
2022
Q3 		$3.85M Buy
53,066
+1,028
+2% +$83.9K 0.59% 70
2022
Q2 		$4.19M Buy
52,038
+900
+2% +$78.2K 0.6% 71
2022
Q1 		$4.92M Sell
51,138
-13,485
-21% -$1.33M 0.62% 69
2021
Q4 		$7.12M Buy
64,623
+54,183
+519% +$5.93M 0.87% 23
2021
Q3 		$1.11M Buy
10,440
+2,224
+27% +$245K 0.15% 145
2021
Q2 		$877K Buy
+8,216
New +$873K 0.12% 147

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 $12.8B AUM 19.38% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

Marks Group Wealth Management's EFG Position: Q1 2026 in Review

Marks Group Wealth Management increased its iShares MSCI EAFE Growth ETF (EFG) stake by 92% in Q1 2026, buying an estimated $9.01M and bringing the position to 160,285 shares worth $17.9M. The position accounts for 1.72% of the portfolio, ranked #5.

Marks Group Wealth Management first reported a position in EFG in Q2 2021 and has held it in 20 quarters since. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

  • Marks Group Wealth Management held 160,285 shares of iShares MSCI EAFE Growth ETF worth $17.9M as of Q1 2026.
  • Marks Group Wealth Management bought 76,627 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $9.01M.
  • iShares MSCI EAFE Growth ETF made up 1.72% of Marks Group Wealth Management's portfolio in Q1 2026, its #5 holding.
  • Marks Group Wealth Management first reported a position in iShares MSCI EAFE Growth ETF in Q2 2021 and has held it in 20 quarters since.
  • 1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Marks Group Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.