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

Merkkuri Wealth Advisors’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	$149K	Buy	+1,336	New	+$157K	0.1%	91
2025 Q4	–	Sell	-2,600	Closed	-$296K	–	81
2025 Q3	$296K	Sell	2,600 -7,869	-75%	-$877K	0.21%	71
2025 Q2	$1.17M	Sell	10,469 -208	-2%	-$21.9K	0.89%	36
2025 Q1	$1.07M	Sell	10,677 -6,736	-39%	-$687K	0.91%	34
2024 Q4	$1.69M	Buy	17,413 +2,824	+19%	+$287K	1.33%	23
2024 Q3	$1.57M	Sell	14,589 -152	-1%	-$15.8K	1.24%	28
2024 Q2	$1.51M	Buy	+14,741	New	+$1.51M	1.39%	22

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 $18.1B AUM 15% 1-Year Est. Return

Merkkuri Wealth Advisors's EFG Position: Q1 2026 in Review

Merkkuri Wealth Advisors opened a new position in iShares MSCI EAFE Growth ETF (EFG) in Q1 2026: 1,336 shares worth $149K. The stake represents 0.1% of the portfolio and ranks #91 among its holdings. This is a return to the name: Merkkuri Wealth Advisors previously reported a position in EFG as recently as Q3 2025.

Merkkuri Wealth Advisors first reported a position in EFG in Q2 2024 and has held it in 7 quarters since. The position peaked at $1.69M in Q4 2024. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

Merkkuri Wealth Advisors held 1,336 shares of iShares MSCI EAFE Growth ETF worth $149K as of Q1 2026.
iShares MSCI EAFE Growth ETF was a new Merkkuri Wealth Advisors position in Q1 2026.
iShares MSCI EAFE Growth ETF made up 0.1% of Merkkuri Wealth Advisors's portfolio in Q1 2026, its #91 holding.
Merkkuri Wealth Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q2 2024 and has held it in 7 quarters since.
Merkkuri Wealth Advisors's iShares MSCI EAFE Growth ETF position peaked at $1.69M in Q4 2024.
1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Merkkuri Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.