MWM
EFG icon

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

Mission 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 		$353K Sell
3,167
-11
-0.3% -$1.29K 0.01% 575
2025
Q4 		$362K Sell
3,178
-59
-2% -$6.76K 0.01% 567
2025
Q3 		$369K Buy
3,237
+18
+0.6% +$2.01K 0.01% 553
2025
Q2 		$360K Sell
3,219
-212
-6% -$22.4K 0.01% 550
2025
Q1 		$343K Sell
3,431
-690
-17% -$70.3K 0.01% 537
2024
Q4 		$399K Sell
4,121
-3,415
-45% -$347K 0.01% 485
2024
Q3 		$811K Sell
7,536
-96
-1% -$9.96K 0.02% 332
2024
Q2 		$781K Sell
7,632
-995
-12% -$102K 0.02% 325
2024
Q1 		$895K Sell
8,627
-236
-3% -$23.5K 0.02% 314
2023
Q4 		$858K Buy
8,863
+23
+0.3% +$2.06K 0.03% 270
2023
Q3 		$763K Sell
8,840
-21
-0.2% -$1.94K 0.03% 266
2023
Q2 		$845K Sell
8,861
-1,545
-15% -$147K 0.03% 252
2023
Q1 		$975K Sell
10,406
-219
-2% -$19.7K 0.04% 215
2022
Q4 		$890K Sell
10,625
-400
-4% -$32.3K 0.04% 226
2022
Q3 		$800K Sell
11,025
-483
-4% -$39.4K 0.04% 217
2022
Q2 		$926K Sell
11,508
-7,222
-39% -$627K 0.05% 201
2022
Q1 		$1.8M Buy
18,730
+168
+0.9% +$16.5K 0.08% 124
2021
Q4 		$2.05M Sell
18,562
-248
-1% -$27.2K 0.09% 112
2021
Q3 		$2M Buy
18,810
+136
+0.7% +$15K 0.1% 104
2021
Q2 		$2M Sell
18,674
-80
-0.4% -$8.5K 0.11% 99
2021
Q1 		$1.88M Buy
18,754
+693
+4% +$70.5K 0.11% 93
2020
Q4 		$1.82M Buy
18,061
+3,525
+24% +$333K 0.11% 89
2020
Q3 		$1.31M Buy
14,536
+10,103
+228% +$895K 0.1% 97
2020
Q2 		$368K Buy
+4,433
New +$346K 0.03% 219

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

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

Mission Wealth Management reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 0.35% in Q1 2026, selling an estimated $1.29K and leaving 3,167 shares worth $353K. The position accounts for 0.01% of the portfolio, ranked #575.

Mission Wealth Management first reported a position in EFG in Q2 2020 and has held it in 24 quarters since. The position peaked at $2.05M in Q4 2021. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

  • Mission Wealth Management held 3,167 shares of iShares MSCI EAFE Growth ETF worth $353K as of Q1 2026.
  • Mission Wealth Management sold 11 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $1.29K.
  • iShares MSCI EAFE Growth ETF made up 0.01% of Mission Wealth Management's portfolio in Q1 2026, its #575 holding.
  • Mission Wealth Management first reported a position in iShares MSCI EAFE Growth ETF in Q2 2020 and has held it in 24 quarters since.
  • Mission Wealth Management's iShares MSCI EAFE Growth ETF position peaked at $2.05M in Q4 2021.
  • 1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

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