Money Concepts Capital’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Money Concepts Capital’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	$264K	Buy	+2,367	New	+$278K	0.01%	486
2023 Q1	–	Sell	-1,533	Closed	-$128K	–	1151
2022 Q4	$128K	Buy	1,533 +569	+59%	+$46K	0.01%	873
2022 Q3	$70K	Buy	964 +295	+44%	+$24.1K	﹤0.01%	640
2022 Q2	$54K	Sell	669 -937	-58%	-$81.4K	﹤0.01%	684
2022 Q1	$155K	Buy	1,606 +1,560	+3,391%	+$153K	0.01%	836
2021 Q4	$5K	Buy	+46	New	+$5.04K	﹤0.01%	701
2021 Q1	$5K	Buy	46 +29	+171%	+$2.95K	﹤0.01%	666
2020 Q4	$2K	Buy	+17	New	+$1.61K	﹤0.01%	636

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

Money Concepts Capital's EFG Position: Q1 2026 in Review

Money Concepts Capital opened a new position in iShares MSCI EAFE Growth ETF (EFG) in Q1 2026: 2,367 shares worth $264K. The stake represents 0.01% of the portfolio and ranks #486 among its holdings. This is a return to the name: Money Concepts Capital previously reported a position in EFG as recently as Q4 2022.

Money Concepts Capital first reported a position in EFG in Q4 2020 and has held it in 8 quarters since. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

Money Concepts Capital held 2,367 shares of iShares MSCI EAFE Growth ETF worth $264K as of Q1 2026.
iShares MSCI EAFE Growth ETF was a new Money Concepts Capital position in Q1 2026.
iShares MSCI EAFE Growth ETF made up 0.01% of Money Concepts Capital's portfolio in Q1 2026, its #486 holding.
Money Concepts Capital first reported a position in iShares MSCI EAFE Growth ETF in Q4 2020 and has held it in 8 quarters since.
1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Money Concepts Capital's 13F filing for Q1 2026, filed 30 Apr 2026.