Morris Financial Concepts’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Morris Financial Concepts’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	$941K	Sell	8,447 -353	-4%	-$41.5K	0.32%	50
2025 Q4	$1M	Buy	8,800 +109	+1%	+$12.5K	0.35%	48
2025 Q3	$990K	Buy	8,691 +106	+1%	+$11.8K	0.36%	47
2025 Q2	$962K	Buy	8,585 +186	+2%	+$19.6K	0.38%	44
2025 Q1	$840K	Buy	8,399 +1,065	+15%	+$109K	0.35%	46
2024 Q4	$710K	Buy	7,334 +1,020	+16%	+$104K	0.3%	48
2024 Q3	$680K	Buy	6,314 +2,759	+78%	+$286K	0.29%	50
2024 Q2	$364K	Buy	3,555 +3,430	+2,744%	+$351K	0.17%	77
2024 Q1	$13K	Hold	125	–	–	0.01%	135
2023 Q4	$12.1K	Hold	125	–	–	0.01%	133
2023 Q3	$10.8K	Hold	125	–	–	0.01%	125
2023 Q2	$11.9K	Hold	125	–	–	0.01%	126
2023 Q1	$11.7K	Hold	125	–	–	0.01%	124
2022 Q4	$10.5K	Hold	125	–	–	0.01%	118
2022 Q3	$9K	Hold	125	–	–	0.01%	95
2022 Q2	$10K	Hold	125	–	–	0.01%	102
2022 Q1	$12K	Hold	125	–	–	0.01%	98
2021 Q4	$14K	Buy	+125	New	+$13.7K	0.01%	89

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

Morris Financial Concepts's EFG Position: Q1 2026 in Review

Morris Financial Concepts reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 4% in Q1 2026, selling an estimated $41.5K and leaving 8,447 shares worth $941K. The position accounts for 0.32% of the portfolio, ranked #50.

Morris Financial Concepts first reported a position in EFG in Q4 2021 and has held it in 18 quarters since. The position peaked at $1M in Q4 2025. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

Morris Financial Concepts held 8,447 shares of iShares MSCI EAFE Growth ETF worth $941K as of Q1 2026.
Morris Financial Concepts sold 353 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $41.5K.
iShares MSCI EAFE Growth ETF made up 0.32% of Morris Financial Concepts's portfolio in Q1 2026, its #50 holding.
Morris Financial Concepts first reported a position in iShares MSCI EAFE Growth ETF in Q4 2021 and has held it in 18 quarters since.
Morris Financial Concepts's iShares MSCI EAFE Growth ETF position peaked at $1M in Q4 2025.
1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Morris Financial Concepts's 13F filing for Q1 2026, filed 17 Apr 2026.