MPWM Advisory Solutions’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

MPWM Advisory Solutions’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	$57K	Buy	512 +50	+11%	+$5.88K	0.03%	187
2025 Q4	$52.6K	Buy	462 +56	+14%	+$6.42K	0.03%	177
2025 Q3	$46.2K	Hold	406	–	–	0.03%	173
2025 Q2	$45.5K	Hold	406	–	–	0.03%	167
2025 Q1	$40.6K	Buy	406 +235	+137%	+$24K	0.03%	165
2024 Q4	$16.6K	Buy	+171	New	+$17.4K	0.01%	270

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

MPWM Advisory Solutions's EFG Position: Q1 2026 in Review

MPWM Advisory Solutions increased its iShares MSCI EAFE Growth ETF (EFG) stake by 11% in Q1 2026, buying an estimated $5.88K and bringing the position to 512 shares worth $57K. The position accounts for 0.03% of the portfolio, ranked #187.

MPWM Advisory Solutions first reported a position in EFG in Q4 2024 and has held it in 6 quarters since. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

MPWM Advisory Solutions held 512 shares of iShares MSCI EAFE Growth ETF worth $57K as of Q1 2026.
MPWM Advisory Solutions bought 50 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $5.88K.
iShares MSCI EAFE Growth ETF made up 0.03% of MPWM Advisory Solutions's portfolio in Q1 2026, its #187 holding.
MPWM Advisory Solutions first reported a position in iShares MSCI EAFE Growth ETF in Q4 2024 and has held it in 6 quarters since.
1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on MPWM Advisory Solutions's 13F filing for Q1 2026, filed 13 May 2026.