My Personal CFO LLC’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

My Personal CFO LLC’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	$273K	Hold	2,447	–	–	0.12%	78
2025 Q4	$279K	Buy	+2,447	New	+$281K	0.12%	79
2025 Q3	–	Sell	-2,447	Closed	-$274K	–	116
2025 Q2	$274K	Hold	2,447	–	–	0.12%	80
2025 Q1	$245K	Hold	2,447	–	–	0.12%	81
2024 Q4	$237K	Hold	2,447	–	–	0.12%	84
2024 Q3	$263K	Hold	2,447	–	–	0.14%	78
2024 Q2	$250K	Sell	2,447 -29	-1%	-$2.96K	0.13%	94
2024 Q1	$257K	Hold	2,476	–	–	0.15%	87
2023 Q4	$240K	Hold	2,476	–	–	0.16%	85
2023 Q3	$214K	Hold	2,476	–	–	0.17%	80
2023 Q2	$236K	Hold	2,476	–	–	0.19%	78
2023 Q1	$232K	Hold	2,476	–	–	0.2%	69
2022 Q4	$207K	Buy	+2,476	New	+$200K	0.19%	68
2022 Q2	–	Sell	-2,447	Closed	-$236K	–	57
2022 Q1	$236K	Buy	2,447 +418	+21%	+$41.1K	0.24%	55
2021 Q4	$224K	Buy	+2,029	New	+$222K	0.2%	57

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

My Personal CFO LLC's EFG Position: Q1 2026 in Review

My Personal CFO LLC held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q1 2026 at 2,447 shares worth $273K. The position accounts for 0.12% of the portfolio, ranked #78.

My Personal CFO LLC first reported a position in EFG in Q4 2021 and has held it in 15 quarters since. The position peaked at $279K in Q4 2025. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

My Personal CFO LLC held 2,447 shares of iShares MSCI EAFE Growth ETF worth $273K as of Q1 2026.
My Personal CFO LLC left its iShares MSCI EAFE Growth ETF share count unchanged in Q1 2026.
iShares MSCI EAFE Growth ETF made up 0.12% of My Personal CFO LLC's portfolio in Q1 2026, its #78 holding.
My Personal CFO LLC first reported a position in iShares MSCI EAFE Growth ETF in Q4 2021 and has held it in 15 quarters since.
My Personal CFO LLC's iShares MSCI EAFE Growth ETF position peaked at $279K in Q4 2025.
1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on My Personal CFO LLC's 13F filing for Q1 2026, filed 22 Apr 2026.