MYCIO Wealth Partners’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

MYCIO Wealth Partners’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	$932K	Hold	8,372	–	–	0.19%	27
2025 Q4	$954K	Buy	8,372 +132	+2%	+$15.1K	0.2%	26
2025 Q3	$938K	Hold	8,240	–	–	0.22%	24
2025 Q2	$923K	Buy	8,240 +81	+1%	+$8.54K	0.21%	24
2025 Q1	$816K	Hold	8,159	–	–	0.19%	26
2024 Q4	$790K	Buy	8,159 +58	+0.7%	+$5.89K	0.19%	28
2024 Q3	$872K	Hold	8,101	–	–	0.2%	28
2024 Q2	$829K	Buy	8,101 +70	+0.9%	+$7.16K	0.21%	28
2024 Q1	$834K	Hold	8,031	–	–	0.21%	29
2023 Q4	$778K	Buy	8,031 +54	+0.7%	+$4.84K	0.22%	29
2023 Q3	$688K	Hold	7,977	–	–	0.21%	31
2023 Q2	$761K	Buy	7,977 +75	+0.9%	+$7.13K	0.24%	27
2023 Q1	$740K	Hold	7,902	–	–	0.26%	28
2022 Q4	$662K	Buy	+7,902	New	+$639K	0.22%	31
2022 Q2	–	Sell	-7,860	Closed	-$757K	–	47
2022 Q1	$757K	Buy	+7,860	New	+$773K	0.24%	27
2020 Q1	–	Sell	-26,037	Closed	-$2.25M	–	121
2019 Q4	$2.25M	Buy	26,037 +3,672	+16%	+$306K	0.15%	69
2019 Q3	$1.8M	Hold	22,365	–	–	0.13%	67
2019 Q2	$1.81M	Hold	22,365	–	–	0.14%	66
2019 Q1	$1.73M	Sell	22,365 -18,146	-45%	-$1.35M	0.14%	63
2018 Q4	$2.8M	Buy	40,511 +25,188	+164%	+$1.84M	0.26%	49
2018 Q3	$1.23M	Hold	15,323	–	–	0.12%	80
2018 Q2	$1.21M	Sell	15,323 -2,963	-16%	-$240K	0.12%	77
2018 Q1	$1.47M	Sell	18,286 -1,497	-8%	-$122K	0.17%	56
2017 Q4	$1.6M	Hold	19,783	–	–	0.17%	52
2017 Q3	$1.53M	Hold	19,783	–	–	0.17%	59
2017 Q2	$1.46M	Sell	19,783 -3,446	-15%	-$252K	0.17%	59
2017 Q1	$1.61M	Sell	23,229 -41,849	-64%	-$2.8M	0.2%	53
2016 Q4	$4.14M	Buy	65,078 +64,401	+9,513%	+$4.16M	0.56%	24
2016 Q3	$46K	Hold	677	–	–	0.01%	358
2016 Q2	$44K	Buy	677 +10	+1%	+$661	0.01%	352
2016 Q1	$44K	Hold	667	–	–	0.01%	339
2015 Q4	$45K	Buy	667 +3	+0.5%	+$203	0.01%	304
2015 Q3	$42K	Buy	664 +8	+1%	+$545	0.01%	322
2015 Q2	$46K	Buy	656 +41	+7%	+$2.98K	0.01%	304
2015 Q1	$43K	Hold	615	–	–	0.01%	301
2014 Q4	$40K	Buy	615 +4	+0.7%	+$268	0.01%	294
2014 Q3	$42K	Buy	611 +9	+1%	+$636	0.01%	272
2014 Q2	$44K	Buy	602 +14	+2%	+$1.01K	0.01%	283
2014 Q1	$42K	Hold	588	–	–	0.01%	277
2013 Q4	$42K	Buy	588 +4	+0.7%	+$277	0.01%	263
2013 Q3	$40K	Buy	584 +8	+1%	+$525	0.01%	255
2013 Q2	$36K	Buy	+576	New	+$37.2K	0.01%	265

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

MYCIO Wealth Partners's EFG Position: Q1 2026 in Review

MYCIO Wealth Partners held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q1 2026 at 8,372 shares worth $932K. The position accounts for 0.19% of the portfolio, ranked #27.

MYCIO Wealth Partners first reported a position in EFG in Q2 2013 and has held it in 42 quarters since. The position peaked at $4.14M in Q4 2016. 1,010 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

MYCIO Wealth Partners held 8,372 shares of iShares MSCI EAFE Growth ETF worth $932K as of Q1 2026.
MYCIO Wealth Partners left its iShares MSCI EAFE Growth ETF share count unchanged in Q1 2026.
iShares MSCI EAFE Growth ETF made up 0.19% of MYCIO Wealth Partners's portfolio in Q1 2026, its #27 holding.
MYCIO Wealth Partners first reported a position in iShares MSCI EAFE Growth ETF in Q2 2013 and has held it in 42 quarters since.
MYCIO Wealth Partners's iShares MSCI EAFE Growth ETF position peaked at $4.14M in Q4 2016.
1,010 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on MYCIO Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.