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

NewEdge Wealth’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	$6.12M	Buy	54,927 +7,047	+15%	+$829K	0.07%	188
2025 Q4	$5.45M	Buy	47,880 +43,814	+1,078%	+$5.02M	0.06%	217
2025 Q3	$467K	Sell	4,066 -124	-3%	-$13.8K	0.01%	760
2025 Q2	$460K	Sell	4,190 -409	-9%	-$43.1K	0.01%	735
2025 Q1	$460K	Sell	4,599 -467	-9%	-$47.6K	0.01%	674
2024 Q4	$491K	Sell	5,066 -77	-1%	-$7.83K	0.01%	641
2024 Q3	$554K	Sell	5,143 -692	-12%	-$71.8K	0.01%	597
2024 Q2	$597K	Buy	5,835 +45	+0.8%	+$4.6K	0.01%	508
2024 Q1	$578K	Buy	5,790 +243	+4%	+$24.2K	0.01%	527
2023 Q4	$537K	Sell	5,547 -1,862	-25%	-$167K	0.01%	498
2023 Q3	$639K	Buy	7,409 +1,199	+19%	+$111K	0.02%	429
2023 Q2	$592K	Buy	+6,210	New	+$591K	0.02%	437

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

NewEdge Wealth's EFG Position: Q1 2026 in Review

NewEdge Wealth increased its iShares MSCI EAFE Growth ETF (EFG) stake by 15% in Q1 2026, buying an estimated $829K and bringing the position to 54,927 shares worth $6.12M. The position accounts for 0.07% of the portfolio, ranked #188.

NewEdge Wealth first reported a position in EFG in Q2 2023 and has held it in 12 quarters since. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

NewEdge Wealth held 54,927 shares of iShares MSCI EAFE Growth ETF worth $6.12M as of Q1 2026.
NewEdge Wealth bought 7,047 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $829K.
iShares MSCI EAFE Growth ETF made up 0.07% of NewEdge Wealth's portfolio in Q1 2026, its #188 holding.
NewEdge Wealth first reported a position in iShares MSCI EAFE Growth ETF in Q2 2023 and has held it in 12 quarters since.
1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.