NFP Retirement Inc’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

NFP Retirement Inc’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	$4.04M	Buy	36,306 +5,010	+16%	+$589K	0.24%	70
2025 Q4	$3.57M	Sell	31,296 -1,108	-3%	-$127K	0.22%	70
2025 Q3	$3.69M	Sell	32,404 -1,539	-5%	-$172K	0.24%	66
2025 Q2	$3.8M	Buy	+33,943	New	+$3.58M	0.25%	63
2023 Q2	–	Sell	-13,182	Closed	-$1.23M	–	233
2023 Q1	$1.23M	Buy	13,182 +6,184	+88%	+$556K	0.25%	82
2022 Q4	$586K	Buy	6,998 +1,447	+26%	+$117K	0.13%	131
2022 Q3	$403K	Buy	+5,551	New	+$453K	0.1%	154

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

NFP Retirement Inc's EFG Position: Q1 2026 in Review

NFP Retirement Inc increased its iShares MSCI EAFE Growth ETF (EFG) stake by 16% in Q1 2026, buying an estimated $589K and bringing the position to 36,306 shares worth $4.04M. The position accounts for 0.24% of the portfolio, ranked #70.

NFP Retirement Inc first reported a position in EFG in Q3 2022 and has held it in 7 quarters since. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

NFP Retirement Inc held 36,306 shares of iShares MSCI EAFE Growth ETF worth $4.04M as of Q1 2026.
NFP Retirement Inc bought 5,010 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $589K.
iShares MSCI EAFE Growth ETF made up 0.24% of NFP Retirement Inc's portfolio in Q1 2026, its #70 holding.
NFP Retirement Inc first reported a position in iShares MSCI EAFE Growth ETF in Q3 2022 and has held it in 7 quarters since.
1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on NFP Retirement Inc's 13F filing for Q1 2026, filed 13 May 2026.