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

Noble Family 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	$797K	Hold	7,160	–	–	0.16%	46
2025 Q4	$816K	Hold	7,160	–	–	0.17%	47
2025 Q3	$815K	Hold	7,160	–	–	0.18%	47
2025 Q2	$802K	Hold	7,160	–	–	0.2%	44
2025 Q1	$716K	Hold	7,160	–	–	0.2%	43
2024 Q4	$695K	Hold	7,160	–	–	0.19%	43
2024 Q3	$771K	Hold	7,160	–	–	0.21%	44
2024 Q2	$732K	Hold	7,160	–	–	0.21%	44
2024 Q1	$743K	Hold	7,160	–	–	0.21%	44
2023 Q4	$693K	Hold	7,160	–	–	0.21%	46
2023 Q3	$618K	Hold	7,160	–	–	0.21%	46
2023 Q2	$683K	Hold	7,160	–	–	0.22%	45
2023 Q1	$671K	Buy	+7,160	New	+$644K	0.23%	45

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

Noble Family Wealth's EFG Position: Q1 2026 in Review

Noble Family Wealth held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q1 2026 at 7,160 shares worth $797K. The position accounts for 0.16% of the portfolio, ranked #46.

Noble Family Wealth first reported a position in EFG in Q1 2023 and has held it in 13 quarters since. The position peaked at $816K in Q4 2025. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

Noble Family Wealth held 7,160 shares of iShares MSCI EAFE Growth ETF worth $797K as of Q1 2026.
Noble Family Wealth left its iShares MSCI EAFE Growth ETF share count unchanged in Q1 2026.
iShares MSCI EAFE Growth ETF made up 0.16% of Noble Family Wealth's portfolio in Q1 2026, its #46 holding.
Noble Family Wealth first reported a position in iShares MSCI EAFE Growth ETF in Q1 2023 and has held it in 13 quarters since.
Noble Family Wealth's iShares MSCI EAFE Growth ETF position peaked at $816K in Q4 2025.
1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Noble Family Wealth's 13F filing for Q1 2026, filed 9 Apr 2026.