Ogorek Anthony Joseph’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Ogorek Anthony Joseph’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	–	Sell	-66	Closed	-$7K	–	658
2025 Q4	$7K	Buy	66 +1	+2%	+$115	﹤0.01%	425
2025 Q3	$7K	Hold	65	–	–	﹤0.01%	438
2025 Q2	$7K	Buy	65 +1	+2%	+$105	﹤0.01%	428
2025 Q1	$6K	Buy	+64	New	+$6.52K	﹤0.01%	436

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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

Ogorek Anthony Joseph's EFG Position: Q1 2026 in Review

Ogorek Anthony Joseph sold out of iShares MSCI EAFE Growth ETF (EFG) in Q1 2026, closing a stake of 66 shares — an estimated $7K sold.

Ogorek Anthony Joseph first reported a position in EFG in Q1 2025 and held it in 4 quarters. The position peaked at $7K in Q4 2025. 1,013 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

Ogorek Anthony Joseph reported no remaining iShares MSCI EAFE Growth ETF position as of Q1 2026 after selling out during the quarter.
Ogorek Anthony Joseph sold 66 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $7K.
Ogorek Anthony Joseph first reported a position in iShares MSCI EAFE Growth ETF in Q1 2025 and held it in 4 quarters.
Ogorek Anthony Joseph's iShares MSCI EAFE Growth ETF position peaked at $7K in Q4 2025.
1,013 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Ogorek Anthony Joseph's 13F filing for Q1 2026, filed 11 May 2026.