Paladin Advisory Group’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Paladin Advisory Group’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
2023 Q1	–	Sell	-20,896	Closed	-$1.75M	–	330
2022 Q4	$1.75M	Buy	20,896 +5,821	+39%	+$471K	1.5%	25
2022 Q3	$1.09M	Sell	15,075 -1,818	-11%	-$148K	1%	32
2022 Q2	$1.36M	Buy	+16,893	New	+$1.47M	1.17%	27
2022 Q1	–	Sell	-18,972	Closed	-$2.09M	–	343
2021 Q4	$2.09M	Buy	+18,972	New	+$2.08M	1.7%	15

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

Paladin Advisory Group's EFG Position: Q1 2026 in Review

Paladin Advisory Group increased its iShares MSCI EAFE Growth ETF (EFG) stake by 0.08% in Q1 2026, buying an estimated $1.53K and bringing the position to 16,047 shares worth $1.79M. The position accounts for 1.36% of the portfolio, ranked #23.

Paladin Advisory Group first reported a position in EFG in Q1 2022 and has held it in 14 quarters since. The position peaked at $1.91M in Q2 2023. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

Paladin Advisory Group held 16,047 shares of iShares MSCI EAFE Growth ETF worth $1.79M as of Q1 2026.
Paladin Advisory Group bought 13 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $1.53K.
iShares MSCI EAFE Growth ETF made up 1.36% of Paladin Advisory Group's portfolio in Q1 2026, its #23 holding.
Paladin Advisory Group first reported a position in iShares MSCI EAFE Growth ETF in Q1 2022 and has held it in 14 quarters since.
Paladin Advisory Group's iShares MSCI EAFE Growth ETF position peaked at $1.91M in Q2 2023.
1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Paladin Advisory Group's 13F filing for Q1 2026, filed 30 Apr 2026.