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

Perigon Wealth Management’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 		$3.56M Buy
31,949
+3,678
+13% +$433K 0.06% 269
2025
Q4 		$3.22M Sell
28,271
-22,457
-44% -$2.57M 0.06% 273
2025
Q3 		$5.78M Sell
50,728
-63,433
-56% -$7.07M 0.12% 172
2025
Q2 		$12.8M Buy
114,161
+2,483
+2% +$262K 0.3% 66
2025
Q1 		$11.2M Sell
111,678
-37,404
-25% -$3.81M 0.29% 75
2024
Q4 		$14.6M Buy
149,082
+19,961
+15% +$2.03M 0.36% 57
2024
Q3 		$13.9M Buy
129,121
+5,911
+5% +$613K 0.37% 56
2024
Q2 		$12.6M Buy
123,210
+52,358
+74% +$5.35M 0.37% 58
2024
Q1 		$7.35M Buy
70,852
+15,221
+27% +$1.52M 0.22% 101
2023
Q4 		$5.39M Sell
55,631
-13,205
-19% -$1.18M 0.18% 122
2023
Q3 		$5.94M Sell
68,836
-8,662
-11% -$799K 0.24% 97
2023
Q2 		$7.39M Buy
77,498
+25,505
+49% +$2.43M 0.29% 83
2023
Q1 		$4.87M Buy
51,993
+11,046
+27% +$993K 0.28% 86
2022
Q4 		$3.43M Sell
40,947
-4,140
-9% -$335K 0.21% 110
2022
Q3 		$3.27M Buy
45,087
+29,145
+183% +$2.38M 0.28% 78
2022
Q2 		$1.28M Sell
15,942
-27,852
-64% -$2.42M 0.11% 185
2022
Q1 		$4.22M Buy
43,794
+1,499
+4% +$147K 0.3% 72
2021
Q4 		$4.67M Buy
42,295
+4,432
+12% +$485K 0.33% 61
2021
Q3 		$4.03M Buy
37,863
+10,349
+38% +$1.14M 0.35% 62
2021
Q2 		$2.95M Buy
27,514
+1,328
+5% +$141K 0.26% 83
2021
Q1 		$2.63M Buy
26,186
+9,048
+53% +$920K 0.27% 79
2020
Q4 		$1.73M Buy
17,138
+13,025
+317% +$1.23M 0.2% 90
2020
Q3 		$370K Buy
+4,113
New +$364K 0.05% 267

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
JP Morgan Chase
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
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
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Perigon Wealth Management's EFG Position: Q1 2026 in Review

Perigon Wealth Management increased its iShares MSCI EAFE Growth ETF (EFG) stake by 13% in Q1 2026, buying an estimated $433K and bringing the position to 31,949 shares worth $3.56M. The position accounts for 0.06% of the portfolio, ranked #269.

Perigon Wealth Management first reported a position in EFG in Q3 2020 and has held it in 23 quarters since. The position peaked at $14.6M in Q4 2024. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

  • Perigon Wealth Management held 31,949 shares of iShares MSCI EAFE Growth ETF worth $3.56M as of Q1 2026.
  • Perigon Wealth Management bought 3,678 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $433K.
  • iShares MSCI EAFE Growth ETF made up 0.06% of Perigon Wealth Management's portfolio in Q1 2026, its #269 holding.
  • Perigon Wealth Management first reported a position in iShares MSCI EAFE Growth ETF in Q3 2020 and has held it in 23 quarters since.
  • Perigon Wealth Management's iShares MSCI EAFE Growth ETF position peaked at $14.6M in Q4 2024.
  • 1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.