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Personal CFO Solutions’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Personal CFO Solutions’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 		$6.1M Buy
54,775
+3,526
+7% +$415K 0.86% 19
2025
Q4 		$5.84M Buy
+51,249
New +$5.88M 0.93% 15
2025
Q3 		– Sell
-42,163
Closed -$4.72M – 501
2025
Q2 		$4.72M Buy
42,163
+36,874
+697% +$3.89M 0.87% 15
2025
Q1 		$529K Buy
+5,289
New +$539K 0.11% 205
2024
Q4 		– Sell
-4,333
Closed -$466K – 501
2024
Q3 		$466K Sell
4,333
-1,745
-29% -$181K 0.07% 280
2024
Q2 		$622K Buy
6,078
+3,726
+158% +$381K 0.1% 205
2024
Q1 		$244K Sell
2,352
-3,495
-60% -$348K 0.04% 454
2023
Q4 		$566K Buy
5,847
+1,104
+23% +$98.9K 0.1% 205
2023
Q3 		$409K Buy
+4,743
New +$437K 0.08% 241
2023
Q1 		– Sell
-2,946
Closed -$247K – 483
2022
Q4 		$247K Sell
2,946
-3,500
-54% -$283K 0.05% 360
2022
Q3 		$468K Sell
6,446
-9,289
-59% -$758K 0.12% 161
2022
Q2 		$1.27M Buy
15,735
+8,429
+115% +$732K 0.3% 58
2022
Q1 		$703K Sell
7,306
-1,926
-21% -$189K 0.14% 140
2021
Q4 		$1.02M Buy
+9,232
New +$1.01M 0.19% 111
2020
Q2 		– Sell
-16,393
Closed -$1.17M – 325
2020
Q1 		$1.17M Buy
+16,393
New +$1.33M 0.42% 52

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 $12.8B AUM 19.38% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

Personal CFO Solutions's EFG Position: Q1 2026 in Review

Personal CFO Solutions increased its iShares MSCI EAFE Growth ETF (EFG) stake by 6.9% in Q1 2026, buying an estimated $415K and bringing the position to 54,775 shares worth $6.1M. The position accounts for 0.86% of the portfolio, ranked #19.

Personal CFO Solutions first reported a position in EFG in Q1 2020 and has held it in 15 quarters since. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

  • Personal CFO Solutions held 54,775 shares of iShares MSCI EAFE Growth ETF worth $6.1M as of Q1 2026.
  • Personal CFO Solutions bought 3,526 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $415K.
  • iShares MSCI EAFE Growth ETF made up 0.86% of Personal CFO Solutions's portfolio in Q1 2026, its #19 holding.
  • Personal CFO Solutions first reported a position in iShares MSCI EAFE Growth ETF in Q1 2020 and has held it in 15 quarters since.
  • 1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.