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Peterson Wealth Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Peterson Wealth Advisors’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 		$492K Buy
4,420
+79
+2% +$9.29K 0.07% 65
2025
Q4 		$495K Buy
4,341
+1,237
+40% +$142K 0.07% 67
2025
Q3 		$360K Buy
3,104
+381
+14% +$42.5K 0.05% 81
2025
Q2 		$305K Sell
2,723
-17
-0.6% -$1.79K 0.05% 78
2025
Q1 		$246K Buy
+2,740
New +$279K 0.05% 79

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

Peterson Wealth Advisors's EFG Position: Q1 2026 in Review

Peterson Wealth Advisors increased its iShares MSCI EAFE Growth ETF (EFG) stake by 1.8% in Q1 2026, buying an estimated $9.29K and bringing the position to 4,420 shares worth $492K. The position accounts for 0.07% of the portfolio, ranked #65.

Peterson Wealth Advisors first reported a position in EFG in Q1 2025 and has held it in 5 quarters since. The position peaked at $495K in Q4 2025. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

  • Peterson Wealth Advisors held 4,420 shares of iShares MSCI EAFE Growth ETF worth $492K as of Q1 2026.
  • Peterson Wealth Advisors bought 79 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $9.29K.
  • iShares MSCI EAFE Growth ETF made up 0.07% of Peterson Wealth Advisors's portfolio in Q1 2026, its #65 holding.
  • Peterson Wealth Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q1 2025 and has held it in 5 quarters since.
  • Peterson Wealth Advisors's iShares MSCI EAFE Growth ETF position peaked at $495K in Q4 2025.
  • 1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

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