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

Provident 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	$1.45K	Hold	13	–	–	﹤0.01%	129
2025 Q4	$1.48K	Hold	13	–	–	﹤0.01%	133
2025 Q3	$1.48K	Buy	+13	New	+$1.45K	﹤0.01%	133
2025 Q1	–	Sell	-12,406	Closed	-$1.2M	–	139
2024 Q4	$1.2M	Sell	12,406 -849	-6%	-$86.3K	0.4%	30
2024 Q3	$1.43M	Sell	13,255 -354	-3%	-$36.7K	0.49%	28
2024 Q2	$1.39M	Sell	13,609 -844	-6%	-$86.3K	0.51%	29
2024 Q1	$1.5M	Buy	14,453 +654	+5%	+$65.1K	0.56%	31
2023 Q4	$1.34M	Sell	13,799 -634	-4%	-$56.8K	0.59%	30
2023 Q3	$1.25M	Buy	14,433 +975	+7%	+$89.9K	0.61%	29
2023 Q2	$1.28M	Buy	13,458 +712	+6%	+$67.7K	0.63%	28
2023 Q1	$1.19M	Buy	12,746 +253	+2%	+$22.8K	0.61%	29
2022 Q4	$1.05M	Sell	12,493 -5,033	-29%	-$407K	0.61%	29
2022 Q3	$1.27M	Sell	17,526 -1,400	-7%	-$114K	0.77%	28
2022 Q2	$1.52M	Sell	18,926 -2,406	-11%	-$209K	0.97%	26
2022 Q1	$2.05M	Buy	+21,332	New	+$2.1M	1.25%	25

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

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

Provident Wealth Management held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q1 2026 at 13 shares worth $1.45K. The position accounts for ﹤0.01% of the portfolio, ranked #129.

Provident Wealth Management first reported a position in EFG in Q1 2022 and has held it in 15 quarters since. The position peaked at $2.05M in Q1 2022. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

Provident Wealth Management held 13 shares of iShares MSCI EAFE Growth ETF worth $1.45K as of Q1 2026.
Provident Wealth Management left its iShares MSCI EAFE Growth ETF share count unchanged in Q1 2026.
iShares MSCI EAFE Growth ETF made up ﹤0.01% of Provident Wealth Management's portfolio in Q1 2026, its #129 holding.
Provident Wealth Management first reported a position in iShares MSCI EAFE Growth ETF in Q1 2022 and has held it in 15 quarters since.
Provident Wealth Management's iShares MSCI EAFE Growth ETF position peaked at $2.05M in Q1 2022.
1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Provident Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.