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

PUREfi Wealth’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 		$407K Buy
+3,656
New +$430K 0.27% 101
2025
Q4 		– Sell
-3,649
Closed -$416K – 172
2025
Q3 		$416K Sell
3,649
-1,254
-26% -$140K 0.32% 85
2025
Q2 		$549K Buy
4,903
+720
+17% +$75.9K 0.44% 60
2025
Q1 		$418K Sell
4,183
-1,568
-27% -$160K 0.42% 70
2024
Q4 		$557K Buy
+5,751
New +$584K 0.54% 42

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

PUREfi Wealth's EFG Position: Q1 2026 in Review

PUREfi Wealth opened a new position in iShares MSCI EAFE Growth ETF (EFG) in Q1 2026: 3,656 shares worth $407K. The stake represents 0.27% of the portfolio and ranks #101 among its holdings. This is a return to the name: PUREfi Wealth previously reported a position in EFG as recently as Q3 2025.

PUREfi Wealth first reported a position in EFG in Q4 2024 and has held it in 5 quarters since. The position peaked at $557K in Q4 2024. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

  • PUREfi Wealth held 3,656 shares of iShares MSCI EAFE Growth ETF worth $407K as of Q1 2026.
  • iShares MSCI EAFE Growth ETF was a new PUREfi Wealth position in Q1 2026.
  • iShares MSCI EAFE Growth ETF made up 0.27% of PUREfi Wealth's portfolio in Q1 2026, its #101 holding.
  • PUREfi Wealth first reported a position in iShares MSCI EAFE Growth ETF in Q4 2024 and has held it in 5 quarters since.
  • PUREfi Wealth's iShares MSCI EAFE Growth ETF position peaked at $557K in Q4 2024.
  • 1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on PUREfi Wealth's 13F filing for Q1 2026, filed 28 Apr 2026.