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

Quaker 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	$8.58K	Hold	77	–	–	﹤0.01%	305
2025 Q4	$8.77K	Hold	77	–	–	﹤0.01%	306
2025 Q3	$8.77K	Hold	77	–	–	﹤0.01%	290
2025 Q2	$8.62K	Buy	+77	New	+$8.12K	﹤0.01%	301
2020 Q3	–	Sell	-11,136	Closed	-$926K	–	51
2020 Q2	$926K	Sell	11,136 -11,516	-51%	-$899K	0.55%	25
2020 Q1	$1.61M	Sell	22,652 -49	-0.2%	-$3.97K	1.14%	17
2019 Q4	$1.96M	Buy	+22,701	New	+$1.89M	1.17%	15

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

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

Quaker Wealth Management held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q1 2026 at 77 shares worth $8.58K. The position accounts for ﹤0.01% of the portfolio, ranked #305.

Quaker Wealth Management first reported a position in EFG in Q4 2019 and has held it in 7 quarters since. The position peaked at $1.96M in Q4 2019. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

Quaker Wealth Management held 77 shares of iShares MSCI EAFE Growth ETF worth $8.58K as of Q1 2026.
Quaker 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 Quaker Wealth Management's portfolio in Q1 2026, its #305 holding.
Quaker Wealth Management first reported a position in iShares MSCI EAFE Growth ETF in Q4 2019 and has held it in 7 quarters since.
Quaker Wealth Management's iShares MSCI EAFE Growth ETF position peaked at $1.96M in Q4 2019.
1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

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