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

Ridgeline 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	–	Sell	-2,235	Closed	-$255K	–	54
2025 Q4	$255K	Sell	2,235 -1,506	-40%	-$173K	0.18%	45
2025 Q3	$426K	Sell	3,741 -6,047	-62%	-$674K	0.31%	34
2025 Q2	$1.1M	Sell	9,788 -3,875	-28%	-$409K	0.89%	21
2025 Q1	$1.37M	Sell	13,663 -1,230	-8%	-$125K	1.16%	18
2024 Q4	$1.44M	Buy	+14,893	New	+$1.51M	1.18%	17

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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 19.28% 1-Year Est. Return

Ridgeline Wealth's EFG Position: Q1 2026 in Review

Ridgeline Wealth sold out of iShares MSCI EAFE Growth ETF (EFG) in Q1 2026, closing a stake of 2,235 shares — an estimated $255K sold.

Ridgeline Wealth first reported a position in EFG in Q4 2024 and held it in 5 quarters. The position peaked at $1.44M in Q4 2024. 1,017 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

Ridgeline Wealth reported no remaining iShares MSCI EAFE Growth ETF position as of Q1 2026 after selling out during the quarter.
Ridgeline Wealth sold 2,235 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $255K.
Ridgeline Wealth first reported a position in iShares MSCI EAFE Growth ETF in Q4 2024 and held it in 5 quarters.
Ridgeline Wealth's iShares MSCI EAFE Growth ETF position peaked at $1.44M in Q4 2024.
1,017 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Ridgeline Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.