Savvy Advisors Inc’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Savvy Advisors Inc’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	$51.7M	Buy	464,300 +285,999	+160%	+$33.6M	1.38%	10
2025 Q4	$20.3M	Buy	178,301 +41,637	+30%	+$4.77M	0.66%	31
2025 Q3	$15.6M	Buy	136,664 +8,627	+7%	+$961K	0.72%	26
2025 Q2	$14.3M	Buy	128,037 +12,279	+11%	+$1.3M	0.96%	17
2025 Q1	$11.6M	Sell	115,758 -10,509	-8%	-$1.07M	1.16%	15
2024 Q4	$12.2M	Buy	126,267 +31,603	+33%	+$3.21M	1.47%	9
2024 Q3	$10.2M	Buy	94,664 +61,622	+186%	+$6.39M	2.07%	9
2024 Q2	$3.38M	Buy	33,042 +13,573	+70%	+$1.39M	1.1%	16
2024 Q1	$2.02M	Buy	19,469 +8,397	+76%	+$836K	1.16%	12
2023 Q4	$1.07M	Buy	+11,072	New	+$992K	1.04%	16

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

Savvy Advisors Inc's EFG Position: Q1 2026 in Review

Savvy Advisors Inc increased its iShares MSCI EAFE Growth ETF (EFG) stake by 160% in Q1 2026, buying an estimated $33.6M and bringing the position to 464,300 shares worth $51.7M. The position accounts for 1.38% of the portfolio, ranked #10.

Savvy Advisors Inc first reported a position in EFG in Q4 2023 and has held it in 10 quarters since. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

Savvy Advisors Inc held 464,300 shares of iShares MSCI EAFE Growth ETF worth $51.7M as of Q1 2026.
Savvy Advisors Inc bought 285,999 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $33.6M.
iShares MSCI EAFE Growth ETF made up 1.38% of Savvy Advisors Inc's portfolio in Q1 2026, its #10 holding.
Savvy Advisors Inc first reported a position in iShares MSCI EAFE Growth ETF in Q4 2023 and has held it in 10 quarters since.
1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.