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

Semus Wealth Partners’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	$667K	Buy	+5,987	New	+$704K	0.37%	49
2025 Q3	–	Sell	-4,279	Closed	-$479K	–	116
2025 Q2	$479K	Sell	4,279 -295	-6%	-$31.1K	0.31%	59
2025 Q1	$457K	Sell	4,574 -3,414	-43%	-$348K	0.32%	58
2024 Q4	$773K	Buy	7,988 +1,829	+30%	+$186K	0.51%	42
2024 Q3	$663K	Buy	6,159 +971	+19%	+$101K	0.46%	45
2024 Q2	$531K	Buy	5,188 +1,998	+63%	+$204K	0.41%	46
2024 Q1	$331K	Sell	3,190 -55	-2%	-$5.47K	0.28%	81
2023 Q4	$314K	Sell	3,245 -1,350	-29%	-$121K	0.26%	84
2023 Q3	$397K	Sell	4,595 -1,015	-18%	-$93.6K	0.37%	63
2023 Q2	$535K	Buy	5,610 +864	+18%	+$82.2K	0.49%	48
2023 Q1	$445K	Buy	4,746 +1,528	+47%	+$137K	0.48%	50
2022 Q4	$270K	Buy	+3,218	New	+$260K	0.33%	77

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

Semus Wealth Partners's EFG Position: Q1 2026 in Review

Semus Wealth Partners opened a new position in iShares MSCI EAFE Growth ETF (EFG) in Q1 2026: 5,987 shares worth $667K. The stake represents 0.37% of the portfolio and ranks #49 among its holdings. This is a return to the name: Semus Wealth Partners previously reported a position in EFG as recently as Q2 2025.

Semus Wealth Partners first reported a position in EFG in Q4 2022 and has held it in 12 quarters since. The position peaked at $773K in Q4 2024. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

Semus Wealth Partners held 5,987 shares of iShares MSCI EAFE Growth ETF worth $667K as of Q1 2026.
iShares MSCI EAFE Growth ETF was a new Semus Wealth Partners position in Q1 2026.
iShares MSCI EAFE Growth ETF made up 0.37% of Semus Wealth Partners's portfolio in Q1 2026, its #49 holding.
Semus Wealth Partners first reported a position in iShares MSCI EAFE Growth ETF in Q4 2022 and has held it in 12 quarters since.
Semus Wealth Partners's iShares MSCI EAFE Growth ETF position peaked at $773K in Q4 2024.
1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Semus Wealth Partners's 13F filing for Q1 2026, filed 24 Apr 2026.