Sequent Planning’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Sequent Planning’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	$306K	Buy	+2,743	New	+$323K	0.07%	176

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 $12.8B AUM 19.38% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

Sequent Planning's EFG Position: Q1 2026 in Review

Sequent Planning opened a new position in iShares MSCI EAFE Growth ETF (EFG) in Q1 2026: 2,743 shares worth $306K. The stake represents 0.07% of the portfolio and ranks #176 among its holdings.

1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

Sequent Planning held 2,743 shares of iShares MSCI EAFE Growth ETF worth $306K as of Q1 2026.
iShares MSCI EAFE Growth ETF was a new Sequent Planning position in Q1 2026.
iShares MSCI EAFE Growth ETF made up 0.07% of Sequent Planning's portfolio in Q1 2026, its #176 holding.
1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Sequent Planning's 13F filing for Q1 2026, filed 21 Apr 2026.