Shared Vision Wealth Group’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Shared Vision Wealth Group’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	$3.76M	Buy	33,781 +23,907	+242%	+$2.81M	1.53%	18
2025 Q4	$1.19M	Sell	9,874 -2,985	-23%	-$342K	0.48%	34
2025 Q3	$1.49M	Sell	12,859 -19,507	-60%	-$2.17M	0.63%	28
2025 Q2	$3.48M	Sell	32,366 -1,436	-4%	-$151K	1.74%	15
2025 Q1	$3.38M	Sell	33,802 -19,546	-37%	-$1.99M	1.85%	12
2024 Q4	$5.17M	Buy	53,348 +4,583	+9%	+$466K	2.72%	9
2024 Q3	$5.25M	Sell	48,765 -2,670	-5%	-$277K	2.8%	9
2024 Q2	$5.26M	Buy	51,435 +14,352	+39%	+$1.47M	3.06%	8
2024 Q1	$3.85M	Sell	37,083 -3,506	-9%	-$349K	2.4%	8
2023 Q4	$3.93M	Buy	+40,589	New	+$3.64M	2.63%	8

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

Shared Vision Wealth Group's EFG Position: Q1 2026 in Review

Shared Vision Wealth Group increased its iShares MSCI EAFE Growth ETF (EFG) stake by 242% in Q1 2026, buying an estimated $2.81M and bringing the position to 33,781 shares worth $3.76M. The position accounts for 1.53% of the portfolio, ranked #18.

Shared Vision Wealth Group first reported a position in EFG in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.26M in Q2 2024. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

Shared Vision Wealth Group held 33,781 shares of iShares MSCI EAFE Growth ETF worth $3.76M as of Q1 2026.
Shared Vision Wealth Group bought 23,907 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $2.81M.
iShares MSCI EAFE Growth ETF made up 1.53% of Shared Vision Wealth Group's portfolio in Q1 2026, its #18 holding.
Shared Vision Wealth Group first reported a position in iShares MSCI EAFE Growth ETF in Q4 2023 and has held it in 10 quarters since.
Shared Vision Wealth Group's iShares MSCI EAFE Growth ETF position peaked at $5.26M in Q2 2024.
1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Shared Vision Wealth Group's 13F filing for Q1 2026, filed 6 May 2026.