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

SHP Wealth Management’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 		$2.45K Hold
22
– – ﹤0.01% 1236
2025
Q4 		$2.51K Buy
+22
New +$2.52K ﹤0.01% 1092

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
JP Morgan Chase
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
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
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

SHP Wealth Management's EFG Position: Q1 2026 in Review

SHP Wealth Management held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q1 2026 at 22 shares worth $2.45K. The position accounts for ﹤0.01% of the portfolio, ranked #1236.

SHP Wealth Management first reported a position in EFG in Q4 2025 and has held it in 2 quarters since. The position peaked at $2.51K in Q4 2025. 1,011 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

  • SHP Wealth Management held 22 shares of iShares MSCI EAFE Growth ETF worth $2.45K as of Q1 2026.
  • SHP Wealth Management left its iShares MSCI EAFE Growth ETF share count unchanged in Q1 2026.
  • iShares MSCI EAFE Growth ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1236 holding.
  • SHP Wealth Management first reported a position in iShares MSCI EAFE Growth ETF in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's iShares MSCI EAFE Growth ETF position peaked at $2.51K in Q4 2025.
  • 1,011 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.