Signal Advisors Wealth’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Signal Advisors Wealth’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	$1.21M	Buy	10,895 +3,062	+39%	+$360K	0.08%	204
2025 Q4	$892K	Sell	7,833 -2,212	-22%	-$254K	0.07%	214
2025 Q3	$1.14M	Sell	10,045 -4,576	-31%	-$510K	0.1%	155
2025 Q2	$1.64M	Sell	14,621 -6,576	-31%	-$694K	0.13%	157
2025 Q1	$2.12M	Sell	21,197 -2,124	-9%	-$217K	0.21%	114
2024 Q4	$2.26M	Sell	23,321 -8,147	-26%	-$828K	0.26%	105
2024 Q3	$3.39M	Buy	+31,468	New	+$3.26M	0.49%	57
2024 Q2	–	Sell	-31,784	Closed	-$3.3M	–	131
2024 Q1	$3.3M	Buy	31,784 +7,992	+34%	+$796K	0.82%	35
2023 Q4	$2.3M	Buy	+23,792	New	+$2.13M	0.8%	40

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

Signal Advisors Wealth's EFG Position: Q1 2026 in Review

Signal Advisors Wealth increased its iShares MSCI EAFE Growth ETF (EFG) stake by 39% in Q1 2026, buying an estimated $360K and bringing the position to 10,895 shares worth $1.21M. The position accounts for 0.08% of the portfolio, ranked #204.

Signal Advisors Wealth first reported a position in EFG in Q4 2023 and has held it in 9 quarters since. The position peaked at $3.39M in Q3 2024. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

Signal Advisors Wealth held 10,895 shares of iShares MSCI EAFE Growth ETF worth $1.21M as of Q1 2026.
Signal Advisors Wealth bought 3,062 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $360K.
iShares MSCI EAFE Growth ETF made up 0.08% of Signal Advisors Wealth's portfolio in Q1 2026, its #204 holding.
Signal Advisors Wealth first reported a position in iShares MSCI EAFE Growth ETF in Q4 2023 and has held it in 9 quarters since.
Signal Advisors Wealth's iShares MSCI EAFE Growth ETF position peaked at $3.39M in Q3 2024.
1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Signal Advisors Wealth's 13F filing for Q1 2026, filed 17 Apr 2026.