Simplex Trading’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Simplex Trading’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	$15.8K	Buy	+142	New	+$16.7K	﹤0.01%	6956
2025 Q1	–	Sell	-200	Closed	-$19K	–	8753
2024 Q4	$19K	Buy	+200	New	+$20.3K	﹤0.01%	6715
2021 Q1	–	Sell	-1,785	Closed	-$180K	–	9083
2020 Q4	$180K	Buy	+1,785	New	+$169K	﹤0.01%	4751
2015 Q3	–	Sell	-870	Closed	-$60K	–	5646
2015 Q2	$60K	Buy	+870	New	+$63.2K	0.01%	1554

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

Simplex Trading's EFG Position: Q1 2026 in Review

Simplex Trading opened a new position in iShares MSCI EAFE Growth ETF (EFG) in Q1 2026: 142 shares worth $15.8K. The stake represents ﹤0.01% of the portfolio and ranks #6956 among its holdings. This is a return to the name: Simplex Trading previously reported a position in EFG as recently as Q4 2024.

Simplex Trading first reported a position in EFG in Q2 2015 and has held it in 4 quarters since. The position peaked at $180K in Q4 2020. 1,011 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

Simplex Trading held 142 shares of iShares MSCI EAFE Growth ETF worth $15.8K as of Q1 2026.
iShares MSCI EAFE Growth ETF was a new Simplex Trading position in Q1 2026.
iShares MSCI EAFE Growth ETF made up ﹤0.01% of Simplex Trading's portfolio in Q1 2026, its #6956 holding.
Simplex Trading first reported a position in iShares MSCI EAFE Growth ETF in Q2 2015 and has held it in 4 quarters since.
Simplex Trading's iShares MSCI EAFE Growth ETF position peaked at $180K in Q4 2020.
1,011 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.