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

Simplicity 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 		$8.87M Buy
79,630
+25,186
+46% +$2.96M 0.5% 41
2025
Q4 		$6.2M Buy
54,444
+5,896
+12% +$676K 0.37% 60
2025
Q3 		$5.53M Sell
48,548
-77,316
-61% -$8.62M 0.32% 71
2025
Q2 		$14.1M Buy
125,864
+59,157
+89% +$6.24M 0.59% 33
2025
Q1 		$6.67M Buy
66,707
+62,835
+1,623% +$6.41M 0.52% 36
2024
Q4 		$375K Sell
3,872
-76,036
-95% -$7.73M 0.08% 200
2024
Q3 		$8.6M Sell
79,908
-9,657
-11% -$1M 0.8% 21
2024
Q2 		$9.16M Sell
89,565
-1,391
-2% -$142K 0.21% 96
2024
Q1 		$9.44M Buy
90,956
+5,439
+6% +$541K 0.22% 88
2023
Q4 		$8.28M Sell
85,517
-2,913
-3% -$261K 3.21% 8
2023
Q3 		$7.63M Buy
88,430
+3,082
+4% +$284K 4.47% 7
2023
Q2 		$8.14M Sell
85,348
-1,171
-1% -$111K 5.06% 4
2023
Q1 		$8.11M Buy
86,519
+21,874
+34% +$1.97M 5.39% 4
2022
Q4 		$5.41M Buy
64,645
+60,903
+1,628% +$4.92M 4.78% 7
2022
Q3 		$272K Buy
+3,742
New +$305K 0.37% 59
2022
Q1 		– Sell
-4,722
Closed -$521K – 69
2021
Q4 		$521K Buy
+4,722
New +$517K 0.28% 48

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $12.8B AUM 19.38% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

Simplicity Wealth's EFG Position: Q1 2026 in Review

Simplicity Wealth increased its iShares MSCI EAFE Growth ETF (EFG) stake by 46% in Q1 2026, buying an estimated $2.96M and bringing the position to 79,630 shares worth $8.87M. The position accounts for 0.5% of the portfolio, ranked #41.

Simplicity Wealth first reported a position in EFG in Q4 2021 and has held it in 16 quarters since. The position peaked at $14.1M in Q2 2025. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

  • Simplicity Wealth held 79,630 shares of iShares MSCI EAFE Growth ETF worth $8.87M as of Q1 2026.
  • Simplicity Wealth bought 25,186 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $2.96M.
  • iShares MSCI EAFE Growth ETF made up 0.5% of Simplicity Wealth's portfolio in Q1 2026, its #41 holding.
  • Simplicity Wealth first reported a position in iShares MSCI EAFE Growth ETF in Q4 2021 and has held it in 16 quarters since.
  • Simplicity Wealth's iShares MSCI EAFE Growth ETF position peaked at $14.1M in Q2 2025.
  • 1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.