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

SMART 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 		$1.1M Buy
9,853
+3,734
+61% +$439K 0.32% 92
2025
Q4 		$697K Buy
6,119
+1,206
+25% +$138K 0.21% 96
2025
Q3 		$559K Buy
4,913
+848
+21% +$94.5K 0.21% 84
2025
Q2 		$455K Buy
4,065
+762
+23% +$80.4K 0.14% 111
2025
Q1 		$330K Buy
3,303
+425
+15% +$43.3K 0.12% 119
2024
Q4 		$279K Buy
2,878
+760
+36% +$77.2K 0.1% 125
2024
Q3 		$228K Buy
+2,118
New +$220K 0.09% 130

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 $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

SMART Wealth's EFG Position: Q1 2026 in Review

SMART Wealth increased its iShares MSCI EAFE Growth ETF (EFG) stake by 61% in Q1 2026, buying an estimated $439K and bringing the position to 9,853 shares worth $1.1M. The position accounts for 0.32% of the portfolio, ranked #92.

SMART Wealth first reported a position in EFG in Q3 2024 and has held it in 7 quarters since. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

  • SMART Wealth held 9,853 shares of iShares MSCI EAFE Growth ETF worth $1.1M as of Q1 2026.
  • SMART Wealth bought 3,734 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $439K.
  • iShares MSCI EAFE Growth ETF made up 0.32% of SMART Wealth's portfolio in Q1 2026, its #92 holding.
  • SMART Wealth first reported a position in iShares MSCI EAFE Growth ETF in Q3 2024 and has held it in 7 quarters since.
  • 1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on SMART Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.