Smartleaf Asset Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Smartleaf Asset 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	$3.46M	Sell	32,098 -20,549	-39%	-$2.42M	0.12%	150
2025 Q4	$6.03M	Buy	52,647 +13,043	+33%	+$1.5M	0.23%	76
2025 Q3	$4.49M	Buy	39,604 +30,028	+314%	+$3.35M	0.28%	68
2025 Q2	$1.07M	Buy	9,576 +7,613	+388%	+$803K	0.09%	242
2025 Q1	$198K	Buy	1,963 +1,679	+591%	+$171K	0.02%	579
2024 Q4	$27.6K	Buy	+284	New	+$28.9K	﹤0.01%	1476

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 $12.8B AUM 19.38% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

Smartleaf Asset Management's EFG Position: Q1 2026 in Review

Smartleaf Asset Management reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 39% in Q1 2026, selling an estimated $2.42M and leaving 32,098 shares worth $3.46M. The position accounts for 0.12% of the portfolio, ranked #150.

Smartleaf Asset Management first reported a position in EFG in Q4 2024 and has held it in 6 quarters since. The position peaked at $6.03M in Q4 2025. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

Smartleaf Asset Management held 32,098 shares of iShares MSCI EAFE Growth ETF worth $3.46M as of Q1 2026.
Smartleaf Asset Management sold 20,549 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $2.42M.
iShares MSCI EAFE Growth ETF made up 0.12% of Smartleaf Asset Management's portfolio in Q1 2026, its #150 holding.
Smartleaf Asset Management first reported a position in iShares MSCI EAFE Growth ETF in Q4 2024 and has held it in 6 quarters since.
Smartleaf Asset Management's iShares MSCI EAFE Growth ETF position peaked at $6.03M in Q4 2025.
1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.