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

Triad Wealth Partners’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	$1.71M	Buy	15,346 +3,036	+25%	+$357K	0.14%	111
2025 Q4	$1.4M	Buy	12,310 +347	+3%	+$39.8K	0.13%	118
2025 Q3	$1.36M	Sell	11,963 -51,834	-81%	-$5.78M	0.18%	91
2025 Q2	$7.15M	Buy	63,797 +5,773	+10%	+$609K	1.44%	17
2025 Q1	$5.8M	Sell	58,024 -21,802	-27%	-$2.22M	1.8%	13
2024 Q4	$7.73M	Buy	79,826 +49,546	+164%	+$5.04M	2.79%	9
2024 Q3	$3.26M	Buy	30,280 +30,083	+15,271%	+$3.12M	1.73%	21
2024 Q2	$20.2K	Buy	+197	New	+$20.1K	0.01%	347

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

Triad Wealth Partners's EFG Position: Q1 2026 in Review

Triad Wealth Partners increased its iShares MSCI EAFE Growth ETF (EFG) stake by 25% in Q1 2026, buying an estimated $357K and bringing the position to 15,346 shares worth $1.71M. The position accounts for 0.14% of the portfolio, ranked #111.

Triad Wealth Partners first reported a position in EFG in Q2 2024 and has held it in 8 quarters since. The position peaked at $7.73M in Q4 2024. 1,010 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

Triad Wealth Partners held 15,346 shares of iShares MSCI EAFE Growth ETF worth $1.71M as of Q1 2026.
Triad Wealth Partners bought 3,036 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $357K.
iShares MSCI EAFE Growth ETF made up 0.14% of Triad Wealth Partners's portfolio in Q1 2026, its #111 holding.
Triad Wealth Partners first reported a position in iShares MSCI EAFE Growth ETF in Q2 2024 and has held it in 8 quarters since.
Triad Wealth Partners's iShares MSCI EAFE Growth ETF position peaked at $7.73M in Q4 2024.
1,010 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.