True Link Financial Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

True Link Financial Advisors’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	$7.46K	Buy	+67	New	+$7.88K	﹤0.01%	340
2024 Q1	–	Sell	-6,303	Closed	-$610K	–	65
2023 Q4	$610K	Sell	6,303 -6,064	-49%	-$543K	0.07%	37
2023 Q3	$1.07M	Buy	12,367 +64	+0.5%	+$5.9K	0.13%	47
2023 Q2	$1.17M	Hold	12,303	–	–	0.14%	43
2023 Q1	$1.15M	Sell	12,303 -3,500	-22%	-$315K	0.14%	49
2022 Q4	$1.32M	Sell	15,803 -21,023	-57%	-$1.7M	0.18%	42
2022 Q3	$2.67M	Sell	36,826 -13,893	-27%	-$1.13M	0.39%	22
2022 Q2	$4.08M	Sell	50,719 -12,570	-20%	-$1.09M	0.62%	21
2022 Q1	$6.09M	Sell	63,289 -28,188	-31%	-$2.77M	0.88%	15
2021 Q4	$10.1M	Buy	91,477 +1,347	+1%	+$148K	1.35%	14
2021 Q3	$9.6M	Sell	90,130 -2,733	-3%	-$301K	1.32%	14
2021 Q2	$9.96M	Sell	92,863 -2,675	-3%	-$284K	1.46%	14
2021 Q1	$9.6M	Sell	95,538 -188	-0.2%	-$19.1K	1.39%	17
2020 Q4	$9.66M	Buy	+95,726	New	+$9.06M	1.51%	16

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

True Link Financial Advisors's EFG Position: Q1 2026 in Review

True Link Financial Advisors opened a new position in iShares MSCI EAFE Growth ETF (EFG) in Q1 2026: 67 shares worth $7.46K. The stake represents ﹤0.01% of the portfolio and ranks #340 among its holdings. This is a return to the name: True Link Financial Advisors previously reported a position in EFG as recently as Q4 2023.

True Link Financial Advisors first reported a position in EFG in Q4 2020 and has held it in 14 quarters since. The position peaked at $10.1M in Q4 2021. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

True Link Financial Advisors held 67 shares of iShares MSCI EAFE Growth ETF worth $7.46K as of Q1 2026.
iShares MSCI EAFE Growth ETF was a new True Link Financial Advisors position in Q1 2026.
iShares MSCI EAFE Growth ETF made up ﹤0.01% of True Link Financial Advisors's portfolio in Q1 2026, its #340 holding.
True Link Financial Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q4 2020 and has held it in 14 quarters since.
True Link Financial Advisors's iShares MSCI EAFE Growth ETF position peaked at $10.1M in Q4 2021.
1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on True Link Financial Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.