True Vision MN’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

True Vision MN’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	$5.09M	Buy	45,748 +40,439	+762%	+$4.76M	2.63%	12
2025 Q4	$605K	Sell	5,309 -2,239	-30%	-$257K	0.31%	67
2025 Q3	$860K	Sell	7,548 -28,120	-79%	-$3.13M	0.45%	46
2025 Q2	$3.99M	Buy	35,668 +142	+0.4%	+$15K	2.21%	12
2025 Q1	$3.55M	Sell	35,526 -29,860	-46%	-$3.04M	2.13%	11
2024 Q4	$6.33M	Buy	65,386 +9,050	+16%	+$920K	3.76%	6
2024 Q3	$6.06M	Sell	56,336 -1,413	-2%	-$147K	3.63%	7
2024 Q2	$5.91M	Buy	57,749 +20,535	+55%	+$2.1M	3.84%	6
2024 Q1	$3.72M	Buy	37,214 +8,222	+28%	+$818K	2.62%	11
2023 Q4	$2.81M	Buy	+28,992	New	+$2.6M	2.26%	11

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

True Vision MN's EFG Position: Q1 2026 in Review

True Vision MN increased its iShares MSCI EAFE Growth ETF (EFG) stake by 762% in Q1 2026, buying an estimated $4.76M and bringing the position to 45,748 shares worth $5.09M. The position accounts for 2.63% of the portfolio, ranked #12.

True Vision MN first reported a position in EFG in Q4 2023 and has held it in 10 quarters since. The position peaked at $6.33M in Q4 2024. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

True Vision MN held 45,748 shares of iShares MSCI EAFE Growth ETF worth $5.09M as of Q1 2026.
True Vision MN bought 40,439 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $4.76M.
iShares MSCI EAFE Growth ETF made up 2.63% of True Vision MN's portfolio in Q1 2026, its #12 holding.
True Vision MN first reported a position in iShares MSCI EAFE Growth ETF in Q4 2023 and has held it in 10 quarters since.
True Vision MN's iShares MSCI EAFE Growth ETF position peaked at $6.33M in Q4 2024.
1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on True Vision MN's 13F filing for Q1 2026, filed 16 Apr 2026.