UF
EFG icon

Univest Financial’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Univest Financial’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 		$738K Buy
6,625
+534
+9% +$62.8K 0.04% 168
2025
Q4 		$694K Buy
6,091
+43
+0.7% +$4.93K 0.04% 179
2025
Q3 		$689K Sell
6,048
-155
-2% -$17.3K 0.04% 176
2025
Q2 		$695K Sell
6,203
-138
-2% -$14.6K 0.04% 173
2025
Q1 		$634K Sell
6,341
-398
-6% -$40.6K 0.04% 187
2024
Q4 		$653K Sell
6,739
-1,204
-15% -$122K 0.04% 184
2024
Q3 		$855K Buy
+7,943
New +$824K 0.06% 160

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

Univest Financial's EFG Position: Q1 2026 in Review

Univest Financial increased its iShares MSCI EAFE Growth ETF (EFG) stake by 8.8% in Q1 2026, buying an estimated $62.8K and bringing the position to 6,625 shares worth $738K. The position accounts for 0.04% of the portfolio, ranked #168.

Univest Financial first reported a position in EFG in Q3 2024 and has held it in 7 quarters since. The position peaked at $855K in Q3 2024. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

  • Univest Financial held 6,625 shares of iShares MSCI EAFE Growth ETF worth $738K as of Q1 2026.
  • Univest Financial bought 534 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $62.8K.
  • iShares MSCI EAFE Growth ETF made up 0.04% of Univest Financial's portfolio in Q1 2026, its #168 holding.
  • Univest Financial first reported a position in iShares MSCI EAFE Growth ETF in Q3 2024 and has held it in 7 quarters since.
  • Univest Financial's iShares MSCI EAFE Growth ETF position peaked at $855K in Q3 2024.
  • 1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Univest Financial's 13F filing for Q1 2026, filed 1 May 2026.