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

Vance Wealth’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 		$2.3M Sell
20,612
-565
-3% -$66.4K 0.66% 36
2025
Q4 		$2.41M Sell
21,177
-225
-1% -$25.8K 0.72% 35
2025
Q3 		$2.44M Sell
21,402
-1,034
-5% -$115K 0.75% 33
2025
Q2 		$2.51M Sell
22,436
-1,408
-6% -$149K 0.85% 28
2025
Q1 		$2.38M Sell
23,844
-1,535
-6% -$156K 0.9% 26
2024
Q4 		$2.46M Sell
25,379
-1,047
-4% -$106K 0.95% 26
2024
Q3 		$2.84M Sell
26,426
-1,665
-6% -$173K 1.08% 20
2024
Q2 		$2.87M Sell
28,091
-5,458
-16% -$558K 1.18% 20
2024
Q1 		$3.48M Buy
33,549
+524
+2% +$52.2K 1.39% 18
2023
Q4 		$3.2M Buy
33,025
+502
+2% +$45K 1.39% 18
2023
Q3 		$2.81M Buy
32,523
+693
+2% +$63.9K 1.31% 20
2023
Q2 		$3.04M Buy
31,830
+2,114
+7% +$201K 1.38% 21
2023
Q1 		$2.78M Buy
29,716
+3,258
+12% +$293K 1.5% 16
2022
Q4 		$2.22M Sell
26,458
-3,350
-11% -$271K 1.38% 21
2022
Q3 		$2.16M Buy
29,808
+6,829
+30% +$557K 1.66% 15
2022
Q2 		$1.85M Buy
22,979
+3,286
+17% +$285K 1.43% 14
2022
Q1 		$1.9M Buy
19,693
+14,872
+308% +$1.46M 2.4% 10
2021
Q4 		$532K Buy
+4,821
New +$528K 0.52% 22

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 $18.1B AUM 15% 1-Year Est. Return

Vance Wealth's EFG Position: Q1 2026 in Review

Vance Wealth reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 2.7% in Q1 2026, selling an estimated $66.4K and leaving 20,612 shares worth $2.3M. The position accounts for 0.66% of the portfolio, ranked #36.

Vance Wealth first reported a position in EFG in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.48M in Q1 2024. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

  • Vance Wealth held 20,612 shares of iShares MSCI EAFE Growth ETF worth $2.3M as of Q1 2026.
  • Vance Wealth sold 565 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $66.4K.
  • iShares MSCI EAFE Growth ETF made up 0.66% of Vance Wealth's portfolio in Q1 2026, its #36 holding.
  • Vance Wealth first reported a position in iShares MSCI EAFE Growth ETF in Q4 2021 and has held it in 18 quarters since.
  • Vance Wealth's iShares MSCI EAFE Growth ETF position peaked at $3.48M in Q1 2024.
  • 1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Vance Wealth's 13F filing for Q1 2026, filed 15 May 2026.