Vermillion & White Wealth Management Group’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Vermillion & White Wealth Management Group’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	–	Sell	-1,531	Closed	-$174K	–	211
2025 Q4	$174K	Hold	1,531	–	–	0.09%	69
2025 Q3	$174K	Hold	1,531	–	–	0.1%	66
2025 Q2	$171K	Hold	1,531	–	–	0.11%	62
2025 Q1	$153K	Sell	1,531 -3,892	-72%	-$397K	0.11%	62
2024 Q4	$525K	Sell	5,423 -84	-2%	-$8.54K	0.39%	39
2024 Q3	$593K	Sell	5,507 -8	-0.1%	-$830	0.44%	35
2024 Q2	$564K	Buy	5,515 +65	+1%	+$6.64K	0.42%	38
2024 Q1	$566K	Buy	5,450 +1,746	+47%	+$174K	0.45%	36
2023 Q4	$359K	Buy	+3,704	New	+$332K	0.35%	35

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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

Vermillion & White Wealth Management Group's EFG Position: Q1 2026 in Review

Vermillion & White Wealth Management Group sold out of iShares MSCI EAFE Growth ETF (EFG) in Q1 2026, closing a stake of 1,531 shares — an estimated $174K sold.

Vermillion & White Wealth Management Group first reported a position in EFG in Q4 2023 and held it in 9 quarters. The position peaked at $593K in Q3 2024. 1,013 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

Vermillion & White Wealth Management Group reported no remaining iShares MSCI EAFE Growth ETF position as of Q1 2026 after selling out during the quarter.
Vermillion & White Wealth Management Group sold 1,531 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $174K.
Vermillion & White Wealth Management Group first reported a position in iShares MSCI EAFE Growth ETF in Q4 2023 and held it in 9 quarters.
Vermillion & White Wealth Management Group's iShares MSCI EAFE Growth ETF position peaked at $593K in Q3 2024.
1,013 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Vermillion & White Wealth Management Group's 13F filing for Q1 2026, filed 14 May 2026.