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VestGen Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

VestGen 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 		$7.87M Buy
65,417
+42,089
+180% +$4.95M 0.21% 102
2025
Q4 		$2.66M Buy
23,328
+382
+2% +$43.8K 0.11% 187
2025
Q3 		$2.61M Buy
22,946
+3,103
+16% +$346K 0.09% 212
2025
Q2 		$2.22M Sell
19,843
-153
-0.8% -$16.1K 0.09% 206
2025
Q1 		$2M Buy
+19,996
New +$2.04M 0.09% 199

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

VestGen Advisors's EFG Position: Q1 2026 in Review

VestGen Advisors increased its iShares MSCI EAFE Growth ETF (EFG) stake by 180% in Q1 2026, buying an estimated $4.95M and bringing the position to 65,417 shares worth $7.87M. The position accounts for 0.21% of the portfolio, ranked #102.

VestGen Advisors first reported a position in EFG in Q1 2025 and has held it in 5 quarters since. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

  • VestGen Advisors held 65,417 shares of iShares MSCI EAFE Growth ETF worth $7.87M as of Q1 2026.
  • VestGen Advisors bought 42,089 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $4.95M.
  • iShares MSCI EAFE Growth ETF made up 0.21% of VestGen Advisors's portfolio in Q1 2026, its #102 holding.
  • VestGen Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q1 2025 and has held it in 5 quarters since.
  • 1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on VestGen Advisors's 13F filing for Q1 2026, filed 14 May 2026.