VT
EFG icon

Vise Technologies’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Vise Technologies’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 		$3.13M Hold
27,482
– – 0.06% 252
2025
Q4 		$3.13M Buy
27,482
+10,422
+61% +$1.19M 0.06% 253
2025
Q3 		$1.94M Buy
17,060
+3,084
+22% +$344K 0.07% 262
2025
Q2 		$1.57M Buy
+13,976
New +$1.47M 0.06% 319

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

Vise Technologies's EFG Position: Q1 2026 in Review

Vise Technologies held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q1 2026 at 27,482 shares worth $3.13M. The position accounts for 0.06% of the portfolio, ranked #252.

Vise Technologies first reported a position in EFG in Q2 2025 and has held it in 4 quarters since. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

  • Vise Technologies held 27,482 shares of iShares MSCI EAFE Growth ETF worth $3.13M as of Q1 2026.
  • Vise Technologies left its iShares MSCI EAFE Growth ETF share count unchanged in Q1 2026.
  • iShares MSCI EAFE Growth ETF made up 0.06% of Vise Technologies's portfolio in Q1 2026, its #252 holding.
  • Vise Technologies first reported a position in iShares MSCI EAFE Growth ETF in Q2 2025 and has held it in 4 quarters since.
  • 1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Vise Technologies's 13F filing for Q1 2026, filed 21 Apr 2026.