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

Visionary Wealth 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 		$1.97M Sell
17,710
-33
-0.2% -$3.88K 0.09% 197
2025
Q4 		$2.02M Sell
17,743
-2,596
-13% -$298K 0.09% 197
2025
Q3 		$2.32M Sell
20,339
-528
-3% -$58.8K 0.11% 179
2025
Q2 		$2.34M Buy
20,867
+108
+0.5% +$11.4K 0.12% 175
2025
Q1 		$2.08M Sell
20,759
-332
-2% -$33.8K 0.12% 164
2024
Q4 		$2.04M Sell
21,091
-179
-0.8% -$18.2K 0.12% 163
2024
Q3 		$2.29M Buy
21,270
+544
+3% +$56.4K 0.14% 161
2024
Q2 		$2.12M Buy
20,726
+1,296
+7% +$132K 0.14% 162
2024
Q1 		$2.02M Sell
19,430
-245
-1% -$24.4K 0.14% 167
2023
Q4 		$1.91M Buy
19,675
+8,966
+84% +$803K 0.14% 158
2023
Q3 		$924K Buy
10,709
+200
+2% +$18.4K 0.07% 219
2023
Q2 		$1M Buy
10,509
+109
+1% +$10.4K 0.08% 207
2023
Q1 		$974K Sell
10,400
-550
-5% -$49.5K 0.08% 195
2022
Q4 		$917K Buy
10,950
+762
+7% +$61.6K 0.08% 189
2022
Q3 		$739K Sell
10,188
-1,460
-13% -$119K 0.08% 186
2022
Q2 		$938K Sell
11,648
-2,946
-20% -$256K 0.08% 176
2022
Q1 		$1.41M Sell
14,594
-2,039
-12% -$200K 0.11% 154
2021
Q4 		$1.83M Sell
16,633
-388
-2% -$42.5K 0.15% 130
2021
Q3 		$1.81M Sell
17,021
-4,977
-23% -$548K 0.19% 106
2021
Q2 		$2.36M Sell
21,998
-2,425
-10% -$258K 0.24% 98
2021
Q1 		$2.45M Buy
24,423
+8,415
+53% +$856K 0.26% 100
2020
Q4 		$1.61M Buy
16,008
+691
+5% +$65.4K 0.18% 110
2020
Q3 		$1.38M Buy
+15,317
New +$1.36M 0.19% 105

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

Visionary Wealth Advisors's EFG Position: Q1 2026 in Review

Visionary Wealth Advisors reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 0.19% in Q1 2026, selling an estimated $3.88K and leaving 17,710 shares worth $1.97M. The position accounts for 0.09% of the portfolio, ranked #197.

Visionary Wealth Advisors first reported a position in EFG in Q3 2020 and has held it in 23 quarters since. The position peaked at $2.45M in Q1 2021. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

  • Visionary Wealth Advisors held 17,710 shares of iShares MSCI EAFE Growth ETF worth $1.97M as of Q1 2026.
  • Visionary Wealth Advisors sold 33 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $3.88K.
  • iShares MSCI EAFE Growth ETF made up 0.09% of Visionary Wealth Advisors's portfolio in Q1 2026, its #197 holding.
  • Visionary Wealth Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q3 2020 and has held it in 23 quarters since.
  • Visionary Wealth Advisors's iShares MSCI EAFE Growth ETF position peaked at $2.45M in Q1 2021.
  • 1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Visionary Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.