Watchman Group’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Watchman 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	$228K	Sell	2,047 -9,058	-82%	-$1.07M	0.06%	71
2025 Q4	$1.27M	Sell	11,105 -665	-6%	-$76.2K	0.3%	49
2025 Q3	$1.34M	Buy	11,770 +845	+8%	+$94.2K	0.32%	49
2025 Q2	$1.22M	Buy	10,925 +1,922	+21%	+$203K	0.32%	47
2025 Q1	$900K	Buy	9,003 +519	+6%	+$52.9K	0.25%	51
2024 Q4	$822K	Buy	8,484 +525	+7%	+$53.4K	0.22%	52
2024 Q3	$857K	Buy	7,959 +327	+4%	+$33.9K	0.22%	51
2024 Q2	$781K	Buy	7,632 +41	+0.5%	+$4.19K	0.25%	54
2024 Q1	$788K	Buy	7,591 +257	+4%	+$25.6K	0.24%	54
2023 Q4	$710K	Buy	7,334 +1,137	+18%	+$102K	0.23%	54
2023 Q3	$535K	Buy	+6,197	New	+$571K	0.23%	55

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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 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 Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Watchman Group's EFG Position: Q1 2026 in Review

Watchman Group reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 82% in Q1 2026, selling an estimated $1.07M and leaving 2,047 shares worth $228K. The position accounts for 0.06% of the portfolio, ranked #71.

Watchman Group first reported a position in EFG in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.34M in Q3 2025. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

Watchman Group held 2,047 shares of iShares MSCI EAFE Growth ETF worth $228K as of Q1 2026.
Watchman Group sold 9,058 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $1.07M.
iShares MSCI EAFE Growth ETF made up 0.06% of Watchman Group's portfolio in Q1 2026, its #71 holding.
Watchman Group first reported a position in iShares MSCI EAFE Growth ETF in Q3 2023 and has held it in 11 quarters since.
Watchman Group's iShares MSCI EAFE Growth ETF position peaked at $1.34M in Q3 2025.
1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Watchman Group's 13F filing for Q1 2026, filed 20 Apr 2026.