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WealthShield Partners’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

WealthShield Partners’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 		$6.83M Buy
61,335
+50,788
+482% +$5.97M 0.76% 30
2025
Q4 		$1.2M Sell
10,547
-11,500
-52% -$1.32M 0.13% 161
2025
Q3 		$2.51M Sell
22,047
-33,465
-60% -$3.73M 0.28% 96
2025
Q2 		$6.22M Sell
55,512
-3,499
-6% -$369K 0.75% 34
2025
Q1 		$5.9M Sell
59,011
-35,529
-38% -$3.62M 0.76% 36
2024
Q4 		$9.15M Buy
94,540
+8,603
+10% +$874K 1.3% 16
2024
Q3 		$9.25M Sell
85,937
-3,968
-4% -$412K 1.25% 17
2024
Q2 		$9.2M Buy
89,905
+30,772
+52% +$3.15M 1.4% 16
2024
Q1 		$6.14M Buy
59,133
+3,202
+6% +$319K 0.99% 23
2023
Q4 		$5.42M Sell
55,931
-35,771
-39% -$3.21M 0.89% 24
2023
Q3 		$7.91M Sell
91,702
-12,747
-12% -$1.18M 1.19% 16
2023
Q2 		$9.97M Buy
104,449
+6,002
+6% +$571K 1.5% 14
2023
Q1 		$9.22M Buy
98,447
+29,865
+44% +$2.69M 1.49% 13
2022
Q4 		$5.74M Sell
68,582
-3,769
-5% -$305K 1.1% 21
2022
Q3 		$5.25M Buy
72,351
+20,495
+40% +$1.67M 1.04% 23
2022
Q2 		$4.17M Buy
51,856
+1,758
+4% +$153K 0.83% 28
2022
Q1 		$4.82M Sell
50,098
-23,774
-32% -$2.34M 0.77% 29
2021
Q4 		$8.15M Buy
73,872
+9,459
+15% +$1.04M 1.36% 16
2021
Q3 		$6.86M Sell
64,413
-31,782
-33% -$3.5M 1.84% 12
2021
Q2 		$10.3M Buy
96,195
+4,228
+5% +$449K 1.62% 16
2021
Q1 		$9.24M Buy
91,967
+7,977
+9% +$811K 1.66% 13
2020
Q4 		$8.48M Buy
83,990
+27,916
+50% +$2.64M 1.56% 13
2020
Q3 		$5.04M Buy
56,074
+7,592
+16% +$673K 1.77% 11
2020
Q2 		$4.03M Buy
48,482
+48,471
+440,645% +$3.79M 1.85% 12
2020
Q1 		$1K Hold
11
– – ﹤0.01% 259
2019
Q4 		$1K Buy
+11
New +$918 ﹤0.01% 272

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

WealthShield Partners's EFG Position: Q1 2026 in Review

WealthShield Partners increased its iShares MSCI EAFE Growth ETF (EFG) stake by 482% in Q1 2026, buying an estimated $5.97M and bringing the position to 61,335 shares worth $6.83M. The position accounts for 0.76% of the portfolio, ranked #30.

WealthShield Partners first reported a position in EFG in Q4 2019 and has held it in 26 quarters since. The position peaked at $10.3M in Q2 2021. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

  • WealthShield Partners held 61,335 shares of iShares MSCI EAFE Growth ETF worth $6.83M as of Q1 2026.
  • WealthShield Partners bought 50,788 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $5.97M.
  • iShares MSCI EAFE Growth ETF made up 0.76% of WealthShield Partners's portfolio in Q1 2026, its #30 holding.
  • WealthShield Partners first reported a position in iShares MSCI EAFE Growth ETF in Q4 2019 and has held it in 26 quarters since.
  • WealthShield Partners's iShares MSCI EAFE Growth ETF position peaked at $10.3M in Q2 2021.
  • 1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.