Wealthspire Advisors (New York)’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Wealthspire Advisors (New York)’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	$2.94M	Sell	26,428 -451	-2%	-$53K	0.02%	231
2025 Q4	$3.06M	Buy	26,879 +1,081	+4%	+$124K	0.02%	228
2025 Q3	$2.94M	Buy	25,798 +3,578	+16%	+$399K	0.02%	221
2025 Q2	$2.49M	Sell	22,220 -1,654	-7%	-$174K	0.01%	248
2025 Q1	$2.39M	Buy	23,874 +7,076	+42%	+$721K	0.01%	251
2024 Q4	$1.63M	Buy	16,798 +12,589	+299%	+$1.28M	0.02%	277
2024 Q3	$453K	Sell	4,209 -213	-5%	-$22.1K	﹤0.01%	514
2024 Q2	$452K	Sell	4,422 -2,073	-32%	-$212K	0.01%	451
2024 Q1	$674K	Sell	6,495 -1,473	-18%	-$147K	0.01%	371
2023 Q4	$772K	Sell	7,968 -714	-8%	-$64K	0.01%	351
2023 Q3	$749K	Buy	8,682 +136	+2%	+$12.5K	0.01%	327
2023 Q2	$815K	Sell	8,546 -180	-2%	-$17.1K	0.01%	285
2023 Q1	$817K	Sell	8,726 -1,102	-11%	-$99.1K	0.01%	282
2022 Q4	$823K	Sell	9,828 -5,587	-36%	-$452K	0.02%	296
2022 Q3	$1.12M	Buy	+15,415	New	+$1.26M	0.02%	207
2022 Q2	–	Sell	-10,849	Closed	-$1.04M	–	500
2022 Q1	$1.04M	Buy	+10,849	New	+$1.07M	0.02%	185

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 $18.1B AUM 15% 1-Year Est. Return

Wealthspire Advisors (New York)'s EFG Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 1.7% in Q1 2026, selling an estimated $53K and leaving 26,428 shares worth $2.94M. The position accounts for 0.02% of the portfolio, ranked #231.

Wealthspire Advisors (New York) first reported a position in EFG in Q1 2022 and has held it in 16 quarters since. The position peaked at $3.06M in Q4 2025. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

Wealthspire Advisors (New York) held 26,428 shares of iShares MSCI EAFE Growth ETF worth $2.94M as of Q1 2026.
Wealthspire Advisors (New York) sold 451 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $53K.
iShares MSCI EAFE Growth ETF made up 0.02% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #231 holding.
Wealthspire Advisors (New York) first reported a position in iShares MSCI EAFE Growth ETF in Q1 2022 and has held it in 16 quarters since.
Wealthspire Advisors (New York)'s iShares MSCI EAFE Growth ETF position peaked at $3.06M in Q4 2025.
1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.