Wells Financial Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Wells Financial 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	$32.9K	Sell	295 -820	-74%	-$96.4K	0.15%	43
2025 Q4	$127K	Sell	1,115 -395	-26%	-$45.3K	0.24%	41
2025 Q3	$172K	Hold	1,510	–	–	0.23%	45
2025 Q2	$169K	Buy	1,510 +915	+154%	+$96.5K	0.23%	42
2025 Q1	$59.5K	Buy	595 +50	+9%	+$5.1K	0.08%	56
2024 Q4	$52.8K	Buy	545 +303	+125%	+$30.8K	0.07%	60
2024 Q3	$26.1K	Sell	242 -11,358	-98%	-$1.18M	0.04%	65
2024 Q2	$1.19M	Buy	+11,600	New	+$1.19M	0.78%	24

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

Wells Financial Advisors's EFG Position: Q1 2026 in Review

Wells Financial Advisors reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 74% in Q1 2026, selling an estimated $96.4K and leaving 295 shares worth $32.9K. The position accounts for 0.15% of the portfolio, ranked #43.

Wells Financial Advisors first reported a position in EFG in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.19M in Q2 2024. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

Wells Financial Advisors held 295 shares of iShares MSCI EAFE Growth ETF worth $32.9K as of Q1 2026.
Wells Financial Advisors sold 820 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $96.4K.
iShares MSCI EAFE Growth ETF made up 0.15% of Wells Financial Advisors's portfolio in Q1 2026, its #43 holding.
Wells Financial Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q2 2024 and has held it in 8 quarters since.
Wells Financial Advisors's iShares MSCI EAFE Growth ETF position peaked at $1.19M in Q2 2024.
1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Wells Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.