Wescott Financial Advisory Group’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Wescott Financial Advisory 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	$1.64M	Buy	14,766 +1,687	+13%	+$198K	0.14%	74
2025 Q4	$1.49M	Buy	13,079 +1,931	+17%	+$221K	0.13%	78
2025 Q3	$1.27M	Buy	11,148 +533	+5%	+$59.4K	0.11%	80
2025 Q2	$1.19M	Buy	10,615 +640	+6%	+$67.5K	0.11%	80
2025 Q1	$998K	Buy	9,975 +870	+10%	+$88.7K	0.1%	81
2024 Q4	$882K	Buy	9,105 +1,321	+17%	+$134K	0.09%	89
2024 Q3	$838K	Buy	7,784 +845	+12%	+$87.7K	0.09%	87
2024 Q2	$710K	Buy	6,939 +1,641	+31%	+$168K	0.08%	95
2024 Q1	$550K	Buy	+5,298	New	+$527K	0.07%	105

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

Wescott Financial Advisory Group's EFG Position: Q1 2026 in Review

Wescott Financial Advisory Group increased its iShares MSCI EAFE Growth ETF (EFG) stake by 13% in Q1 2026, buying an estimated $198K and bringing the position to 14,766 shares worth $1.64M. The position accounts for 0.14% of the portfolio, ranked #74.

Wescott Financial Advisory Group first reported a position in EFG in Q1 2024 and has held it in 9 quarters since. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

Wescott Financial Advisory Group held 14,766 shares of iShares MSCI EAFE Growth ETF worth $1.64M as of Q1 2026.
Wescott Financial Advisory Group bought 1,687 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $198K.
iShares MSCI EAFE Growth ETF made up 0.14% of Wescott Financial Advisory Group's portfolio in Q1 2026, its #74 holding.
Wescott Financial Advisory Group first reported a position in iShares MSCI EAFE Growth ETF in Q1 2024 and has held it in 9 quarters since.
1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q1 2026, filed 12 May 2026.