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

West Wealth 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 		$2.91M Sell
26,097
-25,612
-50% -$3.01M 0.57% 26
2025
Q4 		$5.89M Buy
51,709
+3,580
+7% +$410K 1.22% 19
2025
Q3 		$5.54M Sell
48,129
-91,272
-65% -$10.2M 1.25% 18
2025
Q2 		$15.2M Buy
139,401
+6,534
+5% +$689K 3.77% 9
2025
Q1 		$13.3M Sell
132,867
-62,377
-32% -$6.36M 3.93% 8
2024
Q4 		$18.9M Buy
195,244
+24,245
+14% +$2.46M 5.64% 6
2024
Q3 		$18.4M Buy
170,999
+6,887
+4% +$715K 5.97% 6
2024
Q2 		$16.8M Buy
164,112
+46,939
+40% +$4.8M 5.94% 5
2024
Q1 		$12.2M Buy
117,173
+6,202
+6% +$617K 4.51% 8
2023
Q4 		$10.7M Sell
110,971
-70,751
-39% -$6.34M 4.24% 5
2023
Q3 		$15.7M Sell
181,722
-24,877
-12% -$2.29M 6.84% 4
2023
Q2 		$19.7M Buy
206,599
+6,812
+3% +$648K 8.34% 3
2023
Q1 		$18.7M Buy
199,787
+49,665
+33% +$4.47M 8.66% 3
2022
Q4 		$12.6M Sell
150,122
-16,754
-10% -$1.35M 6.25% 4
2022
Q3 		$12.1M Buy
166,876
+49,064
+42% +$4M 6.14% 4
2022
Q2 		$9.48M Buy
117,812
+2,226
+2% +$193K 4.39% 5
2022
Q1 		$11.1M Sell
115,586
-62,378
-35% -$6.13M 4.42% 6
2021
Q4 		$19.6M Buy
+177,964
New +$19.5M 7.38% 4

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 $12.8B AUM 19.38% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

West Wealth Group's EFG Position: Q1 2026 in Review

West Wealth Group reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 50% in Q1 2026, selling an estimated $3.01M and leaving 26,097 shares worth $2.91M. The position accounts for 0.57% of the portfolio, ranked #26.

West Wealth Group first reported a position in EFG in Q4 2021 and has held it in 18 quarters since. The position peaked at $19.7M in Q2 2023. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

  • West Wealth Group held 26,097 shares of iShares MSCI EAFE Growth ETF worth $2.91M as of Q1 2026.
  • West Wealth Group sold 25,612 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $3.01M.
  • iShares MSCI EAFE Growth ETF made up 0.57% of West Wealth Group's portfolio in Q1 2026, its #26 holding.
  • West Wealth Group first reported a position in iShares MSCI EAFE Growth ETF in Q4 2021 and has held it in 18 quarters since.
  • West Wealth Group's iShares MSCI EAFE Growth ETF position peaked at $19.7M in Q2 2023.
  • 1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on West Wealth Group's 13F filing for Q1 2026, filed 12 May 2026.