Western Wealth Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Western Wealth Management’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	$965K	Buy	8,669 +5,164	+147%	+$607K	0.04%	455
2025 Q4	$399K	Sell	3,505 -265	-7%	-$30.4K	0.02%	578
2025 Q3	$429K	Sell	3,770 -1,173	-24%	-$131K	0.02%	481
2025 Q2	$554K	Buy	4,943 +56	+1%	+$5.91K	0.03%	388
2025 Q1	$489K	Sell	4,887 -795	-14%	-$81K	0.03%	397
2024 Q4	$550K	Sell	5,682 -4,668	-45%	-$474K	0.04%	354
2024 Q3	$1.11M	Buy	10,350 +7,221	+231%	+$749K	0.06%	292
2024 Q2	$320K	Sell	3,129 -282	-8%	-$28.8K	0.02%	476
2024 Q1	$354K	Sell	3,411 -4,714	-58%	-$469K	0.03%	459
2023 Q4	$787K	Buy	8,125 +1,049	+15%	+$94K	0.06%	317
2023 Q3	$611K	Sell	7,076 -295	-4%	-$27.2K	0.05%	338
2023 Q2	$703K	Buy	7,371 +396	+6%	+$37.7K	0.06%	308
2023 Q1	$653K	Buy	6,975 +2,250	+48%	+$202K	0.06%	311
2022 Q4	$396K	Sell	4,725 -7,728	-62%	-$625K	0.04%	394
2022 Q3	$903K	Buy	12,453 +2,439	+24%	+$199K	0.05%	328
2022 Q2	$807K	Sell	10,014 -3,777	-27%	-$328K	0.05%	352
2022 Q1	$1.33M	Buy	13,791 +398	+3%	+$39.1K	0.06%	282
2021 Q4	$1.48M	Buy	+13,393	New	+$1.47M	0.15%	147
2021 Q2	$953K	Sell	8,879 -957	-10%	-$102K	0.1%	215
2021 Q1	$988K	Sell	9,836 -1,302	-12%	-$132K	0.13%	162
2020 Q4	$1.12M	Sell	11,138 -7,018	-39%	-$664K	0.17%	143
2020 Q3	$1.63M	Buy	18,156 +3,663	+25%	+$325K	0.27%	95
2020 Q2	$1.21M	Buy	+14,493	New	+$1.13M	0.22%	113

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

Western Wealth Management's EFG Position: Q1 2026 in Review

Western Wealth Management increased its iShares MSCI EAFE Growth ETF (EFG) stake by 147% in Q1 2026, buying an estimated $607K and bringing the position to 8,669 shares worth $965K. The position accounts for 0.04% of the portfolio, ranked #455.

Western Wealth Management first reported a position in EFG in Q2 2020 and has held it in 23 quarters since. The position peaked at $1.63M in Q3 2020. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

Western Wealth Management held 8,669 shares of iShares MSCI EAFE Growth ETF worth $965K as of Q1 2026.
Western Wealth Management bought 5,164 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $607K.
iShares MSCI EAFE Growth ETF made up 0.04% of Western Wealth Management's portfolio in Q1 2026, its #455 holding.
Western Wealth Management first reported a position in iShares MSCI EAFE Growth ETF in Q2 2020 and has held it in 23 quarters since.
Western Wealth Management's iShares MSCI EAFE Growth ETF position peaked at $1.63M in Q3 2020.
1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.