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

Westfuller 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	$367K	Hold	3,292	–	–	0.16%	93
2025 Q4	$375K	Hold	3,292	–	–	0.15%	100
2025 Q3	$375K	Hold	3,292	–	–	0.17%	104
2025 Q2	$369K	Hold	3,292	–	–	0.21%	82
2025 Q1	$329K	Hold	3,292	–	–	0.22%	72
2024 Q4	$319K	Hold	3,292	–	–	0.2%	73
2024 Q3	$354K	Buy	+3,292	New	+$342K	0.25%	64

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 $12.8B AUM 19.38% 1-Year Est. Return

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

Westfuller Advisors's EFG Position: Q1 2026 in Review

Westfuller Advisors held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q1 2026 at 3,292 shares worth $367K. The position accounts for 0.16% of the portfolio, ranked #93.

Westfuller Advisors first reported a position in EFG in Q3 2024 and has held it in 7 quarters since. The position peaked at $375K in Q4 2025. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

Westfuller Advisors held 3,292 shares of iShares MSCI EAFE Growth ETF worth $367K as of Q1 2026.
Westfuller Advisors left its iShares MSCI EAFE Growth ETF share count unchanged in Q1 2026.
iShares MSCI EAFE Growth ETF made up 0.16% of Westfuller Advisors's portfolio in Q1 2026, its #93 holding.
Westfuller Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q3 2024 and has held it in 7 quarters since.
Westfuller Advisors's iShares MSCI EAFE Growth ETF position peaked at $375K in Q4 2025.
1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Westfuller Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.