WFA of San Diego’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

WFA of San Diego’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	$17.5K	Hold	157	–	–	0.01%	261
2025 Q4	$17.9K	Hold	157	–	–	0.01%	272
2025 Q3	$17.9K	Hold	157	–	–	0.01%	284
2025 Q2	$17.6K	Buy	+157	New	+$16.6K	0.01%	281
2024 Q3	$16.9K	Hold	157	–	–	0.01%	252
2024 Q2	$16.1K	Buy	+157	New	+$16K	0.01%	258
2023 Q3	$9.49K	Hold	110	–	–	0.01%	280
2023 Q2	$10.5K	Buy	+110	New	+$10.5K	0.01%	276
2023 Q1	–	Sell	-110	Closed	-$9.21K	–	161
2022 Q4	$9.21K	Buy	+110	New	+$8.89K	0.01%	361
2022 Q3	–	Sell	-110	Closed	-$9K	–	168
2022 Q2	$9K	Buy	+110	New	+$9.55K	0.01%	278

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

WFA of San Diego's EFG Position: Q1 2026 in Review

WFA of San Diego held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q1 2026 at 157 shares worth $17.5K. The position accounts for 0.01% of the portfolio, ranked #261.

WFA of San Diego first reported a position in EFG in Q2 2022 and has held it in 10 quarters since. The position peaked at $17.9K in Q4 2025. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

WFA of San Diego held 157 shares of iShares MSCI EAFE Growth ETF worth $17.5K as of Q1 2026.
WFA of San Diego left its iShares MSCI EAFE Growth ETF share count unchanged in Q1 2026.
iShares MSCI EAFE Growth ETF made up 0.01% of WFA of San Diego's portfolio in Q1 2026, its #261 holding.
WFA of San Diego first reported a position in iShares MSCI EAFE Growth ETF in Q2 2022 and has held it in 10 quarters since.
WFA of San Diego's iShares MSCI EAFE Growth ETF position peaked at $17.9K in Q4 2025.
1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on WFA of San Diego's 13F filing for Q1 2026, filed 11 May 2026.