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

Whipplewood 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 		– Sell
-305
Closed -$34.7K – 1075
2025
Q4 		$34.7K Hold
305
– – 0.02% 224
2025
Q3 		$34.7K Hold
305
– – 0.02% 220
2025
Q2 		$34.2K Sell
305
-14,289
-98% -$1.51M 0.02% 381
2025
Q1 		$33.8K Buy
14,594
+14,289
+4,685% +$1.46M 0.02% 369
2024
Q4 		$29.5K Buy
+305
New +$31K 0.02% 389

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return

Whipplewood Advisors's EFG Position: Q1 2026 in Review

Whipplewood Advisors sold out of iShares MSCI EAFE Growth ETF (EFG) in Q1 2026, closing a stake of 305 shares — an estimated $34.7K sold.

Whipplewood Advisors first reported a position in EFG in Q4 2024 and held it in 5 quarters. The position peaked at $34.7K in Q4 2025. 1,017 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

  • Whipplewood Advisors reported no remaining iShares MSCI EAFE Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Whipplewood Advisors sold 305 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $34.7K.
  • Whipplewood Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q4 2024 and held it in 5 quarters.
  • Whipplewood Advisors's iShares MSCI EAFE Growth ETF position peaked at $34.7K in Q4 2025.
  • 1,017 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Whipplewood Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.