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

Yukon 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	$3.88M	Sell	34,808 -1,422	-4%	-$167K	2.31%	11
2025 Q4	$4.28M	Sell	36,230 -2,455	-6%	-$281K	2.46%	10
2025 Q3	$4.41M	Sell	38,685 -1,219	-3%	-$136K	1.44%	16
2025 Q2	$4.47M	Buy	39,904 +173	+0.4%	+$18.2K	1.6%	14
2025 Q1	$3.97M	Buy	+39,731	New	+$4.05M	1.65%	14

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

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

Yukon Wealth Management reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 3.9% in Q1 2026, selling an estimated $167K and leaving 34,808 shares worth $3.88M. The position accounts for 2.31% of the portfolio, ranked #11.

Yukon Wealth Management first reported a position in EFG in Q1 2025 and has held it in 5 quarters since. The position peaked at $4.47M in Q2 2025. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

Yukon Wealth Management held 34,808 shares of iShares MSCI EAFE Growth ETF worth $3.88M as of Q1 2026.
Yukon Wealth Management sold 1,422 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $167K.
iShares MSCI EAFE Growth ETF made up 2.31% of Yukon Wealth Management's portfolio in Q1 2026, its #11 holding.
Yukon Wealth Management first reported a position in iShares MSCI EAFE Growth ETF in Q1 2025 and has held it in 5 quarters since.
Yukon Wealth Management's iShares MSCI EAFE Growth ETF position peaked at $4.47M in Q2 2025.
1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Yukon Wealth Management's 13F filing for Q1 2026, filed 30 Apr 2026.