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

Abich Financial 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
2025
Q3 		$4.9K Buy
+43
New +$4.79K ﹤0.01% 512
2024
Q3 		$5.28K Buy
+49
New +$5.08K 0.01% 254

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Abich Financial Wealth Management's EFG Position: Q3 2025 in Review

Abich Financial Wealth Management opened a new position in iShares MSCI EAFE Growth ETF (EFG) in Q3 2025: 43 shares worth $4.9K. The stake represents ﹤0.01% of the portfolio and ranks #512 among its holdings. This is a return to the name: Abich Financial Wealth Management previously reported a position in EFG as recently as Q3 2024.

Abich Financial Wealth Management first reported a position in EFG in Q3 2024 and has held it in 2 quarters since. The position peaked at $5.28K in Q3 2024. 975 funds tracked by Wall St. Rank hold EFG as of Q3 2025.

  • Abich Financial Wealth Management held 43 shares of iShares MSCI EAFE Growth ETF worth $4.9K as of Q3 2025.
  • iShares MSCI EAFE Growth ETF was a new Abich Financial Wealth Management position in Q3 2025.
  • iShares MSCI EAFE Growth ETF made up ﹤0.01% of Abich Financial Wealth Management's portfolio in Q3 2025, its #512 holding.
  • Abich Financial Wealth Management first reported a position in iShares MSCI EAFE Growth ETF in Q3 2024 and has held it in 2 quarters since.
  • Abich Financial Wealth Management's iShares MSCI EAFE Growth ETF position peaked at $5.28K in Q3 2024.
  • 975 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2025.

Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.