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

Acorn Wealth 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
2025
Q4 		– Sell
-1,849
Closed -$211K – 275
2025
Q3 		$211K Buy
+1,849
New +$206K 0.07% 263

Other funds holding EFG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Acorn Wealth Advisors's EFG Position: Q4 2025 in Review

Acorn Wealth Advisors sold out of iShares MSCI EAFE Growth ETF (EFG) in Q4 2025, closing a stake of 1,849 shares — an estimated $211K sold.

Acorn Wealth Advisors first reported a position in EFG in Q3 2025 and held it in 1 quarter. The position peaked at $211K in Q3 2025. 978 funds tracked by Wall St. Rank hold EFG as of Q4 2025.

  • Acorn Wealth Advisors reported no remaining iShares MSCI EAFE Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Acorn Wealth Advisors sold 1,849 iShares MSCI EAFE Growth ETF shares in Q4 2025, an estimated $211K.
  • Acorn Wealth Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q3 2025 and held it in 1 quarter.
  • Acorn Wealth Advisors's iShares MSCI EAFE Growth ETF position peaked at $211K in Q3 2025.
  • 978 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q4 2025.

Based on Acorn Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.