Armstrong Fleming & Moore’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Armstrong Fleming & Moore’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	–	Sell	-9,267	Closed	-$1.04M	–	116
2025 Q2	$1.04M	Buy	+9,267	New	+$978K	0.56%	33
2025 Q1	–	Sell	-8,371	Closed	-$811K	–	108
2024 Q4	$811K	Hold	8,371	–	–	0.49%	37
2024 Q3	$901K	Hold	8,371	–	–	0.53%	37
2024 Q2	$856K	Hold	8,371	–	–	0.55%	37
2024 Q1	$869K	Hold	8,371	–	–	0.6%	37
2023 Q4	$811K	Sell	8,371 -619	-7%	-$55.5K	0.61%	36
2023 Q3	$776K	Hold	8,990	–	–	0.75%	33
2023 Q2	$858K	Buy	+8,990	New	+$855K	0.79%	30

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Armstrong Fleming & Moore's EFG Position: Q3 2025 in Review

Armstrong Fleming & Moore sold out of iShares MSCI EAFE Growth ETF (EFG) in Q3 2025, closing a stake of 9,267 shares — an estimated $1.04M sold.

Armstrong Fleming & Moore first reported a position in EFG in Q2 2023 and held it in 8 quarters. The position peaked at $1.04M in Q2 2025. 975 funds tracked by Wall St. Rank hold EFG as of Q3 2025.

Armstrong Fleming & Moore reported no remaining iShares MSCI EAFE Growth ETF position as of Q3 2025 after selling out during the quarter.
Armstrong Fleming & Moore sold 9,267 iShares MSCI EAFE Growth ETF shares in Q3 2025, an estimated $1.04M.
Armstrong Fleming & Moore first reported a position in iShares MSCI EAFE Growth ETF in Q2 2023 and held it in 8 quarters.
Armstrong Fleming & Moore's iShares MSCI EAFE Growth ETF position peaked at $1.04M in Q2 2025.
975 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2025.

Based on Armstrong Fleming & Moore's 13F filing for Q3 2025, filed 20 Oct 2025.