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Aveo Capital Partners’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Aveo Capital Partners’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
Q1 		– Sell
-4,659
Closed -$451K – 217
2024
Q4 		$451K Buy
4,659
+833
+22% +$84.7K 0.05% 222
2024
Q3 		$412K Sell
3,826
-179
-4% -$18.6K 0.04% 227
2024
Q2 		$410K Buy
4,005
+1,448
+57% +$148K 0.05% 217
2024
Q1 		$259K Buy
2,557
+42
+2% +$4.18K 0.03% 314
2023
Q4 		$244K Sell
2,515
-1,390
-36% -$125K 0.03% 297
2023
Q3 		$337K Sell
3,905
-1,792
-31% -$165K 0.04% 249
2023
Q2 		$544K Buy
5,697
+1,620
+40% +$154K 0.07% 194
2023
Q1 		$382K Buy
4,077
+1,270
+45% +$114K 0.05% 229
2022
Q4 		$235K Sell
2,807
-861
-23% -$69.6K 0.04% 288
2022
Q3 		$266K Buy
3,668
+990
+37% +$80.8K 0.05% 232
2022
Q2 		$216K Buy
2,678
+103
+4% +$8.94K 0.04% 249
2022
Q1 		$248K Sell
2,575
-1,380
-35% -$136K 0.04% 242
2021
Q4 		$436K Buy
3,955
+940
+31% +$103K 0.08% 188
2021
Q3 		$321K Buy
+3,015
New +$332K 0.07% 201
2018
Q4 		– Sell
-2,848
Closed -$210K – 131
2018
Q3 		$210K Buy
+2,848
New +$227K 0.09% 130
2018
Q2 		– Sell
-26,873
Closed -$2.16M – 143
2018
Q1 		$2.16M Buy
26,873
+3,031
+13% +$247K 0.9% 25
2017
Q4 		$1.93M Buy
+23,842
New +$1.89M 0.64% 28

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Aveo Capital Partners's EFG Position: Q1 2025 in Review

Aveo Capital Partners sold out of iShares MSCI EAFE Growth ETF (EFG) in Q1 2025, closing a stake of 4,659 shares — an estimated $451K sold.

Aveo Capital Partners first reported a position in EFG in Q4 2017 and held it in 17 quarters. The position peaked at $2.16M in Q1 2018. 964 funds tracked by Wall St. Rank hold EFG as of Q1 2025.

  • Aveo Capital Partners reported no remaining iShares MSCI EAFE Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Aveo Capital Partners sold 4,659 iShares MSCI EAFE Growth ETF shares in Q1 2025, an estimated $451K.
  • Aveo Capital Partners first reported a position in iShares MSCI EAFE Growth ETF in Q4 2017 and held it in 17 quarters.
  • Aveo Capital Partners's iShares MSCI EAFE Growth ETF position peaked at $2.16M in Q1 2018.
  • 964 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2025.

Based on Aveo Capital Partners's 13F filing for Q1 2025, filed 12 May 2025.