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

Bellwether 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 Q3	–	Sell	-274	Closed	-$30.7K	–	265
2025 Q2	$30.7K	Hold	274	–	–	0.01%	255
2025 Q1	$27.4K	Sell	274 -63	-19%	-$6.42K	0.01%	250
2024 Q4	$32.6K	Buy	+337	New	+$34.2K	0.01%	254
2023 Q2	–	Sell	-576	Closed	-$54K	–	198
2023 Q1	$54K	Sell	576 -131	-19%	-$11.8K	0.01%	188
2022 Q4	$59.2K	Sell	707 -81	-10%	-$6.55K	0.02%	178
2022 Q3	$57K	Sell	788 -475	-38%	-$38.7K	0.02%	151
2022 Q2	$101K	Hold	1,263	–	–	0.03%	135
2022 Q1	$121K	Hold	1,263	–	–	0.04%	150
2021 Q4	$139K	Hold	1,263	–	–	0.04%	137
2021 Q3	$134K	Hold	1,263	–	–	0.04%	161
2021 Q2	$135K	Sell	1,263 -116	-8%	-$12.3K	0.05%	142
2021 Q1	$138K	Hold	1,379	–	–	0.05%	127
2020 Q4	$139K	Buy	+1,379	New	+$130K	0.06%	118

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

Bellwether Advisors's EFG Position: Q3 2025 in Review

Bellwether Advisors sold out of iShares MSCI EAFE Growth ETF (EFG) in Q3 2025, closing a stake of 274 shares — an estimated $30.7K sold.

Bellwether Advisors first reported a position in EFG in Q4 2020 and held it in 13 quarters. The position peaked at $139K in Q4 2021. 975 funds tracked by Wall St. Rank hold EFG as of Q3 2025.

Bellwether Advisors reported no remaining iShares MSCI EAFE Growth ETF position as of Q3 2025 after selling out during the quarter.
Bellwether Advisors sold 274 iShares MSCI EAFE Growth ETF shares in Q3 2025, an estimated $30.7K.
Bellwether Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q4 2020 and held it in 13 quarters.
Bellwether Advisors's iShares MSCI EAFE Growth ETF position peaked at $139K in Q4 2021.
975 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2025.

Based on Bellwether Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.