Beverly Hills Private Wealth’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Beverly Hills Private Wealth’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	-3,438	Closed	-$333K	–	342
2024 Q4	$333K	Sell	3,438 -456	-12%	-$46.3K	0.07%	235
2024 Q3	$419K	Sell	3,894 -1,614	-29%	-$167K	0.08%	208
2024 Q2	$563K	Buy	5,508 +1,760	+47%	+$180K	0.12%	174
2024 Q1	$389K	Sell	3,748 -753	-17%	-$75K	0.09%	234
2023 Q4	$436K	Sell	4,501 -3,527	-44%	-$316K	0.11%	194
2023 Q3	$693K	Sell	8,028 -9,376	-54%	-$864K	0.21%	109
2023 Q2	$1.62M	Buy	17,404 +7,574	+77%	+$720K	0.27%	88
2023 Q1	$921K	Buy	9,830 +6,114	+165%	+$550K	0.29%	90
2022 Q4	$311K	Buy	+3,716	New	+$300K	0.14%	173

Other funds holding EFG

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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 Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Beverly Hills Private Wealth's EFG Position: Q1 2025 in Review

Beverly Hills Private Wealth sold out of iShares MSCI EAFE Growth ETF (EFG) in Q1 2025, closing a stake of 3,438 shares — an estimated $333K sold.

Beverly Hills Private Wealth first reported a position in EFG in Q4 2022 and held it in 9 quarters. The position peaked at $1.62M in Q2 2023. 964 funds tracked by Wall St. Rank hold EFG as of Q1 2025.

Beverly Hills Private Wealth reported no remaining iShares MSCI EAFE Growth ETF position as of Q1 2025 after selling out during the quarter.
Beverly Hills Private Wealth sold 3,438 iShares MSCI EAFE Growth ETF shares in Q1 2025, an estimated $333K.
Beverly Hills Private Wealth first reported a position in iShares MSCI EAFE Growth ETF in Q4 2022 and held it in 9 quarters.
Beverly Hills Private Wealth's iShares MSCI EAFE Growth ETF position peaked at $1.62M in Q2 2023.
964 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2025.

Based on Beverly Hills Private Wealth's 13F filing for Q1 2025, filed 30 Apr 2025.