Blue Oak Capital’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Blue Oak Capital’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	-4,819	Closed	-$467K	–	76
2024 Q4	$467K	Buy	+4,819	New	+$490K	0.28%	50

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Blue Oak Capital's EFG Position: Q1 2025 in Review

Blue Oak Capital sold out of iShares MSCI EAFE Growth ETF (EFG) in Q1 2025, closing a stake of 4,819 shares — an estimated $467K sold.

Blue Oak Capital first reported a position in EFG in Q4 2024 and held it in 1 quarter. The position peaked at $467K in Q4 2024. 965 funds tracked by Wall St. Rank hold EFG as of Q1 2025.

Blue Oak Capital reported no remaining iShares MSCI EAFE Growth ETF position as of Q1 2025 after selling out during the quarter.
Blue Oak Capital sold 4,819 iShares MSCI EAFE Growth ETF shares in Q1 2025, an estimated $467K.
Blue Oak Capital first reported a position in iShares MSCI EAFE Growth ETF in Q4 2024 and held it in 1 quarter.
Blue Oak Capital's iShares MSCI EAFE Growth ETF position peaked at $467K in Q4 2024.
965 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2025.

Based on Blue Oak Capital's 13F filing for Q1 2025, filed 6 Jun 2025.