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Brass Tax Wealth Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Brass Tax Wealth Management’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 		$208K Buy
1,826
+22
+1% +$2.45K 0.03% 236
2025
Q2 		$202K Buy
+1,804
New +$190K 0.04% 226
2025
Q1 		– Sell
-2,335
Closed -$226K – 217
2024
Q4 		$226K Buy
2,335
+7
+0.3% +$711 0.05% 187
2024
Q3 		$251K Buy
+2,328
New +$242K 0.05% 167

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Brass Tax Wealth Management's EFG Position: Q3 2025 in Review

Brass Tax Wealth Management increased its iShares MSCI EAFE Growth ETF (EFG) stake by 1.2% in Q3 2025, buying an estimated $2.45K and bringing the position to 1,826 shares worth $208K. The position accounts for 0.03% of the portfolio, ranked #236.

Brass Tax Wealth Management first reported a position in EFG in Q3 2024 and has held it in 4 quarters since. The position peaked at $251K in Q3 2024. 975 funds tracked by Wall St. Rank hold EFG as of Q3 2025.

  • Brass Tax Wealth Management held 1,826 shares of iShares MSCI EAFE Growth ETF worth $208K as of Q3 2025.
  • Brass Tax Wealth Management bought 22 iShares MSCI EAFE Growth ETF shares in Q3 2025, an estimated $2.45K.
  • iShares MSCI EAFE Growth ETF made up 0.03% of Brass Tax Wealth Management's portfolio in Q3 2025, its #236 holding.
  • Brass Tax Wealth Management first reported a position in iShares MSCI EAFE Growth ETF in Q3 2024 and has held it in 4 quarters since.
  • Brass Tax Wealth Management's iShares MSCI EAFE Growth ETF position peaked at $251K in Q3 2024.
  • 975 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2025.

Based on Brass Tax Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.