BJL
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Brighton Jones LLC’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Brighton Jones LLC’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
Q4 		– Sell
-53,809
Closed -$6.13M – 304
2025
Q3 		$6.13M Sell
53,809
-2
-0% -$223 0.15% 90
2025
Q2 		$6.03M Sell
53,811
-640
-1% -$67.5K 0.16% 79
2025
Q1 		$5.45M Buy
54,451
+466
+0.9% +$47.5K 0.17% 78
2024
Q4 		$5.23M Buy
53,985
+1,266
+2% +$129K 0.15% 81
2024
Q3 		$5.68M Sell
52,719
-1,128
-2% -$117K 0.21% 62
2024
Q2 		$5.51M Buy
53,847
+386
+0.7% +$39.5K 0.18% 68
2024
Q1 		$5.55M Sell
53,461
-285
-0.5% -$28.4K 0.2% 67
2023
Q4 		$5.21M Sell
53,746
-1,780
-3% -$160K 0.22% 67
2023
Q3 		$4.79M Sell
55,526
-1,527
-3% -$141K 0.24% 64
2023
Q2 		$5.44M Buy
57,053
+319
+0.6% +$30.3K 0.27% 54
2023
Q1 		$5.31M Buy
56,734
+1,264
+2% +$114K 0.3% 48
2022
Q4 		$4.65M Buy
55,470
+36
+0.1% +$2.91K 0.28% 47
2022
Q3 		$4.02M Sell
55,434
-321
-0.6% -$26.2K 0.24% 50
2022
Q2 		$4.49M Buy
55,755
+278
+0.5% +$24.1K 0.26% 44
2022
Q1 		$5.34M Buy
55,477
+29
+0.1% +$2.85K 0.25% 40
2021
Q4 		$6.12M Sell
55,448
-75
-0.1% -$8.21K 0.29% 34
2021
Q3 		$5.91M Sell
55,523
-362
-0.6% -$39.9K 0.31% 36
2021
Q2 		$6M Sell
55,885
-2,205
-4% -$234K 0.31% 33
2021
Q1 		$5.84M Sell
58,090
-2,318
-4% -$236K 0.35% 29
2020
Q4 		$6.1M Sell
60,408
-1,954
-3% -$185K 0.38% 31
2020
Q3 		$5.61M Sell
62,362
-102
-0.2% -$9.04K 0.39% 26
2020
Q2 		$5.19M Sell
62,464
-1,658
-3% -$129K 0.42% 22
2020
Q1 		$4.56M Sell
64,122
-16,053
-20% -$1.3M 0.48% 20
2019
Q4 		$6.93M Sell
80,175
-1,817
-2% -$152K 0.74% 20
2019
Q3 		$6.6M Sell
81,992
-656
-0.8% -$52.5K 0.77% 18
2019
Q2 		$6.67M Buy
82,648
+299
+0.4% +$23.6K 0.78% 20
2019
Q1 		$6.38M Buy
82,349
+1,265
+2% +$93.8K 0.77% 20
2018
Q4 		$5.6M Sell
81,084
-1,163
-1% -$84.7K 0.81% 19
2018
Q3 		$6.59M Sell
82,247
-1,149
-1% -$91.6K 0.81% 17
2018
Q2 		$6.57M Buy
83,396
+2,817
+3% +$228K 0.85% 17
2018
Q1 		$6.48M Sell
80,579
-2,933
-4% -$239K 0.89% 17
2017
Q4 		$6.74M Sell
83,512
-4,731
-5% -$375K 0.82% 17
2017
Q3 		$6.83M Sell
88,243
-4,009
-4% -$304K 0.88% 17
2017
Q2 		$6.82M Sell
92,252
-3,212
-3% -$235K 0.96% 16
2017
Q1 		$6.63M Buy
95,464
+47,984
+101% +$3.21M 1.6% 13
2016
Q4 		$3.02M Sell
47,480
-49,069
-51% -$3.17M 1.14% 12
2016
Q3 		$6.6M Sell
96,549
-2,089
-2% -$141K 1.07% 16
2016
Q2 		$6.45M Sell
98,638
-4,561
-4% -$302K 1.14% 16
2016
Q1 		$6.79M Sell
103,199
-1,763
-2% -$112K 1.25% 16
2015
Q4 		$7.05M Sell
104,962
-928
-0.9% -$62.8K 1.37% 14
2015
Q3 		$6.76M Sell
105,890
-131
-0.1% -$8.93K 1.44% 14
2015
Q2 		$7.41M Sell
106,021
-10,664
-9% -$774K 1.69% 13
2015
Q1 		$8.18M Sell
116,685
-2,674
-2% -$183K 1.85% 13
2014
Q4 		$7.86M Sell
119,359
-5,931
-5% -$397K 1.8% 13
2014
Q3 		$8.53M Sell
125,290
-4,707
-4% -$333K 1.92% 13
2014
Q2 		$9.42M Sell
129,997
-6,999
-5% -$504K 2.13% 13
2014
Q1 		$9.72M Sell
136,996
-10,464
-7% -$731K 2.29% 12
2013
Q4 		$10.5M Sell
147,460
-16,151
-10% -$1.12M 2.41% 10
2013
Q3 		$11.1M Sell
163,611
-11,907
-7% -$782K 2.92% 10
2013
Q2 		$10.8M Buy
+175,518
New +$11.3M 3.25% 9

Other funds holding EFG

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Brighton Jones LLC's EFG Position: Q4 2025 in Review

Brighton Jones LLC sold out of iShares MSCI EAFE Growth ETF (EFG) in Q4 2025, closing a stake of 53,809 shares — an estimated $6.13M sold.

Brighton Jones LLC first reported a position in EFG in Q2 2013 and held it in 50 quarters. The position peaked at $11.1M in Q3 2013. 976 funds tracked by Wall St. Rank hold EFG as of Q4 2025.

  • Brighton Jones LLC reported no remaining iShares MSCI EAFE Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Brighton Jones LLC sold 53,809 iShares MSCI EAFE Growth ETF shares in Q4 2025, an estimated $6.13M.
  • Brighton Jones LLC first reported a position in iShares MSCI EAFE Growth ETF in Q2 2013 and held it in 50 quarters.
  • Brighton Jones LLC's iShares MSCI EAFE Growth ETF position peaked at $11.1M in Q3 2013.
  • 976 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q4 2025.

Based on Brighton Jones LLC's 13F filing for Q4 2025, filed 27 Jan 2026.