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

Bristlecone 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	$374K	Hold	3,287	–	–	0.03%	185
2025 Q2	$368K	Hold	3,287	–	–	0.03%	175
2025 Q1	$329K	Hold	3,287	–	–	0.03%	229
2024 Q4	$318K	Hold	3,287	–	–	0.02%	236
2024 Q3	$354K	Hold	3,287	–	–	0.03%	216
2024 Q2	$336K	Hold	3,287	–	–	0.03%	216
2024 Q1	$341K	Hold	3,287	–	–	0.03%	218
2023 Q4	$318K	Hold	3,287	–	–	0.03%	222
2023 Q3	$284K	Hold	3,287	–	–	0.03%	215
2023 Q2	$314K	Hold	3,287	–	–	0.03%	213
2023 Q1	$308K	Hold	3,287	–	–	0.03%	215
2022 Q4	$275K	Hold	3,287	–	–	0.03%	217
2022 Q3	$239K	Hold	3,287	–	–	0.03%	220
2022 Q2	$265K	Buy	+3,287	New	+$285K	0.03%	210

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

Bristlecone Advisors's EFG Position: Q3 2025 in Review

Bristlecone Advisors held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q3 2025 at 3,287 shares worth $374K. The position accounts for 0.03% of the portfolio, ranked #185.

Bristlecone Advisors first reported a position in EFG in Q2 2022 and has held it in 14 quarters since. 975 funds tracked by Wall St. Rank hold EFG as of Q3 2025.

Bristlecone Advisors held 3,287 shares of iShares MSCI EAFE Growth ETF worth $374K as of Q3 2025.
Bristlecone Advisors left its iShares MSCI EAFE Growth ETF share count unchanged in Q3 2025.
iShares MSCI EAFE Growth ETF made up 0.03% of Bristlecone Advisors's portfolio in Q3 2025, its #185 holding.
Bristlecone Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q2 2022 and has held it in 14 quarters since.
975 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2025.

Based on Bristlecone Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.