Burkett Financial Services’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Burkett Financial Services’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	-9	Closed	-$1.01K	–	237
2025 Q3	$1.01K	Hold	9	–	–	﹤0.01%	210
2025 Q2	$996	Hold	9	–	–	﹤0.01%	212
2025 Q1	$880	Hold	9	–	–	﹤0.01%	239
2024 Q4	$853	Hold	9	–	–	﹤0.01%	203
2024 Q3	$941	Hold	9	–	–	﹤0.01%	197
2024 Q2	$894	Hold	9	–	–	﹤0.01%	180
2024 Q1	$899	Hold	9	–	–	﹤0.01%	183
2023 Q4	$839	Buy	+9	New	+$807	﹤0.01%	180

Other funds holding EFG

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

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

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 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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Burkett Financial Services's EFG Position: Q4 2025 in Review

Burkett Financial Services sold out of iShares MSCI EAFE Growth ETF (EFG) in Q4 2025, closing a stake of 9 shares — an estimated $1.01K sold.

Burkett Financial Services first reported a position in EFG in Q4 2023 and held it in 8 quarters. The position peaked at $1.01K in Q3 2025. 976 funds tracked by Wall St. Rank hold EFG as of Q4 2025.

Burkett Financial Services reported no remaining iShares MSCI EAFE Growth ETF position as of Q4 2025 after selling out during the quarter.
Burkett Financial Services sold 9 iShares MSCI EAFE Growth ETF shares in Q4 2025, an estimated $1.01K.
Burkett Financial Services first reported a position in iShares MSCI EAFE Growth ETF in Q4 2023 and held it in 8 quarters.
Burkett Financial Services's iShares MSCI EAFE Growth ETF position peaked at $1.01K in Q3 2025.
976 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q4 2025.

Based on Burkett Financial Services's 13F filing for Q4 2025, filed 5 Jan 2026.