Bush Investment Group’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Bush Investment Group’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	-3,157	Closed	-$360K	–	39
2025 Q3	$360K	Sell	3,157 -10,709	-77%	-$1.19M	0.21%	33
2025 Q2	$1.55M	Buy	13,866 +131	+1%	+$13.8K	1.04%	22
2025 Q1	$1.37M	Sell	13,735 -12,416	-47%	-$1.27M	1.03%	16
2024 Q4	$2.53M	Buy	26,151 +1,792	+7%	+$182K	1.98%	11
2024 Q3	$2.62M	Buy	24,359 +739	+3%	+$76.7K	2.1%	11
2024 Q2	$2.42M	Buy	23,620 +9,166	+63%	+$937K	2.07%	11
2024 Q1	$1.5M	Buy	14,454 +301	+2%	+$30K	1.33%	15
2023 Q4	$1.39M	Buy	+14,153	New	+$1.27M	1.28%	14

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 $424B AUM 22.96% 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

Bush Investment Group's EFG Position: Q4 2025 in Review

Bush Investment Group sold out of iShares MSCI EAFE Growth ETF (EFG) in Q4 2025, closing a stake of 3,157 shares — an estimated $360K sold.

Bush Investment Group first reported a position in EFG in Q4 2023 and held it in 8 quarters. The position peaked at $2.62M in Q3 2024. 976 funds tracked by Wall St. Rank hold EFG as of Q4 2025.

Bush Investment Group reported no remaining iShares MSCI EAFE Growth ETF position as of Q4 2025 after selling out during the quarter.
Bush Investment Group sold 3,157 iShares MSCI EAFE Growth ETF shares in Q4 2025, an estimated $360K.
Bush Investment Group first reported a position in iShares MSCI EAFE Growth ETF in Q4 2023 and held it in 8 quarters.
Bush Investment Group's iShares MSCI EAFE Growth ETF position peaked at $2.62M in Q3 2024.
976 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q4 2025.

Based on Bush Investment Group's 13F filing for Q4 2025, filed 5 Mar 2026.