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Carolinas Wealth Consulting’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Carolinas Wealth Consulting’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
Q2 		– Sell
-135
Closed -$13.5K – 256
2025
Q1 		$13.5K Buy
135
+60
+80% +$6.12K ﹤0.01% 496
2024
Q4 		$7.26K Hold
75
– – ﹤0.01% 585
2024
Q3 		$8.07K Buy
+75
New +$7.78K ﹤0.01% 595
2020
Q4 		– Sell
-137
Closed -$12K – 903
2020
Q3 		$12K Buy
+137
New +$12.1K ﹤0.01% 447

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Carolinas Wealth Consulting's EFG Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of iShares MSCI EAFE Growth ETF (EFG) in Q2 2025, closing a stake of 135 shares — an estimated $13.5K sold.

Carolinas Wealth Consulting first reported a position in EFG in Q3 2020 and held it in 4 quarters. The position peaked at $13.5K in Q1 2025. 986 funds tracked by Wall St. Rank hold EFG as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining iShares MSCI EAFE Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 135 iShares MSCI EAFE Growth ETF shares in Q2 2025, an estimated $13.5K.
  • Carolinas Wealth Consulting first reported a position in iShares MSCI EAFE Growth ETF in Q3 2020 and held it in 4 quarters.
  • Carolinas Wealth Consulting's iShares MSCI EAFE Growth ETF position peaked at $13.5K in Q1 2025.
  • 986 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.