CIBC Private Wealth Group
EFG icon

CIBC Private Wealth Group’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

CIBC Private Wealth 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 		$206K Sell
1,805
-125
-6% -$14.3K ﹤0.01% 1174
2025
Q3 		$220K Buy
1,930
+600
+45% +$66.9K ﹤0.01% 1141
2025
Q2 		$149K Sell
1,330
-13
-1% -$1.37K ﹤0.01% 1239
2025
Q1 		$121K Sell
1,343
-1,424
-51% -$145K ﹤0.01% 1282
2024
Q4 		$271K Buy
2,767
+1,267
+84% +$129K ﹤0.01% 1046
2024
Q3 		$161K Sell
1,500
-557
-27% -$57.8K ﹤0.01% 1288
2024
Q2 		$214K Sell
2,057
-280
-12% -$28.6K ﹤0.01% 1071
2024
Q1 		$242K Buy
+2,337
New +$233K ﹤0.01% 1047
2023
Q4 		– Sell
-2,850
Closed -$246K – 1158
2023
Q3 		$246K Buy
+2,850
New +$263K ﹤0.01% 935
2022
Q3 		– Sell
-600
Closed -$48K – 982
2022
Q2 		$48K Hold
600
– – ﹤0.01% 972
2022
Q1 		$58K Buy
+600
New +$59K ﹤0.01% 1028
2018
Q4 		– Sell
-4,357
Closed -$349K – 885
2018
Q3 		$349K Sell
4,357
-5,160
-54% -$411K ﹤0.01% 840
2018
Q2 		$750K Sell
9,517
-27
-0.3% -$2.19K ﹤0.01% 700
2018
Q1 		$767K Hold
9,544
– – ﹤0.01% 690
2017
Q4 		$771K Buy
9,544
+6,290
+193% +$498K ﹤0.01% 699
2017
Q3 		$252K Buy
+3,254
New +$247K ﹤0.01% 867

Other funds holding EFG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CIBC Private Wealth Group's EFG Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 6.5% in Q4 2025, selling an estimated $14.3K and leaving 1,805 shares worth $206K. The position accounts for ﹤0.01% of the portfolio, ranked #1174.

CIBC Private Wealth Group first reported a position in EFG in Q3 2017 and has held it in 16 quarters since. The position peaked at $771K in Q4 2017. 980 funds tracked by Wall St. Rank hold EFG as of Q4 2025.

  • CIBC Private Wealth Group held 1,805 shares of iShares MSCI EAFE Growth ETF worth $206K as of Q4 2025.
  • CIBC Private Wealth Group sold 125 iShares MSCI EAFE Growth ETF shares in Q4 2025, an estimated $14.3K.
  • iShares MSCI EAFE Growth ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1174 holding.
  • CIBC Private Wealth Group first reported a position in iShares MSCI EAFE Growth ETF in Q3 2017 and has held it in 16 quarters since.
  • CIBC Private Wealth Group's iShares MSCI EAFE Growth ETF position peaked at $771K in Q4 2017.
  • 980 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.