CCMG
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Clark Capital Management Group’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Clark Capital Management 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
Q2 		– Sell
-14,590
Closed -$1.46M – 434
2025
Q1 		$1.46M Sell
14,590
-34
-0.2% -$3.47K 0.01% 275
2024
Q4 		$1.42M Sell
14,624
-480
-3% -$48.8K 0.01% 284
2024
Q3 		$1.63M Sell
15,104
-981
-6% -$102K 0.01% 273
2024
Q2 		$1.65M Sell
16,085
-12,925
-45% -$1.32M 0.01% 250
2024
Q1 		$3.01M Sell
29,010
-7,072
-20% -$704K 0.02% 218
2023
Q4 		$3.49M Buy
36,082
+5,296
+17% +$475K 0.03% 197
2023
Q3 		$2.66M Sell
30,786
-74,123
-71% -$6.83M 0.03% 197
2023
Q2 		$10M Buy
104,909
+53,541
+104% +$5.09M 0.09% 156
2023
Q1 		$4.81M Buy
+51,368
New +$4.62M 0.05% 170
2022
Q4 		– Sell
-33,457
Closed -$2.43M – 357
2022
Q3 		$2.43M Buy
+33,457
New +$2.73M 0.03% 198
2022
Q2 		– Sell
-53,900
Closed -$5.19M – 333
2022
Q1 		$5.19M Sell
53,900
-13,448
-20% -$1.32M 0.06% 187
2021
Q4 		$7.43M Sell
67,348
-15,472
-19% -$1.69M 0.09% 166
2021
Q3 		$8.82M Buy
82,820
+47,599
+135% +$5.24M 0.12% 160
2021
Q2 		$3.78M Buy
35,221
+2,811
+9% +$299K 0.05% 190
2021
Q1 		$3.26M Buy
32,410
+12,991
+67% +$1.32M 0.05% 199
2020
Q4 		$1.96M Sell
19,419
-31,824
-62% -$3.01M 0.03% 231
2020
Q3 		$4.61M Buy
51,243
+8,041
+19% +$713K 0.09% 172
2020
Q2 		$3.59M Sell
43,202
-27,247
-39% -$2.13M 0.07% 161
2020
Q1 		$5.01M Buy
70,449
+53,620
+319% +$4.34M 0.13% 131
2019
Q4 		$1.46M Sell
16,829
-104,467
-86% -$8.72M 0.03% 207
2019
Q3 		$9.77M Sell
121,296
-9,200
-7% -$736K 0.22% 123
2019
Q2 		$10.5M Buy
130,496
+109,330
+517% +$8.63M 0.22% 125
2019
Q1 		$1.64M Buy
21,166
+15
+0.1% +$1.11K 0.04% 191
2018
Q4 		$1.46M Buy
+21,151
New +$1.54M 0.04% 188

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

Clark Capital Management Group's EFG Position: Q2 2025 in Review

Clark Capital Management Group sold out of iShares MSCI EAFE Growth ETF (EFG) in Q2 2025, closing a stake of 14,590 shares — an estimated $1.46M sold.

Clark Capital Management Group first reported a position in EFG in Q4 2018 and held it in 24 quarters. The position peaked at $10.5M in Q2 2019. 986 funds tracked by Wall St. Rank hold EFG as of Q2 2025.

  • Clark Capital Management Group reported no remaining iShares MSCI EAFE Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Clark Capital Management Group sold 14,590 iShares MSCI EAFE Growth ETF shares in Q2 2025, an estimated $1.46M.
  • Clark Capital Management Group first reported a position in iShares MSCI EAFE Growth ETF in Q4 2018 and held it in 24 quarters.
  • Clark Capital Management Group's iShares MSCI EAFE Growth ETF position peaked at $10.5M in Q2 2019.
  • 986 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2025.

Based on Clark Capital Management Group's 13F filing for Q2 2025, filed 14 Aug 2025.