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Clearview Wealth Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Clearview Wealth Advisors’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
-8,938
Closed -$1.02M – 104
2025
Q3 		$1.02M Sell
8,938
-433
-5% -$48.3K 0.65% 34
2025
Q2 		$1.05M Sell
9,371
-168
-2% -$17.7K 0.73% 32
2025
Q1 		$954K Sell
9,539
-8,351
-47% -$851K 0.71% 31
2024
Q4 		$1.73M Sell
17,890
-567
-3% -$57.6K 1.32% 17
2024
Q3 		$1.99M Buy
18,457
+6,517
+55% +$676K 1.53% 16
2024
Q2 		$1.22M Sell
11,940
-4,836
-29% -$494K 1.07% 23
2024
Q1 		$1.74M Buy
16,776
+10,387
+163% +$1.03M 1.78% 13
2023
Q4 		$619K Sell
6,389
-3,189
-33% -$286K 0.72% 47
2023
Q3 		$827K Sell
9,578
-1,968
-17% -$181K 1.02% 29
2023
Q2 		$1.1M Sell
11,546
-520
-4% -$49.5K 1.12% 18
2023
Q1 		$1.13M Sell
12,066
-18,938
-61% -$1.7M 1.15% 18
2022
Q4 		$2.6M Sell
31,004
-12,809
-29% -$1.04M 2.01% 12
2022
Q3 		$3.18M Buy
43,813
+13,400
+44% +$1.09M 2.52% 8
2022
Q2 		$2.45M Sell
30,413
-5,508
-15% -$478K 1.83% 9
2022
Q1 		$3.46M Sell
35,921
-12,728
-26% -$1.25M 2.27% 9
2021
Q4 		$5.37M Buy
48,649
+4,177
+9% +$457K 3.27% 5
2021
Q3 		$4.74M Buy
44,472
+12,086
+37% +$1.33M 3% 7
2021
Q2 		$3.47M Sell
32,386
-911
-3% -$96.8K 2.15% 8
2021
Q1 		$3.35M Sell
33,297
-4,500
-12% -$458K 2.17% 10
2020
Q4 		$3.81M Buy
+37,797
New +$3.58M 2.56% 11

Other funds holding EFG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Clearview Wealth Advisors's EFG Position: Q4 2025 in Review

Clearview Wealth Advisors sold out of iShares MSCI EAFE Growth ETF (EFG) in Q4 2025, closing a stake of 8,938 shares — an estimated $1.02M sold.

Clearview Wealth Advisors first reported a position in EFG in Q4 2020 and held it in 20 quarters. The position peaked at $5.37M in Q4 2021. 976 funds tracked by Wall St. Rank hold EFG as of Q4 2025.

  • Clearview Wealth Advisors reported no remaining iShares MSCI EAFE Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Clearview Wealth Advisors sold 8,938 iShares MSCI EAFE Growth ETF shares in Q4 2025, an estimated $1.02M.
  • Clearview Wealth Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q4 2020 and held it in 20 quarters.
  • Clearview Wealth Advisors's iShares MSCI EAFE Growth ETF position peaked at $5.37M in Q4 2021.
  • 976 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q4 2025.

Based on Clearview Wealth Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.