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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
-26,814
Closed -$1.02M – 104
2025
Q3 		$1.02M Sell
26,814
-1,299
-5% -$48.3K 0.65% 34
2025
Q2 		$1.05M Sell
28,113
-504
-2% -$17.7K 0.73% 32
2025
Q1 		$954K Sell
28,617
-25,053
-47% -$851K 0.71% 31
2024
Q4 		$1.73M Sell
53,670
-1,701
-3% -$57.6K 1.32% 17
2024
Q3 		$1.99M Buy
55,371
+19,551
+55% +$676K 1.53% 16
2024
Q2 		$1.22M Sell
35,820
-14,508
-29% -$494K 1.07% 23
2024
Q1 		$1.74M Buy
50,328
+31,161
+163% +$1.03M 1.78% 13
2023
Q4 		$619K Sell
19,167
-9,567
-33% -$286K 0.72% 47
2023
Q3 		$827K Sell
28,734
-5,904
-17% -$181K 1.02% 29
2023
Q2 		$1.1M Sell
34,638
-1,560
-4% -$49.5K 1.12% 18
2023
Q1 		$1.13M Sell
36,198
-56,814
-61% -$1.7M 1.15% 18
2022
Q4 		$2.6M Sell
93,012
-38,427
-29% -$1.04M 2.01% 12
2022
Q3 		$3.18M Buy
131,439
+40,200
+44% +$1.09M 2.52% 8
2022
Q2 		$2.45M Sell
91,239
-16,524
-15% -$478K 1.83% 9
2022
Q1 		$3.46M Sell
107,763
-38,184
-26% -$1.25M 2.27% 9
2021
Q4 		$5.37M Buy
145,947
+12,531
+9% +$457K 3.27% 5
2021
Q3 		$4.74M Buy
133,416
+36,258
+37% +$1.33M 3% 7
2021
Q2 		$3.47M Sell
97,158
-2,733
-3% -$96.8K 2.15% 8
2021
Q1 		$3.34M Sell
99,891
-13,500
-12% -$458K 2.17% 10
2020
Q4 		$3.81M Buy
+113,391
New +$3.58M 2.56% 11

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 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Nomura Asset Management International
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 26,814 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. 982 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 26,814 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.
  • 982 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.