Concord Wealth Partners’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Concord Wealth Partners’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	-36	Closed	-$3.6K	–	876
2025 Q1	$3.6K	Hold	36	–	–	﹤0.01%	628
2024 Q4	$3.49K	Hold	36	–	–	﹤0.01%	654
2024 Q3	$3.88K	Hold	36	–	–	﹤0.01%	670
2024 Q2	$3.68K	Sell	36 -63	-64%	-$6.44K	﹤0.01%	607
2024 Q1	$10.3K	Sell	99 -171	-63%	-$17K	﹤0.01%	568
2023 Q4	$26.1K	Sell	270 -53	-16%	-$4.75K	0.01%	445
2023 Q3	$27.9K	Hold	323	–	–	0.01%	463
2023 Q2	$30.8K	Buy	323 +168	+108%	+$16K	0.01%	434
2023 Q1	$14.5K	Sell	155 -187	-55%	-$16.8K	﹤0.01%	542
2022 Q4	$28.6K	Buy	+342	New	+$27.6K	0.01%	474
2022 Q3	–	Sell	-1,033	Closed	-$83K	–	420
2022 Q2	$83K	Buy	1,033 +36	+4%	+$3.13K	0.02%	285
2022 Q1	$96K	Sell	997 -18	-2%	-$1.77K	0.02%	306
2021 Q4	$112K	Buy	+1,015	New	+$111K	0.03%	290
2021 Q1	–	Sell	-49	Closed	-$5K	–	1014
2020 Q4	$5K	Buy	+49	New	+$4.64K	﹤0.01%	413

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Concord Wealth Partners's EFG Position: Q2 2025 in Review

Concord Wealth Partners sold out of iShares MSCI EAFE Growth ETF (EFG) in Q2 2025, closing a stake of 36 shares — an estimated $3.6K sold.

Concord Wealth Partners first reported a position in EFG in Q4 2020 and held it in 14 quarters. The position peaked at $112K in Q4 2021. 986 funds tracked by Wall St. Rank hold EFG as of Q2 2025.

Concord Wealth Partners reported no remaining iShares MSCI EAFE Growth ETF position as of Q2 2025 after selling out during the quarter.
Concord Wealth Partners sold 36 iShares MSCI EAFE Growth ETF shares in Q2 2025, an estimated $3.6K.
Concord Wealth Partners first reported a position in iShares MSCI EAFE Growth ETF in Q4 2020 and held it in 14 quarters.
Concord Wealth Partners's iShares MSCI EAFE Growth ETF position peaked at $112K in Q4 2021.
986 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2025.

Based on Concord Wealth Partners's 13F filing for Q2 2025, filed 25 Jul 2025.