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Consolidated Portfolio Review Corp’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Consolidated Portfolio Review Corp’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
-2,885
Closed -$329K – 141
2025
Q3 		$329K Buy
2,885
+4
+0.1% +$446 0.04% 350
2025
Q2 		$323K Buy
+2,881
New +$304K 0.04% 338

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 $424B AUM 22.96% 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 $1.81T 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 $530B AUM 22.01% 1-Year Est. Return

Consolidated Portfolio Review Corp's EFG Position: Q4 2025 in Review

Consolidated Portfolio Review Corp sold out of iShares MSCI EAFE Growth ETF (EFG) in Q4 2025, closing a stake of 2,885 shares — an estimated $329K sold.

Consolidated Portfolio Review Corp first reported a position in EFG in Q2 2025 and held it in 2 quarters. The position peaked at $329K in Q3 2025. 977 funds tracked by Wall St. Rank hold EFG as of Q4 2025.

  • Consolidated Portfolio Review Corp reported no remaining iShares MSCI EAFE Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Consolidated Portfolio Review Corp sold 2,885 iShares MSCI EAFE Growth ETF shares in Q4 2025, an estimated $329K.
  • Consolidated Portfolio Review Corp first reported a position in iShares MSCI EAFE Growth ETF in Q2 2025 and held it in 2 quarters.
  • Consolidated Portfolio Review Corp's iShares MSCI EAFE Growth ETF position peaked at $329K in Q3 2025.
  • 977 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q4 2025.

Based on Consolidated Portfolio Review Corp's 13F filing for Q4 2025, filed 26 Jan 2026.