CC
EFG icon

Copperleaf Capital’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Copperleaf Capital’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
Q3 		$1.64M Sell
14,404
-4,347
-23% -$484K 0.79% 34
2025
Q2 		$2.1M Sell
18,751
-901
-5% -$95K 1.06% 22
2025
Q1 		$1.97M Sell
19,652
-12,072
-38% -$1.23M 1.17% 23
2024
Q4 		$3.07M Buy
31,724
+8,419
+36% +$856K 1.95% 12
2024
Q3 		$2.51M Buy
23,305
+1,373
+6% +$142K 1.92% 12
2024
Q2 		$2.24M Buy
21,932
+28
+0.1% +$2.86K 1.79% 14
2024
Q1 		$2.27M Buy
21,904
+4,066
+23% +$405K 1.97% 12
2023
Q4 		$1.73M Sell
17,838
-11,366
-39% -$1.02M 1.76% 17
2023
Q3 		$2.52M Sell
29,204
-7,414
-20% -$683K 2.73% 6
2023
Q2 		$3.49M Buy
36,618
+6,726
+23% +$640K 3.27% 7
2023
Q1 		$2.8M Buy
29,892
+5,143
+21% +$463K 2.78% 8
2022
Q4 		$2.07M Sell
24,749
-8,347
-25% -$675K 2.39% 11
2022
Q3 		$2.4M Buy
33,096
+2,015
+6% +$164K 2.6% 9
2022
Q2 		$2.5M Buy
31,081
+735
+2% +$63.8K 2.53% 13
2022
Q1 		$2.92M Buy
30,346
+2,109
+7% +$207K 2.59% 11
2021
Q4 		$3.11M Buy
28,237
+143
+0.5% +$15.7K 2.69% 12
2021
Q3 		$2.99M Buy
28,094
+10,275
+58% +$1.13M 2.88% 11
2021
Q2 		$1.91M Sell
17,819
-123
-0.7% -$13.1K 1.87% 19
2021
Q1 		$1.8M Sell
17,942
-9,624
-35% -$979K 1.92% 19
2020
Q4 		$2.78M Buy
+27,566
New +$2.61M 2.38% 13

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Copperleaf Capital's EFG Position: Q3 2025 in Review

Copperleaf Capital reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 23% in Q3 2025, selling an estimated $484K and leaving 14,404 shares worth $1.64M. The position accounts for 0.79% of the portfolio, ranked #34.

Copperleaf Capital first reported a position in EFG in Q4 2020 and has held it in 20 quarters since. The position peaked at $3.49M in Q2 2023. 975 funds tracked by Wall St. Rank hold EFG as of Q3 2025.

  • Copperleaf Capital held 14,404 shares of iShares MSCI EAFE Growth ETF worth $1.64M as of Q3 2025.
  • Copperleaf Capital sold 4,347 iShares MSCI EAFE Growth ETF shares in Q3 2025, an estimated $484K.
  • iShares MSCI EAFE Growth ETF made up 0.79% of Copperleaf Capital's portfolio in Q3 2025, its #34 holding.
  • Copperleaf Capital first reported a position in iShares MSCI EAFE Growth ETF in Q4 2020 and has held it in 20 quarters since.
  • Copperleaf Capital's iShares MSCI EAFE Growth ETF position peaked at $3.49M in Q2 2023.
  • 975 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2025.

Based on Copperleaf Capital's 13F filing for Q3 2025, filed 28 Oct 2025.