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Creekmur Asset Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Creekmur Asset Management’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 		$75 Hold
1
– – ﹤0.01% 736
2025
Q2 		$74 Hold
1
– – ﹤0.01% 743
2025
Q1 		$66 Hold
1
– – ﹤0.01% 685
2024
Q4 		$64 Hold
1
– – ﹤0.01% 844
2024
Q3 		$70 Hold
1
– – ﹤0.01% 920
2024
Q2 		$67 Sell
1
-17
-94% -$1.74K ﹤0.01% 974
2024
Q1 		$1.83K Buy
18
+17
+1,700% +$1.69K ﹤0.01% 673
2023
Q4 		$62 Buy
+1
New +$90 ﹤0.01% 774

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

Creekmur Asset Management's EFG Position: Q3 2025 in Review

Creekmur Asset Management held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q3 2025 at 1 share worth $75. The position accounts for ﹤0.01% of the portfolio, ranked #736.

Creekmur Asset Management first reported a position in EFG in Q4 2023 and has held it in 8 quarters since. The position peaked at $1.83K in Q1 2024. 975 funds tracked by Wall St. Rank hold EFG as of Q3 2025.

  • Creekmur Asset Management held 1 share of iShares MSCI EAFE Growth ETF worth $75 as of Q3 2025.
  • Creekmur Asset Management left its iShares MSCI EAFE Growth ETF share count unchanged in Q3 2025.
  • iShares MSCI EAFE Growth ETF made up ﹤0.01% of Creekmur Asset Management's portfolio in Q3 2025, its #736 holding.
  • Creekmur Asset Management first reported a position in iShares MSCI EAFE Growth ETF in Q4 2023 and has held it in 8 quarters since.
  • Creekmur Asset Management's iShares MSCI EAFE Growth ETF position peaked at $1.83K in Q1 2024.
  • 975 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.