DOHJ LLC’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

DOHJ LLC’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	-31,453	Closed	-$3.15M	–	151
2025 Q1	$3.15M	Sell	31,453 -207	-0.7%	-$21.1K	0.72%	36
2024 Q4	$3.07M	Buy	31,660 +872	+3%	+$88.6K	0.71%	30
2024 Q3	$3.29M	Buy	30,788 +5,881	+24%	+$610K	0.77%	31
2024 Q2	$2.55M	Buy	24,907 +6,510	+35%	+$665K	0.64%	40
2024 Q1	$1.91M	Sell	18,397 -4,732	-20%	-$471K	0.51%	46
2023 Q4	$2.24M	Buy	+23,129	New	+$2.07M	0.66%	43

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

DOHJ LLC's EFG Position: Q2 2025 in Review

DOHJ LLC sold out of iShares MSCI EAFE Growth ETF (EFG) in Q2 2025, closing a stake of 31,453 shares — an estimated $3.15M sold.

DOHJ LLC first reported a position in EFG in Q4 2023 and held it in 6 quarters. The position peaked at $3.29M in Q3 2024. 986 funds tracked by Wall St. Rank hold EFG as of Q2 2025.

DOHJ LLC reported no remaining iShares MSCI EAFE Growth ETF position as of Q2 2025 after selling out during the quarter.
DOHJ LLC sold 31,453 iShares MSCI EAFE Growth ETF shares in Q2 2025, an estimated $3.15M.
DOHJ LLC first reported a position in iShares MSCI EAFE Growth ETF in Q4 2023 and held it in 6 quarters.
DOHJ LLC's iShares MSCI EAFE Growth ETF position peaked at $3.29M in Q3 2024.
986 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2025.

Based on DOHJ LLC's 13F filing for Q2 2025, filed 23 Jul 2025.