EK
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Evensky & Katz’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Evensky & Katz’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
-8,059
Closed -$806K – 74
2025
Q1 		$806K Hold
8,059
– – 0.05% 56
2024
Q4 		$780K Buy
8,059
+46
+0.6% +$4.67K 0.05% 57
2024
Q3 		$863K Sell
8,013
-149
-2% -$15.5K 0.06% 56
2024
Q2 		$835K Sell
8,162
-23
-0.3% -$2.35K 0.06% 58
2024
Q1 		$850K Sell
8,185
-5
-0.1% -$498 0.06% 56
2023
Q4 		$793K Buy
8,190
+38
+0.5% +$3.4K 0.06% 57
2023
Q3 		$704K Sell
8,152
-84
-1% -$7.74K 0.06% 54
2023
Q2 		$785K Buy
8,236
+63
+0.8% +$5.99K 0.06% 55
2023
Q1 		$766K Hold
8,173
– – 0.06% 54
2022
Q4 		$685K Buy
8,173
+14
+0.2% +$1.13K 0.06% 58
2022
Q3 		$592K Hold
8,159
– – 0.07% 55
2022
Q2 		$657K Buy
8,159
+73
+0.9% +$6.34K 0.08% 55
2022
Q1 		$778K Buy
8,086
+7
+0.1% +$688 0.08% 49
2021
Q4 		$891K Sell
8,079
-372
-4% -$40.7K 0.09% 47
2021
Q3 		$900K Hold
8,451
– – 0.09% 44
2021
Q2 		$907K Buy
8,451
+56
+0.7% +$5.95K 0.09% 44
2021
Q1 		$843K Sell
8,395
-504
-6% -$51.3K 0.09% 43
2020
Q4 		$898K Buy
8,899
+26
+0.3% +$2.46K 0.11% 42
2020
Q3 		$798K Sell
8,873
-61
-0.7% -$5.41K 0.11% 44
2020
Q2 		$743K Buy
8,934
+44
+0.5% +$3.44K 0.11% 46
2020
Q1 		$632K Hold
8,890
– – 0.1% 49
2019
Q4 		$768K Sell
8,890
-5,042
-36% -$421K 0.11% 45
2019
Q3 		$1.12M Buy
13,932
+1
+0% +$80 0.15% 50
2019
Q2 		$1.13M Buy
13,931
+146
+1% +$11.5K 0.16% 48
2019
Q1 		$1.07M Buy
+13,785
New +$1.02M 0.15% 49

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Evensky & Katz's EFG Position: Q2 2025 in Review

Evensky & Katz sold out of iShares MSCI EAFE Growth ETF (EFG) in Q2 2025, closing a stake of 8,059 shares — an estimated $806K sold.

Evensky & Katz first reported a position in EFG in Q1 2019 and held it in 25 quarters. The position peaked at $1.13M in Q2 2019. 986 funds tracked by Wall St. Rank hold EFG as of Q2 2025.

  • Evensky & Katz reported no remaining iShares MSCI EAFE Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Evensky & Katz sold 8,059 iShares MSCI EAFE Growth ETF shares in Q2 2025, an estimated $806K.
  • Evensky & Katz first reported a position in iShares MSCI EAFE Growth ETF in Q1 2019 and held it in 25 quarters.
  • Evensky & Katz's iShares MSCI EAFE Growth ETF position peaked at $1.13M in Q2 2019.
  • 986 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2025.

Based on Evensky & Katz's 13F filing for Q2 2025, filed 22 Jul 2025.