Fiducient Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Fiducient Advisors’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	-4,524	Closed	-$515K	–	179
2025 Q3	$515K	Sell	4,524 -16,222	-78%	-$1.81M	0.06%	96
2025 Q2	$2.32M	Sell	20,746 -11,535	-36%	-$1.22M	0.28%	49
2025 Q1	$3.23M	Buy	32,281 +19,268	+148%	+$1.96M	0.4%	35
2024 Q4	$1.26M	Buy	13,013 +8,819	+210%	+$896K	0.16%	66
2024 Q3	$452K	Sell	4,194 -6,266	-60%	-$650K	0.05%	90
2024 Q2	$1.07M	Buy	+10,460	New	+$1.07M	0.15%	61

Other funds holding EFG

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fiducient Advisors's EFG Position: Q4 2025 in Review

Fiducient Advisors sold out of iShares MSCI EAFE Growth ETF (EFG) in Q4 2025, closing a stake of 4,524 shares — an estimated $515K sold.

Fiducient Advisors first reported a position in EFG in Q2 2024 and held it in 6 quarters. The position peaked at $3.23M in Q1 2025. 980 funds tracked by Wall St. Rank hold EFG as of Q4 2025.

Fiducient Advisors reported no remaining iShares MSCI EAFE Growth ETF position as of Q4 2025 after selling out during the quarter.
Fiducient Advisors sold 4,524 iShares MSCI EAFE Growth ETF shares in Q4 2025, an estimated $515K.
Fiducient Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q2 2024 and held it in 6 quarters.
Fiducient Advisors's iShares MSCI EAFE Growth ETF position peaked at $3.23M in Q1 2025.
980 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q4 2025.

Based on Fiducient Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.