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Fifth Third Securities’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Fifth Third Securities’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 		– Sell
-2,992
Closed -$335K – 313
2025
Q2 		$335K Hold
2,992
– – 0.03% 271
2025
Q1 		$299K Sell
2,992
-514
-15% -$52.4K 0.03% 270
2024
Q4 		$339K Hold
3,506
– – 0.03% 264
2024
Q3 		$377K Hold
3,506
– – 0.04% 218
2024
Q2 		$359K Sell
3,506
-132
-4% -$13.5K 0.03% 238
2024
Q1 		$378K Sell
3,638
-490
-12% -$48.8K 0.04% 206
2023
Q4 		$400K Buy
4,128
+361
+10% +$32.4K 0.04% 200
2023
Q3 		$325K Buy
3,767
+17
+0.5% +$1.57K 0.04% 197
2023
Q2 		$358K Sell
3,750
-46
-1% -$4.38K 0.04% 195
2023
Q1 		$356K Sell
3,796
-323
-8% -$29.1K 0.04% 187
2022
Q4 		$345K Sell
4,119
-117
-3% -$9.46K 0.05% 178
2022
Q3 		$307K Buy
4,236
+504
+14% +$41.1K 0.04% 184
2022
Q2 		$300K Buy
+3,732
New +$324K 0.04% 184
2018
Q4 		– Sell
-2,957
Closed -$236K – 60
2018
Q3 		$236K Buy
+2,957
New +$236K 0.08% 132

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

Fifth Third Securities's EFG Position: Q3 2025 in Review

Fifth Third Securities sold out of iShares MSCI EAFE Growth ETF (EFG) in Q3 2025, closing a stake of 2,992 shares — an estimated $335K sold.

Fifth Third Securities first reported a position in EFG in Q3 2018 and held it in 14 quarters. The position peaked at $400K in Q4 2023. 975 funds tracked by Wall St. Rank hold EFG as of Q3 2025.

  • Fifth Third Securities reported no remaining iShares MSCI EAFE Growth ETF position as of Q3 2025 after selling out during the quarter.
  • Fifth Third Securities sold 2,992 iShares MSCI EAFE Growth ETF shares in Q3 2025, an estimated $335K.
  • Fifth Third Securities first reported a position in iShares MSCI EAFE Growth ETF in Q3 2018 and held it in 14 quarters.
  • Fifth Third Securities's iShares MSCI EAFE Growth ETF position peaked at $400K in Q4 2023.
  • 975 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2025.

Based on Fifth Third Securities's 13F filing for Q3 2025, filed 10 Oct 2025.