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Financial Advocates Investment Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Financial Advocates Investment 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 		$616K Sell
5,406
-7,158
-57% -$798K 0.35% 70
2025
Q2 		$1.41M Sell
12,564
-1,531
-11% -$161K 0.11% 174
2025
Q1 		$1.41M Sell
14,095
-7,734
-35% -$788K 0.1% 217
2024
Q4 		$2.11M Buy
21,829
+19,220
+737% +$1.95M 0.12% 173
2024
Q3 		$274K Sell
2,609
-14,350
-85% -$1.49M 0.02% 629
2024
Q2 		$3.1M Buy
16,959
+11,666
+220% +$1.19M 0.19% 115
2024
Q1 		$419K Sell
5,293
-14,693
-74% -$1.46M 0.02% 495
2023
Q4 		$922K Buy
19,986
+16,268
+438% +$1.46M 0.06% 302
2023
Q3 		$330K Sell
3,718
-21,103
-85% -$1.95M 0.02% 498
2023
Q2 		$2.37M Buy
24,821
+563
+2% +$53.6K 0.17% 139
2023
Q1 		$2.27M Buy
24,258
+7,619
+46% +$685K 0.16% 147
2022
Q4 		$1.39M Sell
16,639
-1,425
-8% -$115K 0.1% 225
2022
Q3 		$1.31M Buy
18,064
+3,081
+21% +$251K 0.11% 207
2022
Q2 		$1.21M Sell
14,983
-5,448
-27% -$473K 0.1% 234
2022
Q1 		$1.97M Sell
20,431
-5,424
-21% -$533K 0.13% 196
2021
Q4 		$2.85M Buy
25,855
+3,049
+13% +$334K 0.18% 133
2021
Q3 		$2.43M Buy
22,806
+7,396
+48% +$814K 0.16% 150
2021
Q2 		$1.65M Buy
15,410
+771
+5% +$81.9K 0.11% 227
2021
Q1 		$1.47M Buy
14,639
+10,242
+233% +$1.04M 0.1% 227
2020
Q4 		$455K Sell
4,397
-8,138
-65% -$770K 0.03% 468
2020
Q3 		$1.13M Sell
12,535
-1,101
-8% -$97.6K 0.1% 228
2020
Q2 		$1.13M Buy
+13,636
New +$1.06M 0.11% 228

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 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 $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Financial Advocates Investment Management's EFG Position: Q3 2025 in Review

Financial Advocates Investment Management reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 57% in Q3 2025, selling an estimated $798K and leaving 5,406 shares worth $616K. The position accounts for 0.35% of the portfolio, ranked #70.

Financial Advocates Investment Management first reported a position in EFG in Q2 2020 and has held it in 22 quarters since. The position peaked at $3.1M in Q2 2024. 975 funds tracked by Wall St. Rank hold EFG as of Q3 2025.

  • Financial Advocates Investment Management held 5,406 shares of iShares MSCI EAFE Growth ETF worth $616K as of Q3 2025.
  • Financial Advocates Investment Management sold 7,158 iShares MSCI EAFE Growth ETF shares in Q3 2025, an estimated $798K.
  • iShares MSCI EAFE Growth ETF made up 0.35% of Financial Advocates Investment Management's portfolio in Q3 2025, its #70 holding.
  • Financial Advocates Investment Management first reported a position in iShares MSCI EAFE Growth ETF in Q2 2020 and has held it in 22 quarters since.
  • Financial Advocates Investment Management's iShares MSCI EAFE Growth ETF position peaked at $3.1M in Q2 2024.
  • 975 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.