FCI
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Financial Counselors Inc’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Financial Counselors Inc’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
-13,733
Closed -$1.37M – 173
2025
Q1 		$1.37M Sell
13,733
-60
-0.4% -$6.12K 0.02% 300
2024
Q4 		$1.34M Sell
13,793
-1,370
-9% -$139K 0.02% 301
2024
Q3 		$1.63M Buy
15,163
+1,244
+9% +$129K 0.02% 291
2024
Q2 		$1.42M Sell
13,919
-86
-0.6% -$8.79K 0.02% 293
2024
Q1 		$1.45M Sell
14,005
-1,257
-8% -$125K 0.02% 292
2023
Q4 		$1.48M Sell
15,262
-25
-0.2% -$2.24K 0.03% 292
2023
Q3 		$1.32M Sell
15,287
-14
-0.1% -$1.29K 0.03% 296
2023
Q2 		$1.46M Buy
15,301
+8,537
+126% +$812K 0.03% 274
2023
Q1 		$634K Sell
6,764
-3,590
-35% -$323K 0.01% 341
2022
Q4 		$867K Buy
10,354
+4,957
+92% +$401K 0.02% 313
2022
Q3 		$392K Sell
5,397
-527
-9% -$43K 0.01% 372
2022
Q2 		$477K Sell
5,924
-756
-11% -$65.7K 0.01% 356
2022
Q1 		$643K Sell
6,680
-176
-3% -$17.3K 0.01% 340
2021
Q4 		$756K Buy
6,856
+2,288
+50% +$251K 0.02% 330
2021
Q3 		$486K Buy
4,568
+191
+4% +$21K 0.01% 372
2021
Q2 		$470K Buy
4,377
+562
+15% +$59.7K 0.01% 381
2021
Q1 		$383K Sell
3,815
-2,873
-43% -$292K 0.01% 399
2020
Q4 		$675K Buy
6,688
+2,285
+52% +$216K 0.02% 336
2020
Q3 		$396K Sell
4,403
-29
-0.7% -$2.57K 0.01% 362
2020
Q2 		$368K Buy
4,432
+49
+1% +$3.83K 0.01% 389
2020
Q1 		$312K Buy
4,383
+86
+2% +$6.97K 0.01% 357
2019
Q4 		$372K Buy
4,297
+255
+6% +$21.3K 0.01% 382
2019
Q3 		$325K Buy
4,042
+974
+32% +$77.9K 0.01% 402
2019
Q2 		$248K Sell
3,068
-125
-4% -$9.87K 0.01% 443
2019
Q1 		$247K Buy
+3,193
New +$237K 0.01% 444
2018
Q4 		– Sell
-2,568
Closed -$206K – 485
2018
Q3 		$206K Hold
2,568
– – 0.01% 461
2018
Q2 		$202K Buy
+2,568
New +$208K 0.01% 461

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 $16B AUM 26.77% 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 $20.9B AUM 19.34% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Financial Counselors Inc's EFG Position: Q2 2025 in Review

Financial Counselors Inc sold out of iShares MSCI EAFE Growth ETF (EFG) in Q2 2025, closing a stake of 13,733 shares — an estimated $1.37M sold.

Financial Counselors Inc first reported a position in EFG in Q2 2018 and held it in 27 quarters. The position peaked at $1.63M in Q3 2024. 986 funds tracked by Wall St. Rank hold EFG as of Q2 2025.

  • Financial Counselors Inc reported no remaining iShares MSCI EAFE Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Financial Counselors Inc sold 13,733 iShares MSCI EAFE Growth ETF shares in Q2 2025, an estimated $1.37M.
  • Financial Counselors Inc first reported a position in iShares MSCI EAFE Growth ETF in Q2 2018 and held it in 27 quarters.
  • Financial Counselors Inc's iShares MSCI EAFE Growth ETF position peaked at $1.63M in Q3 2024.
  • 986 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2025.

Based on Financial Counselors Inc's 13F filing for Q2 2025, filed 1 Aug 2025.