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

Freedom 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 		– Sell
-5,993
Closed -$671K – 312
2025
Q2 		$671K Buy
5,993
+1,236
+26% +$130K 0.05% 360
2025
Q1 		$476K Buy
4,757
+951
+25% +$96.9K 0.04% 439
2024
Q4 		$369K Buy
3,806
+491
+15% +$49.9K 0.03% 526
2024
Q3 		$357K Buy
3,315
+49
+2% +$5.08K 0.03% 539
2024
Q2 		$334K Buy
3,266
+1,069
+49% +$109K 0.03% 555
2024
Q1 		$228K Buy
+2,197
New +$219K 0.02% 699
2023
Q2 		– Sell
-2,363
Closed -$221K – 719
2023
Q1 		$221K Buy
+2,363
New +$213K 0.03% 629
2022
Q1 		– Sell
-2,370
Closed -$261K – 831
2021
Q4 		$261K Buy
2,370
+150
+7% +$16.4K 0.02% 724
2021
Q3 		$236K Sell
2,220
-94
-4% -$10.3K 0.02% 708
2021
Q2 		$248K Sell
2,314
-22
-0.9% -$2.34K 0.02% 758
2021
Q1 		$235K Buy
2,336
+146
+7% +$14.8K 0.02% 735
2020
Q4 		$221K Sell
2,190
-179
-8% -$16.9K 0.02% 549
2020
Q3 		$213K Buy
+2,369
New +$210K 0.02% 492
2019
Q1 		– Sell
-3,904
Closed -$270K – 714
2018
Q4 		$270K Sell
3,904
-356
-8% -$25.9K 0.02% 610
2018
Q3 		$338K Sell
4,260
-167
-4% -$13.3K 0.02% 670
2018
Q2 		$349K Sell
4,427
-208
-4% -$16.9K 0.02% 698
2018
Q1 		$373K Buy
4,635
+166
+4% +$13.6K 0.02% 795
2017
Q4 		$361K Buy
4,469
+671
+18% +$53.2K 0.02% 798
2017
Q3 		$294K Buy
3,798
+119
+3% +$9.02K 0.02% 860
2017
Q2 		$272K Buy
3,679
+353
+11% +$25.8K 0.02% 832
2017
Q1 		$231K Buy
+3,326
New +$223K 0.01% 899

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

Freedom Investment Management's EFG Position: Q3 2025 in Review

Freedom Investment Management sold out of iShares MSCI EAFE Growth ETF (EFG) in Q3 2025, closing a stake of 5,993 shares — an estimated $671K sold.

Freedom Investment Management first reported a position in EFG in Q1 2017 and held it in 21 quarters. The position peaked at $671K in Q2 2025. 975 funds tracked by Wall St. Rank hold EFG as of Q3 2025.

  • Freedom Investment Management reported no remaining iShares MSCI EAFE Growth ETF position as of Q3 2025 after selling out during the quarter.
  • Freedom Investment Management sold 5,993 iShares MSCI EAFE Growth ETF shares in Q3 2025, an estimated $671K.
  • Freedom Investment Management first reported a position in iShares MSCI EAFE Growth ETF in Q1 2017 and held it in 21 quarters.
  • Freedom Investment Management's iShares MSCI EAFE Growth ETF position peaked at $671K in Q2 2025.
  • 975 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2025.

Based on Freedom Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.