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

FSC Wealth 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	-10,915	Closed	-$1.24M	–	41
2025 Q3	$1.24M	Buy	10,915 +1,981	+22%	+$221K	0.72%	32
2025 Q2	$1M	Buy	8,934 +471	+6%	+$49.7K	0.63%	31
2025 Q1	$846K	Buy	8,463 +2,200	+35%	+$224K	0.56%	31
2024 Q4	$606K	Buy	6,263 +1,631	+35%	+$166K	0.39%	39
2024 Q3	$499K	Buy	4,632 +985	+27%	+$102K	0.36%	46
2024 Q2	$373K	Buy	3,647 +2,053	+129%	+$210K	0.28%	45
2024 Q1	$165K	Buy	1,594 +839	+111%	+$83.5K	0.12%	60
2023 Q4	$73.1K	Buy	755 +228	+43%	+$20.4K	0.05%	81
2023 Q3	$45.5K	Buy	527 +38	+8%	+$3.5K	0.05%	80
2023 Q2	$46.7K	Buy	489 +232	+90%	+$22.1K	0.04%	75
2023 Q1	$24.1K	Buy	257 +48	+23%	+$4.32K	0.04%	86
2022 Q4	$17.5K	Buy	209 +59	+39%	+$4.77K	0.03%	91
2022 Q3	$11K	Buy	150 +7	+5%	+$571	0.11%	103
2022 Q2	$12K	Buy	143 +5	+4%	+$434	0.11%	97
2022 Q1	$13K	Buy	138 +103	+294%	+$10.1K	0.01%	112
2021 Q4	$4K	Buy	+35	New	+$3.83K	﹤0.01%	148

Other funds holding EFG

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FSC Wealth Advisors's EFG Position: Q4 2025 in Review

FSC Wealth Advisors sold out of iShares MSCI EAFE Growth ETF (EFG) in Q4 2025, closing a stake of 10,915 shares — an estimated $1.24M sold.

FSC Wealth Advisors first reported a position in EFG in Q4 2021 and held it in 16 quarters. The position peaked at $1.24M in Q3 2025. 976 funds tracked by Wall St. Rank hold EFG as of Q4 2025.

FSC Wealth Advisors reported no remaining iShares MSCI EAFE Growth ETF position as of Q4 2025 after selling out during the quarter.
FSC Wealth Advisors sold 10,915 iShares MSCI EAFE Growth ETF shares in Q4 2025, an estimated $1.24M.
FSC Wealth Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q4 2021 and held it in 16 quarters.
FSC Wealth Advisors's iShares MSCI EAFE Growth ETF position peaked at $1.24M in Q3 2025.
976 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q4 2025.

Based on FSC Wealth Advisors's 13F filing for Q4 2025, filed 22 Jan 2026.