Gerber Kawasaki Wealth & Investment Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Gerber Kawasaki Wealth & 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 Q2	–	Sell	-4,153	Closed	-$415K	–	319
2025 Q1	$415K	Buy	4,153 +5	+0.1%	+$510	0.02%	207
2024 Q4	$402K	Sell	4,148 -151	-4%	-$15.3K	0.02%	207
2024 Q3	$463K	Buy	4,299 +543	+14%	+$56.3K	0.02%	189
2024 Q2	$384K	Buy	3,756 +763	+25%	+$78K	0.02%	198
2024 Q1	$311K	Buy	+2,993	New	+$298K	0.02%	221
2021 Q4	–	Sell	-3	Closed	-$3K	–	516
2021 Q3	$3K	Buy	+3	New	+$330	﹤0.01%	822

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's EFG Position: Q2 2025 in Review

Gerber Kawasaki Wealth & Investment Management sold out of iShares MSCI EAFE Growth ETF (EFG) in Q2 2025, closing a stake of 4,153 shares — an estimated $415K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in EFG in Q3 2021 and held it in 6 quarters. The position peaked at $463K in Q3 2024. 991 funds tracked by Wall St. Rank hold EFG as of Q2 2025.

Gerber Kawasaki Wealth & Investment Management reported no remaining iShares MSCI EAFE Growth ETF position as of Q2 2025 after selling out during the quarter.
Gerber Kawasaki Wealth & Investment Management sold 4,153 iShares MSCI EAFE Growth ETF shares in Q2 2025, an estimated $415K.
Gerber Kawasaki Wealth & Investment Management first reported a position in iShares MSCI EAFE Growth ETF in Q3 2021 and held it in 6 quarters.
Gerber Kawasaki Wealth & Investment Management's iShares MSCI EAFE Growth ETF position peaked at $463K in Q3 2024.
991 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2025.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2025, filed 14 Aug 2025.