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Gladstone Institutional Advisory’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Gladstone Institutional Advisory’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
-2,358
Closed -$269K – 808
2025
Q3 		$269K Sell
2,358
-532
-18% -$59.3K 0.01% 682
2025
Q2 		$324K Sell
2,890
-1,293
-31% -$136K 0.01% 589
2025
Q1 		$418K Sell
4,183
-1,643
-28% -$167K 0.02% 510
2024
Q4 		$564K Buy
5,826
+444
+8% +$45.1K 0.03% 445
2024
Q3 		$579K Sell
5,382
-181
-3% -$18.8K 0.03% 416
2024
Q2 		$569K Sell
5,563
-1,268
-19% -$130K 0.03% 398
2024
Q1 		$709K Sell
6,831
-814
-11% -$81K 0.04% 347
2023
Q4 		$740K Buy
7,645
+984
+15% +$88.2K 0.04% 341
2023
Q3 		$575K Sell
6,661
-11,982
-64% -$1.1M 0.04% 362
2023
Q2 		$1.78M Buy
18,643
+1,258
+7% +$120K 0.11% 209
2023
Q1 		$1.63M Buy
17,385
+12,263
+239% +$1.1M 0.11% 219
2022
Q4 		$429K Sell
5,122
-3,377
-40% -$273K 0.03% 426
2022
Q3 		$617K Buy
8,499
+4,509
+113% +$368K 0.05% 351
2022
Q2 		$321K Sell
3,990
-563
-12% -$48.9K 0.03% 494
2022
Q1 		$438K Buy
4,553
+1,305
+40% +$128K 0.03% 459
2021
Q4 		$358K Sell
3,248
-987
-23% -$108K 0.03% 439
2021
Q3 		$451K Sell
4,235
-272
-6% -$29.9K 0.04% 356
2021
Q2 		$483K Buy
4,507
+466
+12% +$49.5K 0.06% 304
2021
Q1 		$406K Buy
4,041
+81
+2% +$8.24K 0.06% 265
2020
Q4 		$400K Buy
+3,960
New +$375K 0.08% 188

Other funds holding EFG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Gladstone Institutional Advisory's EFG Position: Q4 2025 in Review

Gladstone Institutional Advisory sold out of iShares MSCI EAFE Growth ETF (EFG) in Q4 2025, closing a stake of 2,358 shares — an estimated $269K sold.

Gladstone Institutional Advisory first reported a position in EFG in Q4 2020 and held it in 20 quarters. The position peaked at $1.78M in Q2 2023. 978 funds tracked by Wall St. Rank hold EFG as of Q4 2025.

  • Gladstone Institutional Advisory reported no remaining iShares MSCI EAFE Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 2,358 iShares MSCI EAFE Growth ETF shares in Q4 2025, an estimated $269K.
  • Gladstone Institutional Advisory first reported a position in iShares MSCI EAFE Growth ETF in Q4 2020 and held it in 20 quarters.
  • Gladstone Institutional Advisory's iShares MSCI EAFE Growth ETF position peaked at $1.78M in Q2 2023.
  • 978 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q4 2025.

Based on Gladstone Institutional Advisory's 13F filing for Q4 2025, filed 17 Feb 2026.