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Global Financial Private Client’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Global Financial Private Client’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
-1,195
Closed -$120K – 622
2025
Q1 		$120K Sell
1,195
-888
-43% -$90.5K 0.05% 248
2024
Q4 		$202K Buy
2,083
+97
+5% +$9.86K 0.08% 199
2024
Q3 		$214K Sell
1,986
-230
-10% -$23.9K 0.08% 192
2024
Q2 		$227K Buy
2,216
+804
+57% +$82.2K 0.09% 179
2024
Q1 		$146K Buy
1,412
+217
+18% +$21.6K 0.06% 201
2023
Q4 		$116K Sell
1,195
-524
-30% -$47K 0.05% 212
2023
Q3 		$146K Sell
1,719
-1,222
-42% -$113K 0.08% 182
2023
Q2 		$279K Buy
2,941
+646
+28% +$61.5K 0.14% 152
2023
Q1 		$216K Sell
2,295
-270
-11% -$24.3K 0.11% 150
2022
Q4 		$215K Sell
2,565
-8,939
-78% -$723K 0.12% 137
2022
Q3 		$850K Buy
11,504
+182
+2% +$14.8K 0.49% 52
2022
Q2 		$913K Sell
11,322
-3,077
-21% -$267K 0.52% 48
2022
Q1 		$1.4M Sell
14,399
-10,325
-42% -$1.02M 0.68% 32
2021
Q4 		$2.73M Buy
24,724
+2,318
+10% +$254K 1.32% 19
2021
Q3 		$2.39M Buy
22,406
+8,532
+61% +$939K 1.23% 20
2021
Q2 		$1.49M Buy
13,874
+5,503
+66% +$585K 0.83% 24
2021
Q1 		$856K Buy
8,371
+2,833
+51% +$288K 0.61% 38
2020
Q4 		$559K Buy
5,538
+1,382
+33% +$131K 0.44% 53
2020
Q3 		$377K Buy
4,156
+166
+4% +$14.7K 0.33% 66
2020
Q2 		$333K Buy
+3,990
New +$312K 0.29% 73

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

Global Financial Private Client's EFG Position: Q2 2025 in Review

Global Financial Private Client sold out of iShares MSCI EAFE Growth ETF (EFG) in Q2 2025, closing a stake of 1,195 shares — an estimated $120K sold.

Global Financial Private Client first reported a position in EFG in Q2 2020 and held it in 20 quarters. The position peaked at $2.73M in Q4 2021. 986 funds tracked by Wall St. Rank hold EFG as of Q2 2025.

  • Global Financial Private Client reported no remaining iShares MSCI EAFE Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 1,195 iShares MSCI EAFE Growth ETF shares in Q2 2025, an estimated $120K.
  • Global Financial Private Client first reported a position in iShares MSCI EAFE Growth ETF in Q2 2020 and held it in 20 quarters.
  • Global Financial Private Client's iShares MSCI EAFE Growth ETF position peaked at $2.73M in Q4 2021.
  • 986 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.