Global Retirement Partners’s iShares MSCI EAFE Growth ETF EFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $2.04M | Sell |
17,909
-631
| -3% | -$72.3K | 0.04% | 426 |
|
|
2025
Q3 | $2.11M | Sell |
18,540
-21,173
| -53% | -$2.36M | 0.05% | 339 |
|
|
2025
Q2 | $4.45M | Buy |
+39,713
| New | +$4.19M | 0.11% | 172 |
|
|
2024
Q4 | $3.35M | Buy |
34,597
+9,244
| +36% | +$939K | 0.1% | 204 |
|
|
2024
Q3 | $2.73M | Sell |
25,353
-6,457
| -20% | -$670K | 0.08% | 230 |
|
|
2024
Q2 | $3.25M | Buy |
31,810
+9,372
| +42% | +$958K | 0.1% | 193 |
|
|
2024
Q1 | $2.33M | Buy |
22,438
+348
| +2% | +$34.6K | 0.09% | 226 |
|
|
2023
Q4 | $2.09M | Sell |
22,090
-4,657
| -17% | -$417K | 0.09% | 217 |
|
|
2023
Q3 | $2.27M | Sell |
26,747
-3,769
| -12% | -$347K | 0.11% | 170 |
|
|
2023
Q2 | $2.91M | Sell |
30,516
-2,753
| -8% | -$262K | 0.14% | 139 |
|
|
2023
Q1 | $3.18M | Buy |
33,269
+10,051
| +43% | +$904K | 0.17% | 132 |
|
|
2022
Q4 | $1.94M | Buy |
23,218
+4,573
| +25% | +$370K | 0.13% | 158 |
|
|
2022
Q3 | $1.42M | Buy |
18,645
+6,085
| +48% | +$496K | 0.11% | 197 |
|
|
2022
Q2 | $1.01M | Buy |
12,560
+2,998
| +31% | +$260K | 0.08% | 247 |
|
|
2022
Q1 | $823K | Buy |
+9,562
| New | +$940K | 0.06% | 277 |
|
|
2021
Q4 | – | Sell |
-2,806
| Closed | -$299K | – | 632 |
|
|
2021
Q3 | $299K | Buy |
2,806
+1,013
| +56% | +$112K | 0.03% | 394 |
|
|
2021
Q2 | $192K | Buy |
1,793
+386
| +27% | +$41K | 0.02% | 462 |
|
|
2021
Q1 | $141K | Sell |
1,407
-217
| -13% | -$22.1K | 0.02% | 489 |
|
|
2020
Q4 | $164K | Buy |
1,624
+315
| +24% | +$29.8K | 0.02% | 436 |
|
|
2020
Q3 | $118K | Sell |
1,309
-133
| -9% | -$11.8K | 0.02% | 454 |
|
|
2020
Q2 | $120K | Buy |
+1,442
| New | +$113K | 0.02% | 449 |
|
|
2019
Q4 | – | Sell |
-128
| Closed | -$10K | – | 1640 |
|
|
2019
Q3 | $10K | Sell |
128
-116
| -48% | -$9.28K | ﹤0.01% | 1111 |
|
|
2019
Q2 | $20K | Hold |
244
| – | – | ﹤0.01% | 887 |
|
|
2019
Q1 | $19K | Hold |
244
| – | – | ﹤0.01% | 840 |
|
|
2018
Q4 | $17K | Hold |
244
| – | – | ﹤0.01% | 803 |
|
|
2018
Q3 | $20K | Hold |
244
| – | – | ﹤0.01% | 804 |
|
|
2018
Q2 | $19K | Hold |
244
| – | – | ﹤0.01% | 809 |
|
|
2018
Q1 | $20K | Buy |
244
+11
| +5% | +$898 | 0.01% | 758 |
|
|
2017
Q4 | $19K | Buy |
233
+77
| +49% | +$6.1K | 0.01% | 737 |
|
|
2017
Q3 | $12K | Buy |
156
+28
| +22% | +$2.12K | 0.01% | 764 |
|
|
2017
Q2 | $9K | Hold |
128
| – | – | ﹤0.01% | 810 |
|
|
2017
Q1 | $9K | Hold |
128
| – | – | 0.01% | 768 |
|
|
2016
Q4 | $8K | Buy |
+128
| New | +$8.27K | 0.01% | 740 |
|
Other funds holding EFG
NAMI
Global Retirement Partners's EFG Position: Q4 2025 in Review
Global Retirement Partners reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 3.4% in Q4 2025, selling an estimated $72.3K and leaving 17,909 shares worth $2.04M. The position accounts for 0.04% of the portfolio, ranked #426.
Global Retirement Partners first reported a position in EFG in Q4 2016 and has held it in 33 quarters since. The position peaked at $4.45M in Q2 2025. 976 funds tracked by Wall St. Rank hold EFG as of Q4 2025.
- Global Retirement Partners held 17,909 shares of iShares MSCI EAFE Growth ETF worth $2.04M as of Q4 2025.
- Global Retirement Partners sold 631 iShares MSCI EAFE Growth ETF shares in Q4 2025, an estimated $72.3K.
- iShares MSCI EAFE Growth ETF made up 0.04% of Global Retirement Partners's portfolio in Q4 2025, its #426 holding.
- Global Retirement Partners first reported a position in iShares MSCI EAFE Growth ETF in Q4 2016 and has held it in 33 quarters since.
- Global Retirement Partners's iShares MSCI EAFE Growth ETF position peaked at $4.45M in Q2 2025.
- 976 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q4 2025.
Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.