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Global Trust Asset Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Global Trust Asset 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
Q4 		– Sell
-34
Closed -$3.87K – 478
2025
Q3 		$3.87K Buy
34
+28
+467% +$3.12K ﹤0.01% 433
2025
Q2 		$672 Hold
6
– – ﹤0.01% 459
2025
Q1 		$600 Hold
6
– – ﹤0.01% 445
2024
Q4 		$581 Hold
6
– – ﹤0.01% 498
2024
Q3 		$646 Hold
6
– – ﹤0.01% 468
2024
Q2 		$614 Hold
6
– – ﹤0.01% 448
2024
Q1 		$623 Hold
6
– – ﹤0.01% 440
2023
Q4 		$581 Buy
+6
New +$538 ﹤0.01% 432

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

Global Trust Asset Management's EFG Position: Q4 2025 in Review

Global Trust Asset Management sold out of iShares MSCI EAFE Growth ETF (EFG) in Q4 2025, closing a stake of 34 shares — an estimated $3.87K sold.

Global Trust Asset Management first reported a position in EFG in Q4 2023 and held it in 8 quarters. The position peaked at $3.87K in Q3 2025. 978 funds tracked by Wall St. Rank hold EFG as of Q4 2025.

  • Global Trust Asset Management reported no remaining iShares MSCI EAFE Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Global Trust Asset Management sold 34 iShares MSCI EAFE Growth ETF shares in Q4 2025, an estimated $3.87K.
  • Global Trust Asset Management first reported a position in iShares MSCI EAFE Growth ETF in Q4 2023 and held it in 8 quarters.
  • Global Trust Asset Management's iShares MSCI EAFE Growth ETF position peaked at $3.87K in Q3 2025.
  • 978 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q4 2025.

Based on Global Trust Asset Management's 13F filing for Q4 2025, filed 20 Jan 2026.