GPS Wealth Strategies Group’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

GPS Wealth Strategies Group’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	-2,681	Closed	-$305K	–	847
2025 Q3	$305K	Buy	2,681 +1,476	+122%	+$164K	0.03%	264
2025 Q2	$135K	Buy	1,205 +1	+0.1%	+$105	0.02%	396
2025 Q1	$120K	Hold	1,204	–	–	0.02%	409
2024 Q4	$117K	Buy	1,204 +880	+272%	+$89.4K	0.02%	396
2024 Q3	$34.9K	Buy	324 +185	+133%	+$19.2K	﹤0.01%	669
2024 Q2	$14.2K	Buy	139 +79	+132%	+$8.07K	﹤0.01%	834
2024 Q1	$6.23K	Buy	60 +53	+757%	+$5.28K	﹤0.01%	961
2023 Q4	$678	Hold	7	–	–	﹤0.01%	1180
2023 Q3	$604	Hold	7	–	–	﹤0.01%	1206
2023 Q2	$668	Hold	7	–	–	﹤0.01%	1184
2023 Q1	$656	Buy	+7	New	+$630	﹤0.01%	1186
2022 Q4	–	Sell	-7	Closed	-$1K	–	399
2022 Q3	$1K	Hold	7	–	–	﹤0.01%	1076
2022 Q2	$1K	Hold	7	–	–	﹤0.01%	1061
2022 Q1	$1K	Hold	7	–	–	﹤0.01%	992
2021 Q4	$1K	Hold	7	–	–	﹤0.01%	1012
2021 Q3	$1K	Hold	7	–	–	﹤0.01%	980
2021 Q2	$1K	Hold	7	–	–	﹤0.01%	993
2021 Q1	$0	Buy	+7	New	+$712	﹤0.01%	932

Other funds holding EFG

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

GPS Wealth Strategies Group's EFG Position: Q4 2025 in Review

GPS Wealth Strategies Group sold out of iShares MSCI EAFE Growth ETF (EFG) in Q4 2025, closing a stake of 2,681 shares — an estimated $305K sold.

GPS Wealth Strategies Group first reported a position in EFG in Q1 2021 and held it in 18 quarters. The position peaked at $305K in Q3 2025. 976 funds tracked by Wall St. Rank hold EFG as of Q4 2025.

GPS Wealth Strategies Group reported no remaining iShares MSCI EAFE Growth ETF position as of Q4 2025 after selling out during the quarter.
GPS Wealth Strategies Group sold 2,681 iShares MSCI EAFE Growth ETF shares in Q4 2025, an estimated $305K.
GPS Wealth Strategies Group first reported a position in iShares MSCI EAFE Growth ETF in Q1 2021 and held it in 18 quarters.
GPS Wealth Strategies Group's iShares MSCI EAFE Growth ETF position peaked at $305K in Q3 2025.
976 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.