Herold Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Herold Advisors’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 Q3	–	Sell	-2,519	Closed	-$282K	–	273
2025 Q2	$282K	Sell	2,519 -83	-3%	-$8.76K	0.06%	253
2025 Q1	$260K	Sell	2,602 -2,360	-48%	-$241K	0.06%	241
2024 Q4	$480K	Buy	4,962 +807	+19%	+$82K	0.1%	186
2024 Q3	$447K	Buy	+4,155	New	+$431K	0.1%	196
2023 Q4	–	Sell	-3,487	Closed	-$301K	–	246
2023 Q3	$301K	Sell	3,487 -519	-13%	-$47.8K	0.09%	200
2023 Q2	$382K	Sell	4,006 -148	-4%	-$14.1K	0.12%	176
2023 Q1	$389K	Buy	+4,154	New	+$374K	0.13%	158
2022 Q2	–	Sell	-150	Closed	-$14.4K	–	313
2022 Q1	$14.4K	Buy	+150	New	+$14.7K	0.01%	557
2021 Q4	–	Sell	-150	Closed	-$15K	–	310
2021 Q3	$15K	Buy	+150	New	+$16.5K	0.01%	547

Other funds holding EFG

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

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

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Herold Advisors's EFG Position: Q3 2025 in Review

Herold Advisors sold out of iShares MSCI EAFE Growth ETF (EFG) in Q3 2025, closing a stake of 2,519 shares — an estimated $282K sold.

Herold Advisors first reported a position in EFG in Q3 2021 and held it in 9 quarters. The position peaked at $480K in Q4 2024. 975 funds tracked by Wall St. Rank hold EFG as of Q3 2025.

Herold Advisors reported no remaining iShares MSCI EAFE Growth ETF position as of Q3 2025 after selling out during the quarter.
Herold Advisors sold 2,519 iShares MSCI EAFE Growth ETF shares in Q3 2025, an estimated $282K.
Herold Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q3 2021 and held it in 9 quarters.
Herold Advisors's iShares MSCI EAFE Growth ETF position peaked at $480K in Q4 2024.
975 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2025.

Based on Herold Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.