HFA
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High Falls Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

High Falls 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
Q4 		$1.54M Sell
13,483
-15,968
-54% -$1.83M 0.31% 33
2025
Q3 		$3.35M Sell
29,451
-81,675
-73% -$9.1M 0.69% 27
2025
Q2 		$12.4M Sell
111,126
-6,785
-6% -$716K 2.75% 12
2025
Q1 		$11.8M Sell
117,911
-101,322
-46% -$10.3M 2.77% 10
2024
Q4 		$21.2M Buy
219,233
+28,944
+15% +$2.94M 4.92% 6
2024
Q3 		$20.5M Sell
190,289
-18,736
-9% -$1.94M 4.69% 7
2024
Q2 		$21.4M Buy
209,025
+73,438
+54% +$7.51M 5.19% 6
2024
Q1 		$14.1M Buy
135,587
+8,461
+7% +$842K 3.54% 7
2023
Q4 		$12.3M Sell
127,126
-64,263
-34% -$5.76M 3.29% 6
2023
Q3 		$16.5M Sell
191,389
-51,109
-21% -$4.71M 4.96% 5
2023
Q2 		$23.1M Buy
242,498
+1,913
+0.8% +$182K 6.6% 4
2023
Q1 		$22.5M Buy
240,585
+77,320
+47% +$6.95M 6.71% 4
2022
Q4 		$13.7M Sell
163,265
-25,287
-13% -$2.04M 4.26% 6
2022
Q3 		$13.7M Buy
188,552
+53,941
+40% +$4.4M 4.48% 6
2022
Q2 		$10.8M Buy
134,611
+1,566
+1% +$136K 3.37% 7
2022
Q1 		$12.8M Sell
133,045
-88,650
-40% -$8.72M 3.44% 6
2021
Q4 		$24.5M Buy
221,695
+10,314
+5% +$1.13M 6.24% 5
2021
Q3 		$22.5M Buy
211,381
+58,745
+38% +$6.47M 6.11% 6
2021
Q2 		$16.4M Buy
152,636
+2,488
+2% +$264K 4.41% 8
2021
Q1 		$15.1M Buy
150,148
+50,965
+51% +$5.18M 4.33% 6
2020
Q4 		$10M Buy
99,183
+17,636
+22% +$1.67M 2.9% 13
2020
Q3 		$7K Buy
81,547
+2,504
+3% +$222K 2.43% 20
2020
Q2 		$6.57M Buy
+79,043
New +$6.17M 2.45% 17

Other funds holding EFG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

High Falls Advisors's EFG Position: Q4 2025 in Review

High Falls Advisors reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 54% in Q4 2025, selling an estimated $1.83M and leaving 13,483 shares worth $1.54M. The position accounts for 0.31% of the portfolio, ranked #33.

High Falls Advisors first reported a position in EFG in Q2 2020 and has held it in 23 quarters since. The position peaked at $24.5M in Q4 2021. 976 funds tracked by Wall St. Rank hold EFG as of Q4 2025.

  • High Falls Advisors held 13,483 shares of iShares MSCI EAFE Growth ETF worth $1.54M as of Q4 2025.
  • High Falls Advisors sold 15,968 iShares MSCI EAFE Growth ETF shares in Q4 2025, an estimated $1.83M.
  • iShares MSCI EAFE Growth ETF made up 0.31% of High Falls Advisors's portfolio in Q4 2025, its #33 holding.
  • High Falls Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q2 2020 and has held it in 23 quarters since.
  • High Falls Advisors's iShares MSCI EAFE Growth ETF position peaked at $24.5M in Q4 2021.
  • 976 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q4 2025.

Based on High Falls Advisors's 13F filing for Q4 2025, filed 18 Feb 2026.