High Note Wealth’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

High Note Wealth’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	-58	Closed	-$6.5K	–	913
2025 Q2	$6.5K	Hold	58	–	–	﹤0.01%	356
2025 Q1	$5.8K	Hold	58	–	–	﹤0.01%	369
2024 Q4	$5.62K	Buy	+58	New	+$5.89K	﹤0.01%	398

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

High Note Wealth's EFG Position: Q3 2025 in Review

High Note Wealth sold out of iShares MSCI EAFE Growth ETF (EFG) in Q3 2025, closing a stake of 58 shares — an estimated $6.5K sold.

High Note Wealth first reported a position in EFG in Q4 2024 and held it in 3 quarters. The position peaked at $6.5K in Q2 2025. 975 funds tracked by Wall St. Rank hold EFG as of Q3 2025.

High Note Wealth reported no remaining iShares MSCI EAFE Growth ETF position as of Q3 2025 after selling out during the quarter.
High Note Wealth sold 58 iShares MSCI EAFE Growth ETF shares in Q3 2025, an estimated $6.5K.
High Note Wealth first reported a position in iShares MSCI EAFE Growth ETF in Q4 2024 and held it in 3 quarters.
High Note Wealth's iShares MSCI EAFE Growth ETF position peaked at $6.5K in Q2 2025.
975 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2025.

Based on High Note Wealth's 13F filing for Q3 2025, filed 4 Nov 2025.