IWM
EFG icon

IMG Wealth Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

IMG Wealth 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
Q2 		– Sell
-170
Closed -$17K – 493
2025
Q1 		$17K Buy
170
+78
+85% +$7.95K 0.02% 199
2024
Q4 		$8.91K Buy
+92
New +$9.35K 0.01% 197

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

IMG Wealth Management's EFG Position: Q2 2025 in Review

IMG Wealth Management sold out of iShares MSCI EAFE Growth ETF (EFG) in Q2 2025, closing a stake of 170 shares — an estimated $17K sold.

IMG Wealth Management first reported a position in EFG in Q4 2024 and held it in 2 quarters. The position peaked at $17K in Q1 2025. 986 funds tracked by Wall St. Rank hold EFG as of Q2 2025.

  • IMG Wealth Management reported no remaining iShares MSCI EAFE Growth ETF position as of Q2 2025 after selling out during the quarter.
  • IMG Wealth Management sold 170 iShares MSCI EAFE Growth ETF shares in Q2 2025, an estimated $17K.
  • IMG Wealth Management first reported a position in iShares MSCI EAFE Growth ETF in Q4 2024 and held it in 2 quarters.
  • IMG Wealth Management's iShares MSCI EAFE Growth ETF position peaked at $17K in Q1 2025.
  • 986 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2025.

Based on IMG Wealth Management's 13F filing for Q2 2025, filed 30 Jul 2025.