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Impact Partnership Wealth’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Impact Partnership 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
-2,220
Closed -$249K – 327
2025
Q2 		$249K Buy
2,220
+25
+1% +$2.64K 0.05% 240
2025
Q1 		$219K Buy
2,195
+26
+1% +$2.65K 0.05% 221
2024
Q4 		$210K Buy
+2,169
New +$220K 0.04% 270
2024
Q2 		– Sell
-764
Closed -$79.3K – 341
2024
Q1 		$79.3K Sell
764
-50
-6% -$4.98K 0.03% 278
2023
Q4 		$78.8K Sell
814
-381
-32% -$34.1K 0.03% 280
2023
Q3 		$103K Buy
1,195
+1,100
+1,158% +$101K 0.03% 314
2023
Q2 		$9.06K Buy
+95
New +$9.04K ﹤0.01% 429

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Impact Partnership Wealth's EFG Position: Q3 2025 in Review

Impact Partnership Wealth sold out of iShares MSCI EAFE Growth ETF (EFG) in Q3 2025, closing a stake of 2,220 shares — an estimated $249K sold.

Impact Partnership Wealth first reported a position in EFG in Q2 2023 and held it in 7 quarters. The position peaked at $249K in Q2 2025. 975 funds tracked by Wall St. Rank hold EFG as of Q3 2025.

  • Impact Partnership Wealth reported no remaining iShares MSCI EAFE Growth ETF position as of Q3 2025 after selling out during the quarter.
  • Impact Partnership Wealth sold 2,220 iShares MSCI EAFE Growth ETF shares in Q3 2025, an estimated $249K.
  • Impact Partnership Wealth first reported a position in iShares MSCI EAFE Growth ETF in Q2 2023 and held it in 7 quarters.
  • Impact Partnership Wealth's iShares MSCI EAFE Growth ETF position peaked at $249K in Q2 2025.
  • 975 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2025.

Based on Impact Partnership Wealth's 13F filing for Q3 2025, filed 3 Nov 2025.