Investor's Fiduciary Advisor Network’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Investor's Fiduciary Advisor Network’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	–	Sell	-1,868	Closed	-$212K	–	276
2025 Q3	$212K	Sell	1,868 -4,875	-72%	-$543K	0.07%	228
2025 Q2	$755K	Sell	6,743 -5,399	-44%	-$570K	0.28%	97
2025 Q1	$1.21M	Sell	12,142 -927	-7%	-$94.5K	0.57%	53
2024 Q4	$1.26M	Buy	+13,069	New	+$1.33M	0.48%	56

Other funds holding EFG

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Investor's Fiduciary Advisor Network's EFG Position: Q4 2025 in Review

Investor's Fiduciary Advisor Network sold out of iShares MSCI EAFE Growth ETF (EFG) in Q4 2025, closing a stake of 1,868 shares — an estimated $212K sold.

Investor's Fiduciary Advisor Network first reported a position in EFG in Q4 2024 and held it in 4 quarters. The position peaked at $1.26M in Q4 2024. 976 funds tracked by Wall St. Rank hold EFG as of Q4 2025.

Investor's Fiduciary Advisor Network reported no remaining iShares MSCI EAFE Growth ETF position as of Q4 2025 after selling out during the quarter.
Investor's Fiduciary Advisor Network sold 1,868 iShares MSCI EAFE Growth ETF shares in Q4 2025, an estimated $212K.
Investor's Fiduciary Advisor Network first reported a position in iShares MSCI EAFE Growth ETF in Q4 2024 and held it in 4 quarters.
Investor's Fiduciary Advisor Network's iShares MSCI EAFE Growth ETF position peaked at $1.26M in Q4 2024.
976 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q4 2025.

Based on Investor's Fiduciary Advisor Network's 13F filing for Q4 2025, filed 12 Feb 2026.