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Investors Research Corp’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Investors Research Corp’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
-74
Closed -$8.43K – 857
2025
Q3 		$8.43K Buy
74
+11
+17% +$1.23K ﹤0.01% 657
2025
Q2 		$7.06K Hold
63
– – ﹤0.01% 702
2025
Q1 		$6.3K Buy
+63
New +$6.42K ﹤0.01% 733

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

Investors Research Corp's EFG Position: Q4 2025 in Review

Investors Research Corp sold out of iShares MSCI EAFE Growth ETF (EFG) in Q4 2025, closing a stake of 74 shares — an estimated $8.43K sold.

Investors Research Corp first reported a position in EFG in Q1 2025 and held it in 3 quarters. The position peaked at $8.43K in Q3 2025. 976 funds tracked by Wall St. Rank hold EFG as of Q4 2025.

  • Investors Research Corp reported no remaining iShares MSCI EAFE Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Investors Research Corp sold 74 iShares MSCI EAFE Growth ETF shares in Q4 2025, an estimated $8.43K.
  • Investors Research Corp first reported a position in iShares MSCI EAFE Growth ETF in Q1 2025 and held it in 3 quarters.
  • Investors Research Corp's iShares MSCI EAFE Growth ETF position peaked at $8.43K in Q3 2025.
  • 976 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q4 2025.

Based on Investors Research Corp's 13F filing for Q4 2025, filed 6 Jan 2026.