Israel Englander’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Israel Englander’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	-5,222	Closed	-$522K	–	5967
2025 Q1	$522K	Buy	+5,222	New	+$532K	﹤0.01%	4786
2022 Q2	–	Sell	-26,218	Closed	-$2.52M	–	7079
2022 Q1	$2.52M	Buy	+26,218	New	+$2.58M	﹤0.01%	3644
2021 Q3	–	Sell	-26,719	Closed	-$2.87M	–	6881
2021 Q2	$2.87M	Sell	26,719 -32,558	-55%	-$3.46M	﹤0.01%	3503
2021 Q1	$5.96M	Buy	+59,277	New	+$6.03M	﹤0.01%	2385
2017 Q3	–	Sell	-4,617	Closed	-$341K	–	3580
2017 Q2	$341K	Sell	4,617 -2,272	-33%	-$166K	﹤0.01%	2988
2017 Q1	$479K	Buy	+6,889	New	+$461K	﹤0.01%	2840
2015 Q1	–	Sell	-3,433	Closed	-$226K	–	3708
2014 Q4	$226K	Buy	+3,433	New	+$230K	﹤0.01%	3546

Other funds holding EFG

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

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Israel Englander's EFG Position: Q2 2025 in Review

Israel Englander sold out of iShares MSCI EAFE Growth ETF (EFG) in Q2 2025, closing a stake of 5,222 shares — an estimated $522K sold.

Israel Englander first reported a position in EFG in Q4 2014 and held it in 7 quarters. The position peaked at $5.96M in Q1 2021. 988 funds tracked by Wall St. Rank hold EFG as of Q2 2025.

Israel Englander reported no remaining iShares MSCI EAFE Growth ETF position as of Q2 2025 after selling out during the quarter.
Israel Englander sold 5,222 iShares MSCI EAFE Growth ETF shares in Q2 2025, an estimated $522K.
Israel Englander first reported a position in iShares MSCI EAFE Growth ETF in Q4 2014 and held it in 7 quarters.
Israel Englander's iShares MSCI EAFE Growth ETF position peaked at $5.96M in Q1 2021.
988 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2025.

Based on Millennium Management's 13F filing for Q2 2025, filed 14 Aug 2025.