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Laird Norton Wetherby Wealth Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Laird Norton Wetherby 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
Q3 		$220K Hold
1,934
– – 0.01% 859
2025
Q2 		$217K Buy
+1,934
New +$204K 0.01% 843
2024
Q4 		$210K Sell
2,169
-1,474
-40% -$150K 0.01% 822
2024
Q3 		$392K Sell
3,643
-336
-8% -$34.9K 0.02% 641
2024
Q2 		$407K Buy
3,979
+373
+10% +$38.1K 0.02% 603
2024
Q1 		$374K Buy
3,606
+1,458
+68% +$145K 0.02% 663
2023
Q4 		$208K Buy
+2,148
New +$192K 0.01% 848
2023
Q3 		– Sell
-2,243
Closed -$214K – 927
2023
Q2 		$214K Hold
2,243
– – 0.01% 824
2023
Q1 		$210K Buy
+2,243
New +$202K 0.01% 809
2022
Q4 		– Sell
-3,466
Closed -$251K – 918
2022
Q3 		$251K Buy
3,466
+321
+10% +$26.2K 0.02% 720
2022
Q2 		$253K Hold
3,145
– – 0.02% 736
2022
Q1 		$303K Hold
3,145
– – 0.02% 713
2021
Q4 		$347K Hold
3,145
– – 0.02% 669
2021
Q3 		$335K Hold
3,145
– – 0.02% 658
2021
Q2 		$337K Hold
3,145
– – 0.02% 671
2021
Q1 		$316K Hold
3,145
– – 0.02% 590
2020
Q4 		$317K Hold
3,145
– – 0.02% 642
2020
Q3 		$283K Sell
3,145
-3,050
-49% -$270K 0.03% 538
2020
Q2 		$515K Buy
+6,195
New +$484K 0.05% 350

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

Laird Norton Wetherby Wealth Management's EFG Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q3 2025 at 1,934 shares worth $220K. The position accounts for 0.01% of the portfolio, ranked #859.

Laird Norton Wetherby Wealth Management first reported a position in EFG in Q2 2020 and has held it in 19 quarters since. The position peaked at $515K in Q2 2020. 975 funds tracked by Wall St. Rank hold EFG as of Q3 2025.

  • Laird Norton Wetherby Wealth Management held 1,934 shares of iShares MSCI EAFE Growth ETF worth $220K as of Q3 2025.
  • Laird Norton Wetherby Wealth Management left its iShares MSCI EAFE Growth ETF share count unchanged in Q3 2025.
  • iShares MSCI EAFE Growth ETF made up 0.01% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #859 holding.
  • Laird Norton Wetherby Wealth Management first reported a position in iShares MSCI EAFE Growth ETF in Q2 2020 and has held it in 19 quarters since.
  • Laird Norton Wetherby Wealth Management's iShares MSCI EAFE Growth ETF position peaked at $515K in Q2 2020.
  • 975 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.