Lane & Associates’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Lane & Associates’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 Q1	$6.04M	Sell	60,440 -15,751	-21%	-$1.61M	3.26%	5
2024 Q4	$7.75M	Buy	76,191 +12,127	+19%	+$1.23M	4.01%	4
2024 Q3	$6.9M	Buy	64,064 +11,808	+23%	+$1.23M	3.76%	4
2024 Q2	$5.35M	Buy	52,256 +5,534	+12%	+$566K	3.15%	7
2024 Q1	$4.85M	Buy	46,722 +4,246	+10%	+$423K	3.05%	7
2023 Q4	$4.11M	Buy	42,476 +2,076	+5%	+$186K	2.99%	7
2023 Q3	$3.49M	Buy	40,400 +816	+2%	+$75.2K	2.8%	8
2023 Q2	$3.78M	Buy	39,584 +5,983	+18%	+$569K	3%	8
2023 Q1	$3.15M	Buy	33,601 +26,713	+388%	+$2.4M	2.81%	9
2022 Q4	$577K	Buy	+6,888	New	+$557K	0.55%	43

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Lane & Associates's EFG Position: Q1 2025 in Review

Lane & Associates reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 21% in Q1 2025, selling an estimated $1.61M and leaving 60,440 shares worth $6.04M. The position accounts for 3.26% of the portfolio, ranked #5.

Lane & Associates first reported a position in EFG in Q4 2022 and has held it in 10 quarters since. The position peaked at $7.75M in Q4 2024. 964 funds tracked by Wall St. Rank hold EFG as of Q1 2025.

Lane & Associates held 60,440 shares of iShares MSCI EAFE Growth ETF worth $6.04M as of Q1 2025.
Lane & Associates sold 15,751 iShares MSCI EAFE Growth ETF shares in Q1 2025, an estimated $1.61M.
iShares MSCI EAFE Growth ETF made up 3.26% of Lane & Associates's portfolio in Q1 2025, its #5 holding.
Lane & Associates first reported a position in iShares MSCI EAFE Growth ETF in Q4 2022 and has held it in 10 quarters since.
Lane & Associates's iShares MSCI EAFE Growth ETF position peaked at $7.75M in Q4 2024.
964 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2025.

Based on Lane & Associates's 13F filing for Q1 2025, filed 1 May 2025.