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LexAurum Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

LexAurum Advisors’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 		$481K Sell
4,224
-1,113
-21% -$124K 0.07% 211
2025
Q2 		$598K Buy
5,337
+979
+22% +$103K 0.09% 175
2025
Q1 		$436K Sell
4,358
-2,484
-36% -$253K 0.08% 207
2024
Q4 		$662K Buy
6,842
+154
+2% +$15.7K 0.13% 148
2024
Q3 		$720K Buy
6,688
+9
+0.1% +$934 0.16% 121
2024
Q2 		$683K Buy
6,679
+2,079
+45% +$213K 0.17% 119
2024
Q1 		$477K Buy
4,600
+91
+2% +$9.06K 0.12% 155
2023
Q4 		$437K Sell
4,509
-2,249
-33% -$202K 0.11% 166
2023
Q3 		$583K Sell
6,758
-1,709
-20% -$158K 0.17% 124
2023
Q2 		$808K Buy
8,467
+230
+3% +$21.9K 0.24% 90
2023
Q1 		$772K Buy
8,237
+2,506
+44% +$225K 0.26% 92
2022
Q4 		$480K Buy
5,731
+225
+4% +$18.2K 0.17% 123
2022
Q3 		$399K Buy
5,506
+1,546
+39% +$126K 0.15% 139
2022
Q2 		$319K Buy
3,960
+55
+1% +$4.78K 0.12% 168
2022
Q1 		$376K Sell
3,905
-2,472
-39% -$243K 0.12% 158
2021
Q4 		$703K Sell
6,377
-2,990
-32% -$327K 0.23% 91
2021
Q3 		$997K Buy
9,367
+3,204
+52% +$353K 0.29% 79
2021
Q2 		$661K Buy
6,163
+14
+0.2% +$1.49K 0.2% 130
2021
Q1 		$618K Sell
6,149
-687
-10% -$69.9K 0.21% 112
2020
Q4 		$690K Buy
6,836
+2,597
+61% +$246K 0.25% 99
2020
Q3 		$381K Buy
+4,239
New +$376K 0.16% 132

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

LexAurum Advisors's EFG Position: Q3 2025 in Review

LexAurum Advisors reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 21% in Q3 2025, selling an estimated $124K and leaving 4,224 shares worth $481K. The position accounts for 0.07% of the portfolio, ranked #211.

LexAurum Advisors first reported a position in EFG in Q3 2020 and has held it in 21 quarters since. The position peaked at $997K in Q3 2021. 975 funds tracked by Wall St. Rank hold EFG as of Q3 2025.

  • LexAurum Advisors held 4,224 shares of iShares MSCI EAFE Growth ETF worth $481K as of Q3 2025.
  • LexAurum Advisors sold 1,113 iShares MSCI EAFE Growth ETF shares in Q3 2025, an estimated $124K.
  • iShares MSCI EAFE Growth ETF made up 0.07% of LexAurum Advisors's portfolio in Q3 2025, its #211 holding.
  • LexAurum Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q3 2020 and has held it in 21 quarters since.
  • LexAurum Advisors's iShares MSCI EAFE Growth ETF position peaked at $997K in Q3 2021.
  • 975 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2025.

Based on LexAurum Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.