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

LGT Financial 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
Q4 		– Sell
-5,164
Closed -$588K – 282
2025
Q3 		$588K Buy
5,164
+106
+2% +$11.8K 1.27% 19
2025
Q2 		$567K Buy
5,058
+161
+3% +$17K 1.44% 17
2025
Q1 		$490K Sell
4,897
-2,271
-32% -$231K 1.5% 16
2024
Q4 		$694K Buy
7,168
+1,322
+23% +$134K 1.54% 15
2024
Q3 		$629K Sell
5,846
-146
-2% -$15.1K 1.55% 17
2024
Q2 		$613K Buy
5,992
+2,881
+93% +$294K 1.29% 16
2024
Q1 		$323K Buy
3,111
+244
+9% +$24.3K 0.38% 57
2023
Q4 		$278K Sell
2,867
-580
-17% -$52K 0.34% 65
2023
Q3 		$297K Buy
3,447
+993
+40% +$91.5K 0.38% 59
2023
Q2 		$234K Buy
+2,454
New +$233K 0.25% 101
2023
Q1 		– Sell
-1,932
Closed -$162K – 113
2022
Q4 		$162K Buy
+1,932
New +$156K 0.19% 107

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

LGT Financial Advisors's EFG Position: Q4 2025 in Review

LGT Financial Advisors sold out of iShares MSCI EAFE Growth ETF (EFG) in Q4 2025, closing a stake of 5,164 shares — an estimated $588K sold.

LGT Financial Advisors first reported a position in EFG in Q4 2022 and held it in 11 quarters. The position peaked at $694K in Q4 2024. 976 funds tracked by Wall St. Rank hold EFG as of Q4 2025.

  • LGT Financial Advisors reported no remaining iShares MSCI EAFE Growth ETF position as of Q4 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 5,164 iShares MSCI EAFE Growth ETF shares in Q4 2025, an estimated $588K.
  • LGT Financial Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q4 2022 and held it in 11 quarters.
  • LGT Financial Advisors's iShares MSCI EAFE Growth ETF position peaked at $694K in Q4 2024.
  • 976 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q4 2025.

Based on LGT Financial Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.