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

Lion Street 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	$228K	Sell	2,051 -1,871	-48%	-$209K	0.08%	200
2025 Q2	$439K	Buy	3,922 +1,002	+34%	+$106K	0.13%	162
2025 Q1	$292K	Sell	2,920 -1,573	-35%	-$160K	0.09%	207
2024 Q4	$435K	Buy	4,493 +1,687	+60%	+$171K	0.14%	150
2024 Q3	$302K	Buy	2,806 +641	+30%	+$66.5K	0.11%	196
2024 Q2	$222K	Buy	+2,165	New	+$221K	0.08%	241
2023 Q3	–	Sell	-2,139	Closed	-$237K	–	263
2023 Q2	$237K	Buy	+2,139	New	+$203K	0.08%	206
2021 Q1	–	Sell	-2,184	Closed	-$206K	–	21
2020 Q4	$206K	Sell	2,184 -441	-17%	-$41.7K	0.5%	40
2020 Q3	$232K	Buy	+2,625	New	+$233K	0.47%	48

Other funds holding EFG

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

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

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

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

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Lion Street Advisors's EFG Position: Q3 2025 in Review

Lion Street Advisors reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 48% in Q3 2025, selling an estimated $209K and leaving 2,051 shares worth $228K. The position accounts for 0.08% of the portfolio, ranked #200.

Lion Street Advisors first reported a position in EFG in Q3 2020 and has held it in 9 quarters since. The position peaked at $439K in Q2 2025. 978 funds tracked by Wall St. Rank hold EFG as of Q3 2025.

Lion Street Advisors held 2,051 shares of iShares MSCI EAFE Growth ETF worth $228K as of Q3 2025.
Lion Street Advisors sold 1,871 iShares MSCI EAFE Growth ETF shares in Q3 2025, an estimated $209K.
iShares MSCI EAFE Growth ETF made up 0.08% of Lion Street Advisors's portfolio in Q3 2025, its #200 holding.
Lion Street Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q3 2020 and has held it in 9 quarters since.
Lion Street Advisors's iShares MSCI EAFE Growth ETF position peaked at $439K in Q2 2025.
978 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2025.

Based on Lion Street Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.