LGWM
EFG icon

Litman Gregory Wealth Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Litman Gregory 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
Q4 		$82.3K Buy
+723
New +$82.9K 0.01% 195
2021
Q3 		– Sell
-225
Closed -$225K – 78
2021
Q2 		$225K Sell
225
-675
-75% -$71.7K 0.04% 71
2021
Q1 		$90K Buy
+900
New +$91.5K 0.02% 80

Other funds holding EFG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Litman Gregory Wealth Management's EFG Position: Q4 2025 in Review

Litman Gregory Wealth Management opened a new position in iShares MSCI EAFE Growth ETF (EFG) in Q4 2025: 723 shares worth $82.3K. The stake represents 0.01% of the portfolio and ranks #195 among its holdings. This is a return to the name: Litman Gregory Wealth Management previously reported a position in EFG as recently as Q2 2021.

Litman Gregory Wealth Management first reported a position in EFG in Q1 2021 and has held it in 3 quarters since. The position peaked at $225K in Q2 2021. 980 funds tracked by Wall St. Rank hold EFG as of Q4 2025.

  • Litman Gregory Wealth Management held 723 shares of iShares MSCI EAFE Growth ETF worth $82.3K as of Q4 2025.
  • iShares MSCI EAFE Growth ETF was a new Litman Gregory Wealth Management position in Q4 2025.
  • iShares MSCI EAFE Growth ETF made up 0.01% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #195 holding.
  • Litman Gregory Wealth Management first reported a position in iShares MSCI EAFE Growth ETF in Q1 2021 and has held it in 3 quarters since.
  • Litman Gregory Wealth Management's iShares MSCI EAFE Growth ETF position peaked at $225K in Q2 2021.
  • 980 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.