Logan Capital Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Logan Capital 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 Q2	–	Sell	-1,235	Closed	-$124K	–	514
2025 Q1	$124K	Buy	1,235 +125	+11%	+$12.7K	0.01%	299
2024 Q4	$108K	Hold	1,110	–	–	﹤0.01%	310
2024 Q3	$119K	Hold	1,110	–	–	﹤0.01%	311
2024 Q2	$113K	Hold	1,110	–	–	﹤0.01%	308
2024 Q1	$115K	Buy	1,110 +28	+3%	+$2.79K	﹤0.01%	307
2023 Q4	$105K	Hold	1,082	–	–	﹤0.01%	324
2023 Q3	$93.3K	Sell	1,082 -13	-1%	-$1.2K	﹤0.01%	322
2023 Q2	$104K	Hold	1,095	–	–	0.01%	312
2023 Q1	$102K	Sell	1,095 -71	-6%	-$6.39K	0.01%	320
2022 Q4	$97.7K	Hold	1,166	–	–	0.01%	318
2022 Q3	$85K	Hold	1,166	–	–	0.01%	312
2022 Q2	$94K	Buy	1,166 +88	+8%	+$7.64K	0.01%	313
2022 Q1	$104K	Buy	1,078 +112	+12%	+$11K	0.01%	316
2021 Q4	$107K	Hold	966	–	–	﹤0.01%	322
2021 Q3	$103K	Hold	966	–	–	﹤0.01%	318
2021 Q2	$104K	Hold	966	–	–	﹤0.01%	313
2021 Q1	$97K	Buy	+966	New	+$98.2K	﹤0.01%	309

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

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

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

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Logan Capital Management's EFG Position: Q2 2025 in Review

Logan Capital Management sold out of iShares MSCI EAFE Growth ETF (EFG) in Q2 2025, closing a stake of 1,235 shares — an estimated $124K sold.

Logan Capital Management first reported a position in EFG in Q1 2021 and held it in 17 quarters. The position peaked at $124K in Q1 2025. 986 funds tracked by Wall St. Rank hold EFG as of Q2 2025.

Logan Capital Management reported no remaining iShares MSCI EAFE Growth ETF position as of Q2 2025 after selling out during the quarter.
Logan Capital Management sold 1,235 iShares MSCI EAFE Growth ETF shares in Q2 2025, an estimated $124K.
Logan Capital Management first reported a position in iShares MSCI EAFE Growth ETF in Q1 2021 and held it in 17 quarters.
Logan Capital Management's iShares MSCI EAFE Growth ETF position peaked at $124K in Q1 2025.
986 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2025.

Based on Logan Capital Management's 13F filing for Q2 2025, filed 1 Aug 2025.