LIG
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Lokken Investment Group’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Lokken Investment Group’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
-2,221
Closed -$222K – 141
2025
Q1 		$222K Sell
2,221
-557
-20% -$56.8K 0.09% 121
2024
Q4 		$269K Buy
2,778
+344
+14% +$35K 0.12% 110
2024
Q3 		$262K Sell
2,434
-448
-16% -$46.5K 0.11% 123
2024
Q2 		$295K Buy
2,882
+41
+1% +$4.19K 0.14% 110
2024
Q1 		$295K Buy
+2,841
New +$283K 0.15% 104

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Lokken Investment Group's EFG Position: Q2 2025 in Review

Lokken Investment Group sold out of iShares MSCI EAFE Growth ETF (EFG) in Q2 2025, closing a stake of 2,221 shares — an estimated $222K sold.

Lokken Investment Group first reported a position in EFG in Q1 2024 and held it in 5 quarters. The position peaked at $295K in Q1 2024. 986 funds tracked by Wall St. Rank hold EFG as of Q2 2025.

  • Lokken Investment Group reported no remaining iShares MSCI EAFE Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Lokken Investment Group sold 2,221 iShares MSCI EAFE Growth ETF shares in Q2 2025, an estimated $222K.
  • Lokken Investment Group first reported a position in iShares MSCI EAFE Growth ETF in Q1 2024 and held it in 5 quarters.
  • Lokken Investment Group's iShares MSCI EAFE Growth ETF position peaked at $295K in Q1 2024.
  • 986 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2025.

Based on Lokken Investment Group's 13F filing for Q2 2025, filed 24 Jul 2025.