LRWM
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Lord & Richards Wealth Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Lord & Richards 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
Q2 		– Sell
-1,752
Closed -$175K – 79
2025
Q1 		$175K Sell
1,752
-2,289
-57% -$233K 0.2% 72
2024
Q4 		$391K Buy
+4,041
New +$411K 0.83% 49

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

Lord & Richards Wealth Management's EFG Position: Q2 2025 in Review

Lord & Richards Wealth Management sold out of iShares MSCI EAFE Growth ETF (EFG) in Q2 2025, closing a stake of 1,752 shares — an estimated $175K sold.

Lord & Richards Wealth Management first reported a position in EFG in Q4 2024 and held it in 2 quarters. The position peaked at $391K in Q4 2024. 986 funds tracked by Wall St. Rank hold EFG as of Q2 2025.

  • Lord & Richards Wealth Management reported no remaining iShares MSCI EAFE Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Lord & Richards Wealth Management sold 1,752 iShares MSCI EAFE Growth ETF shares in Q2 2025, an estimated $175K.
  • Lord & Richards Wealth Management first reported a position in iShares MSCI EAFE Growth ETF in Q4 2024 and held it in 2 quarters.
  • Lord & Richards Wealth Management's iShares MSCI EAFE Growth ETF position peaked at $391K in Q4 2024.
  • 986 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2025.

Based on Lord & Richards Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.