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Lowe Wealth Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Lowe Wealth 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 		$5.35K Buy
47
+20
+74% +$2.23K ﹤0.01% 282
2025
Q2 		$3.02K Hold
27
– – ﹤0.01% 316
2025
Q1 		$2.7K Hold
27
– – ﹤0.01% 326
2024
Q4 		$2.61K Hold
27
– – ﹤0.01% 316
2024
Q3 		$2.91K Hold
27
– – ﹤0.01% 270
2024
Q2 		$2.76K Buy
+27
New +$2.76K ﹤0.01% 271

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lowe Wealth Advisors's EFG Position: Q3 2025 in Review

Lowe Wealth Advisors increased its iShares MSCI EAFE Growth ETF (EFG) stake by 74% in Q3 2025, buying an estimated $2.23K and bringing the position to 47 shares worth $5.35K. The position accounts for ﹤0.01% of the portfolio, ranked #282.

Lowe Wealth Advisors first reported a position in EFG in Q2 2024 and has held it in 6 quarters since. 975 funds tracked by Wall St. Rank hold EFG as of Q3 2025.

  • Lowe Wealth Advisors held 47 shares of iShares MSCI EAFE Growth ETF worth $5.35K as of Q3 2025.
  • Lowe Wealth Advisors bought 20 iShares MSCI EAFE Growth ETF shares in Q3 2025, an estimated $2.23K.
  • iShares MSCI EAFE Growth ETF made up ﹤0.01% of Lowe Wealth Advisors's portfolio in Q3 2025, its #282 holding.
  • Lowe Wealth Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q2 2024 and has held it in 6 quarters since.
  • 975 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.