Mach-1 Financial Group’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Mach-1 Financial 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 Q4	–	Sell	-26,303	Closed	-$3M	–	351
2025 Q3	$3M	Buy	+26,303	New	+$2.93M	0.48%	40
2024 Q3	–	Sell	-2,708	Closed	-$277K	–	91
2024 Q2	$277K	Buy	+2,708	New	+$277K	0.19%	54
2023 Q2	–	Sell	-103	Closed	-$9.65M	–	231
2023 Q1	$9.65M	Buy	+103	New	+$9.26K	0.06%	136
2022 Q4	–	Sell	-225	Closed	-$16K	–	233
2022 Q3	$16K	Sell	225 -234	-51%	-$19.1K	0.02%	179
2022 Q2	$36K	Buy	+459	New	+$39.9K	0.02%	139

Other funds holding EFG

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mach-1 Financial Group's EFG Position: Q4 2025 in Review

Mach-1 Financial Group sold out of iShares MSCI EAFE Growth ETF (EFG) in Q4 2025, closing a stake of 26,303 shares — an estimated $3M sold.

Mach-1 Financial Group first reported a position in EFG in Q2 2022 and held it in 5 quarters. The position peaked at $9.65M in Q1 2023. 976 funds tracked by Wall St. Rank hold EFG as of Q4 2025.

Mach-1 Financial Group reported no remaining iShares MSCI EAFE Growth ETF position as of Q4 2025 after selling out during the quarter.
Mach-1 Financial Group sold 26,303 iShares MSCI EAFE Growth ETF shares in Q4 2025, an estimated $3M.
Mach-1 Financial Group first reported a position in iShares MSCI EAFE Growth ETF in Q2 2022 and held it in 5 quarters.
Mach-1 Financial Group's iShares MSCI EAFE Growth ETF position peaked at $9.65M in Q1 2023.
976 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q4 2025.

Based on Mach-1 Financial Group's 13F filing for Q4 2025, filed 6 Feb 2026.