MW
EFG icon

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

Marcum Wealth’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
Q1 		– Sell
-3,074
Closed -$298K – 410
2024
Q4 		$298K Buy
+3,074
New +$312K 0.03% 281
2024
Q1 		– Sell
-2,709
Closed -$262K – 402
2023
Q4 		$262K Buy
+2,709
New +$243K 0.03% 283
2022
Q1 		– Sell
-7,493
Closed -$826K – 386
2021
Q4 		$826K Sell
7,493
-515
-6% -$56.4K 0.11% 120
2021
Q3 		$853K Buy
8,008
+422
+6% +$46.5K 0.13% 107
2021
Q2 		$814K Sell
7,586
-14
-0.2% -$1.49K 0.13% 115
2021
Q1 		$763K Buy
+7,600
New +$773K 0.13% 119

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
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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Marcum Wealth's EFG Position: Q1 2025 in Review

Marcum Wealth sold out of iShares MSCI EAFE Growth ETF (EFG) in Q1 2025, closing a stake of 3,074 shares — an estimated $298K sold.

Marcum Wealth first reported a position in EFG in Q1 2021 and held it in 6 quarters. The position peaked at $853K in Q3 2021. 964 funds tracked by Wall St. Rank hold EFG as of Q1 2025.

  • Marcum Wealth reported no remaining iShares MSCI EAFE Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Marcum Wealth sold 3,074 iShares MSCI EAFE Growth ETF shares in Q1 2025, an estimated $298K.
  • Marcum Wealth first reported a position in iShares MSCI EAFE Growth ETF in Q1 2021 and held it in 6 quarters.
  • Marcum Wealth's iShares MSCI EAFE Growth ETF position peaked at $853K in Q3 2021.
  • 964 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.