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Marshall & Sullivan’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Marshall & Sullivan’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 		– Sell
-85
Closed -$9.52K – 56
2025
Q2 		$9.52K Buy
+85
New +$8.97K ﹤0.01% 98

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

Marshall & Sullivan's EFG Position: Q3 2025 in Review

Marshall & Sullivan sold out of iShares MSCI EAFE Growth ETF (EFG) in Q3 2025, closing a stake of 85 shares — an estimated $9.52K sold.

Marshall & Sullivan first reported a position in EFG in Q2 2025 and held it in 1 quarter. The position peaked at $9.52K in Q2 2025. 975 funds tracked by Wall St. Rank hold EFG as of Q3 2025.

  • Marshall & Sullivan reported no remaining iShares MSCI EAFE Growth ETF position as of Q3 2025 after selling out during the quarter.
  • Marshall & Sullivan sold 85 iShares MSCI EAFE Growth ETF shares in Q3 2025, an estimated $9.52K.
  • Marshall & Sullivan first reported a position in iShares MSCI EAFE Growth ETF in Q2 2025 and held it in 1 quarter.
  • Marshall & Sullivan's iShares MSCI EAFE Growth ETF position peaked at $9.52K in Q2 2025.
  • 975 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2025.

Based on Marshall & Sullivan's 13F filing for Q3 2025, filed 15 Oct 2025.