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Martin Worley Group’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Martin Worley 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
Q2 		$480K Buy
4,282
+109
+3% +$11.5K 0.23% 61
2025
Q1 		$417K Hold
4,173
– – 0.24% 64
2024
Q4 		$404K Buy
+4,173
New +$424K 0.25% 64

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $91.6B AUM 29.2% 1-Year Est. Return

Martin Worley Group's EFG Position: Q2 2025 in Review

Martin Worley Group increased its iShares MSCI EAFE Growth ETF (EFG) stake by 2.6% in Q2 2025, buying an estimated $11.5K and bringing the position to 4,282 shares worth $480K. The position accounts for 0.23% of the portfolio, ranked #61.

Martin Worley Group first reported a position in EFG in Q4 2024 and has held it in 3 quarters since. 990 funds tracked by Wall St. Rank hold EFG as of Q2 2025.

  • Martin Worley Group held 4,282 shares of iShares MSCI EAFE Growth ETF worth $480K as of Q2 2025.
  • Martin Worley Group bought 109 iShares MSCI EAFE Growth ETF shares in Q2 2025, an estimated $11.5K.
  • iShares MSCI EAFE Growth ETF made up 0.23% of Martin Worley Group's portfolio in Q2 2025, its #61 holding.
  • Martin Worley Group first reported a position in iShares MSCI EAFE Growth ETF in Q4 2024 and has held it in 3 quarters since.
  • 990 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2025.

Based on Martin Worley Group's 13F filing for Q2 2025, filed 12 Aug 2025.