MC
EFG icon

McMorgan & Co’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

McMorgan & Co’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
-177,750
Closed -$17.2M – 58
2024
Q4 		$17.2M Sell
177,750
-62,345
-26% -$6.34M 2.66% 11
2024
Q3 		$25.8M Sell
240,095
-7,471
-3% -$775K 3.98% 7
2024
Q2 		$25.3M Sell
247,566
-44,050
-15% -$4.5M 4.02% 7
2024
Q1 		$30.3M Sell
291,616
-5,050
-2% -$503K 5.2% 5
2023
Q4 		$28.7M Sell
296,666
-115,265
-28% -$10.3M 4.77% 6
2023
Q3 		$35.5M Buy
411,931
+8,880
+2% +$819K 6.57% 5
2023
Q2 		$38.5M Buy
403,051
+75,248
+23% +$7.16M 7.23% 4
2023
Q1 		$30.7M Buy
+327,803
New +$29.5M 6.32% 5

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 $18.1B AUM 15% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return