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

Monterey Private 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	$245K	Buy	+2,449	New	+$250K	0.07%	110

Other funds holding EFG

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

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

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

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

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

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

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 Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

Monterey Private Wealth's EFG Position: Q1 2025 in Review

Monterey Private Wealth opened a new position in iShares MSCI EAFE Growth ETF (EFG) in Q1 2025: 2,449 shares worth $245K. The stake represents 0.07% of the portfolio and ranks #110 among its holdings.

964 funds tracked by Wall St. Rank hold EFG as of Q1 2025.

Monterey Private Wealth held 2,449 shares of iShares MSCI EAFE Growth ETF worth $245K as of Q1 2025.
iShares MSCI EAFE Growth ETF was a new Monterey Private Wealth position in Q1 2025.
iShares MSCI EAFE Growth ETF made up 0.07% of Monterey Private Wealth's portfolio in Q1 2025, its #110 holding.
964 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2025.

Based on Monterey Private Wealth's 13F filing for Q1 2025, filed 14 May 2025.