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Morningstar Investment Services’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Morningstar Investment Services’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
2024
Q4 		– Sell
-66,141
Closed -$7.14M – 203
2024
Q3 		$7.14M Buy
66,141
+16,418
+33% +$1.7M 0.07% 136
2024
Q2 		$5.1M Buy
49,723
+24,680
+99% +$2.52M 0.06% 139
2024
Q1 		$2.61M Sell
25,043
-4,537
-15% -$452K 0.03% 151
2023
Q4 		$2.86M Buy
29,580
+18,477
+166% +$1.66M 0.02% 172
2023
Q3 		$958K Buy
11,103
+7,286
+191% +$672K 0.01% 178
2023
Q2 		$359K Buy
+3,817
New +$363K ﹤0.01% 211

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Morningstar Investment Services's EFG Position: Q4 2024 in Review

Morningstar Investment Services sold out of iShares MSCI EAFE Growth ETF (EFG) in Q4 2024, closing a stake of 66,141 shares — an estimated $7.14M sold.

Morningstar Investment Services first reported a position in EFG in Q2 2023 and held it in 6 quarters. The position peaked at $7.14M in Q3 2024. 986 funds tracked by Wall St. Rank hold EFG as of Q4 2024.

  • Morningstar Investment Services reported no remaining iShares MSCI EAFE Growth ETF position as of Q4 2024 after selling out during the quarter.
  • Morningstar Investment Services sold 66,141 iShares MSCI EAFE Growth ETF shares in Q4 2024, an estimated $7.14M.
  • Morningstar Investment Services first reported a position in iShares MSCI EAFE Growth ETF in Q2 2023 and held it in 6 quarters.
  • Morningstar Investment Services's iShares MSCI EAFE Growth ETF position peaked at $7.14M in Q3 2024.
  • 986 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q4 2024.

Based on Morningstar Investment Services's 13F filing for Q4 2024, filed 12 Feb 2025.