Northeast Financial Consultants’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Northeast Financial Consultants’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	$388K	Hold	3,463	–	–	0.02%	228
2025 Q1	$346K	Hold	3,463	–	–	0.02%	227
2024 Q4	$335K	Hold	3,463	–	–	0.01%	235
2024 Q3	$373K	Hold	3,463	–	–	0.02%	226
2024 Q2	$354K	Hold	3,463	–	–	0.02%	217
2024 Q1	$359K	Hold	3,463	–	–	0.02%	223
2023 Q4	$335K	Hold	3,463	–	–	0.02%	224
2023 Q3	$299K	Hold	3,463	–	–	0.02%	226
2023 Q2	$330K	Hold	3,463	–	–	0.02%	220
2023 Q1	$324K	Hold	3,463	–	–	0.02%	241
2022 Q4	$290K	Hold	3,463	–	–	0.02%	249
2022 Q3	$251K	Hold	3,463	–	–	0.02%	287
2022 Q2	$279K	Hold	3,463	–	–	0.02%	268
2022 Q1	$333K	Hold	3,463	–	–	0.02%	288
2021 Q4	$382K	Buy	+3,463	New	+$379K	0.02%	253
2021 Q3	–	Sell	-3,463	Closed	-$372K	–	355
2021 Q2	$372K	Buy	+3,463	New	+$368K	0.03%	261

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

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

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

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Northeast Financial Consultants's EFG Position: Q2 2025 in Review

Northeast Financial Consultants held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q2 2025 at 3,463 shares worth $388K. The position accounts for 0.02% of the portfolio, ranked #228.

Northeast Financial Consultants first reported a position in EFG in Q2 2021 and has held it in 16 quarters since. 986 funds tracked by Wall St. Rank hold EFG as of Q2 2025.

Northeast Financial Consultants held 3,463 shares of iShares MSCI EAFE Growth ETF worth $388K as of Q2 2025.
Northeast Financial Consultants left its iShares MSCI EAFE Growth ETF share count unchanged in Q2 2025.
iShares MSCI EAFE Growth ETF made up 0.02% of Northeast Financial Consultants's portfolio in Q2 2025, its #228 holding.
Northeast Financial Consultants first reported a position in iShares MSCI EAFE Growth ETF in Q2 2021 and has held it in 16 quarters since.
986 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2025.

Based on Northeast Financial Consultants's 13F filing for Q2 2025, filed 15 Aug 2025.