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Obsidian Personal Planning Solutions’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Obsidian Personal Planning Solutions’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
Q3 		$10.9M Buy
94,155
+4,482
+5% +$499K 3.78% 9
2025
Q2 		$10M Buy
89,673
+2,984
+3% +$315K 4.06% 7
2025
Q1 		$9.05M Buy
86,689
+14,946
+21% +$1.52M 4.04% 7
2024
Q4 		$7.3M Buy
71,743
+5,910
+9% +$601K 3.52% 10
2024
Q3 		$6.64M Buy
65,833
+9,230
+16% +$958K 3.47% 10
2024
Q2 		$5.79M Buy
56,603
+3,996
+8% +$408K 3.53% 11
2024
Q1 		$5.2M Buy
52,607
+321
+0.6% +$32K 3.42% 10
2023
Q4 		$5.06M Buy
52,286
+2,876
+6% +$258K 3.85% 8
2023
Q3 		$4.26M Buy
49,410
+9,112
+23% +$840K 3.64% 9
2023
Q2 		$3.84M Buy
40,298
+2,293
+6% +$218K 4.73% 6
2023
Q1 		$3.56M Buy
38,005
+405
+1% +$36.4K 5.19% 6
2022
Q4 		$3.15M Buy
37,600
+219
+0.6% +$17.7K 5.05% 7
2022
Q3 		$2.71M Buy
37,381
+816
+2% +$66.6K 4.96% 6
2022
Q2 		$2.94M Buy
+36,565
New +$3.18M 5.02% 6

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Obsidian Personal Planning Solutions's EFG Position: Q3 2025 in Review

Obsidian Personal Planning Solutions increased its iShares MSCI EAFE Growth ETF (EFG) stake by 5% in Q3 2025, buying an estimated $499K and bringing the position to 94,155 shares worth $10.9M. The position accounts for 3.78% of the portfolio, ranked #9.

Obsidian Personal Planning Solutions first reported a position in EFG in Q2 2022 and has held it in 14 quarters since. 975 funds tracked by Wall St. Rank hold EFG as of Q3 2025.

  • Obsidian Personal Planning Solutions held 94,155 shares of iShares MSCI EAFE Growth ETF worth $10.9M as of Q3 2025.
  • Obsidian Personal Planning Solutions bought 4,482 iShares MSCI EAFE Growth ETF shares in Q3 2025, an estimated $499K.
  • iShares MSCI EAFE Growth ETF made up 3.78% of Obsidian Personal Planning Solutions's portfolio in Q3 2025, its #9 holding.
  • Obsidian Personal Planning Solutions first reported a position in iShares MSCI EAFE Growth ETF in Q2 2022 and has held it in 14 quarters since.
  • 975 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2025.

Based on Obsidian Personal Planning Solutions's 13F filing for Q3 2025, filed 13 Nov 2025.