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Old Mission Capital’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Old Mission Capital’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
Q4 		– Sell
-79,047
Closed -$9M – 1084
2025
Q3 		$9M Buy
79,047
+43,976
+125% +$4.9M 0.18% 61
2025
Q2 		$3.93M Sell
35,071
-899,674
-96% -$94.9M 0.07% 135
2025
Q1 		$93.5M Buy
+934,745
New +$95.3M 1.23% 14
2024
Q4 		– Sell
-40,454
Closed -$4.35M – 985
2024
Q3 		$4.35M Buy
40,454
+24,043
+147% +$2.49M 0.06% 203
2024
Q2 		$1.68M Sell
16,411
-130,628
-89% -$13.4M 0.03% 337
2024
Q1 		$15.3M Buy
+147,039
New +$14.6M 0.26% 77
2023
Q4 		– Sell
-46,900
Closed -$4.05M – 1397
2023
Q3 		$4.05M Buy
46,900
+18,572
+66% +$1.71M 0.09% 191
2023
Q2 		$2.7M Sell
28,328
-362,737
-93% -$34.5M 0.06% 212
2023
Q1 		$36.6M Buy
391,065
+337,607
+632% +$30.4M 0.73% 30
2022
Q4 		$4.48M Sell
53,458
-195,517
-79% -$15.8M 0.13% 167
2022
Q3 		$18.1M Buy
248,975
+225,842
+976% +$18.4M 0.57% 26
2022
Q2 		$1.86M Sell
23,133
-6,769
-23% -$588K 0.05% 359
2022
Q1 		$2.88M Buy
+29,902
New +$2.94M 0.08% 223
2021
Q4 		– Sell
-57,914
Closed -$6.17M – 1080
2021
Q3 		$6.17M Buy
+57,914
New +$6.38M 0.25% 75
2021
Q2 		– Sell
-350,533
Closed -$35.2M – 1067
2021
Q1 		$35.2M Buy
350,533
+340,747
+3,482% +$34.6M 1.96% 4
2020
Q4 		$987K Buy
+9,786
New +$926K 0.06% 248
2017
Q1 		– Sell
-12,625
Closed -$804K – 364
2016
Q4 		$804K Buy
+12,625
New +$815K 0.06% 201
2016
Q3 		– Sell
-12,738
Closed -$833K – 370
2016
Q2 		$833K Buy
12,738
+982
+8% +$64.9K 0.06% 164
2016
Q1 		$774K Buy
+11,756
New +$744K 0.07% 137
2015
Q4 		– Sell
-11,432
Closed -$729K – 296
2015
Q3 		$729K Buy
+11,432
New +$779K 0.1% 106

Other funds holding EFG

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Old Mission Capital's EFG Position: Q4 2025 in Review

Old Mission Capital sold out of iShares MSCI EAFE Growth ETF (EFG) in Q4 2025, closing a stake of 79,047 shares — an estimated $9M sold.

Old Mission Capital first reported a position in EFG in Q3 2015 and held it in 20 quarters. The position peaked at $93.5M in Q1 2025. 976 funds tracked by Wall St. Rank hold EFG as of Q4 2025.

  • Old Mission Capital reported no remaining iShares MSCI EAFE Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Old Mission Capital sold 79,047 iShares MSCI EAFE Growth ETF shares in Q4 2025, an estimated $9M.
  • Old Mission Capital first reported a position in iShares MSCI EAFE Growth ETF in Q3 2015 and held it in 20 quarters.
  • Old Mission Capital's iShares MSCI EAFE Growth ETF position peaked at $93.5M in Q1 2025.
  • 976 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q4 2025.

Based on Old Mission Capital's 13F filing for Q4 2025, filed 17 Feb 2026.