Oliver Lagore Vanvalin Investment Group’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Oliver Lagore Vanvalin Investment Group’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	$269K	Buy	+2,685	New	+$283K	0.11%	116
2024 Q4	$491K	Buy	5,070 +619	+14%	+$62.9K	0.13%	90
2024 Q3	$479K	Sell	4,451 -1,083	-20%	-$112K	0.13%	88
2024 Q2	$566K	Buy	5,534 +1,593	+40%	+$163K	0.16%	79
2024 Q1	$409K	Sell	3,941 -734	-16%	-$73.1K	0.12%	98
2023 Q4	$453K	Sell	4,675 -4,690	-50%	-$420K	0.17%	83
2023 Q3	$808K	Sell	9,365 -9,157	-49%	-$844K	0.32%	50
2023 Q2	$1.77M	Buy	18,522 +11,568	+166%	+$1.1M	0.65%	28
2023 Q1	$651K	Buy	6,954 +2,744	+65%	+$247K	0.28%	38
2022 Q4	$353K	Sell	4,210 -3,099	-42%	-$251K	0.2%	62
2022 Q3	$530K	Buy	7,309 +1,950	+36%	+$159K	0.34%	45
2022 Q2	$431K	Buy	5,359 +200	+4%	+$17.4K	0.25%	58
2022 Q1	$518K	Sell	5,159 -65,031	-93%	-$6.39M	0.35%	55
2021 Q4	$7.74M	Buy	+70,190	New	+$7.69M	0.55%	28

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

Oliver Lagore Vanvalin Investment Group's EFG Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in iShares MSCI EAFE Growth ETF (EFG) in Q2 2025: 2,685 shares worth $269K. The stake represents 0.11% of the portfolio and ranks #116 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in EFG as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in EFG in Q4 2021 and has held it in 14 quarters since. The position peaked at $7.74M in Q4 2021. 986 funds tracked by Wall St. Rank hold EFG as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 2,685 shares of iShares MSCI EAFE Growth ETF worth $269K as of Q2 2025.
iShares MSCI EAFE Growth ETF was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
iShares MSCI EAFE Growth ETF made up 0.11% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #116 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in iShares MSCI EAFE Growth ETF in Q4 2021 and has held it in 14 quarters since.
Oliver Lagore Vanvalin Investment Group's iShares MSCI EAFE Growth ETF position peaked at $7.74M in Q4 2021.
986 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.