Optimum Investment Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Optimum Investment Advisors’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	$50.9K	Hold	447	–	–	0.02%	344
2025 Q2	$50.1K	Hold	447	–	–	0.02%	341
2025 Q1	$44.7K	Hold	447	–	–	0.02%	353
2024 Q4	$43.3K	Hold	447	–	–	0.02%	359
2024 Q3	$48.1K	Hold	447	–	–	0.02%	357
2024 Q2	$45.7K	Hold	447	–	–	0.02%	366
2024 Q1	$46.4K	Hold	447	–	–	0.02%	377
2023 Q4	$43.3K	Hold	447	–	–	0.02%	369
2023 Q3	$38.6K	Hold	447	–	–	0.02%	396
2023 Q2	$42.6K	Hold	447	–	–	0.02%	390
2023 Q1	$41.9K	Hold	447	–	–	0.02%	392
2022 Q4	$37.4K	Hold	447	–	–	0.02%	422
2022 Q3	$32K	Hold	447	–	–	0.02%	442
2022 Q2	$36K	Hold	447	–	–	0.02%	443
2022 Q1	$43K	Hold	447	–	–	0.02%	462
2021 Q4	$49K	Hold	447	–	–	0.02%	462
2021 Q3	$48K	Hold	447	–	–	0.02%	459
2021 Q2	$48K	Buy	447 +200	+81%	+$21.3K	0.02%	517
2021 Q1	$25K	Hold	247	–	–	0.01%	629
2020 Q4	$25K	Hold	247	–	–	0.01%	593
2020 Q3	$22K	Buy	+247	New	+$21.9K	0.01%	589

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Optimum Investment Advisors's EFG Position: Q3 2025 in Review

Optimum Investment Advisors held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q3 2025 at 447 shares worth $50.9K. The position accounts for 0.02% of the portfolio, ranked #344.

Optimum Investment Advisors first reported a position in EFG in Q3 2020 and has held it in 21 quarters since. 975 funds tracked by Wall St. Rank hold EFG as of Q3 2025.

Optimum Investment Advisors held 447 shares of iShares MSCI EAFE Growth ETF worth $50.9K as of Q3 2025.
Optimum Investment Advisors left its iShares MSCI EAFE Growth ETF share count unchanged in Q3 2025.
iShares MSCI EAFE Growth ETF made up 0.02% of Optimum Investment Advisors's portfolio in Q3 2025, its #344 holding.
Optimum Investment Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q3 2020 and has held it in 21 quarters since.
975 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.