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Optivise Advisory Services’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Optivise Advisory Services’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
-6,782
Closed -$772K – 206
2025
Q3 		$772K Sell
6,782
-2,061
-23% -$230K 0.46% 55
2025
Q2 		$990K Sell
8,843
-415
-4% -$43.8K 0.51% 53
2025
Q1 		$926K Sell
9,258
-808
-8% -$82.4K 0.52% 47
2024
Q4 		$975K Buy
10,066
+251
+3% +$25.5K 0.53% 54
2024
Q3 		$1.06M Buy
9,815
+1,045
+12% +$108K 0.56% 47
2024
Q2 		$897K Buy
+8,770
New +$896K 0.48% 59

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

Optivise Advisory Services's EFG Position: Q4 2025 in Review

Optivise Advisory Services sold out of iShares MSCI EAFE Growth ETF (EFG) in Q4 2025, closing a stake of 6,782 shares — an estimated $772K sold.

Optivise Advisory Services first reported a position in EFG in Q2 2024 and held it in 6 quarters. The position peaked at $1.06M in Q3 2024. 976 funds tracked by Wall St. Rank hold EFG as of Q4 2025.

  • Optivise Advisory Services reported no remaining iShares MSCI EAFE Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Optivise Advisory Services sold 6,782 iShares MSCI EAFE Growth ETF shares in Q4 2025, an estimated $772K.
  • Optivise Advisory Services first reported a position in iShares MSCI EAFE Growth ETF in Q2 2024 and held it in 6 quarters.
  • Optivise Advisory Services's iShares MSCI EAFE Growth ETF position peaked at $1.06M in Q3 2024.
  • 976 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q4 2025.

Based on Optivise Advisory Services's 13F filing for Q4 2025, filed 12 Jan 2026.