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ORG Partners’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

ORG Partners’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 		$179K Sell
1,571
-1,613
-51% -$185K 0.03% 350
2025
Q3 		$368K Sell
3,184
-3,326
-51% -$371K 0.07% 246
2025
Q2 		$725K Buy
6,510
+3,310
+103% +$349K 0.15% 127
2025
Q1 		$320K Sell
3,200
-78,296
-96% -$7.98M 0.08% 196
2024
Q4 		$7.89M Buy
81,496
+3,615
+5% +$367K 1.07% 25
2024
Q3 		$8.38M Buy
77,881
+334
+0.4% +$34.7K 1.34% 17
2024
Q2 		$7.92M Buy
+77,547
New +$7.93M 0.99% 22
2024
Q1 		– Sell
-69,413
Closed -$6.72M – 688
2023
Q4 		$6.72M Buy
69,413
+68,080
+5,107% +$6.1M 1.12% 22
2023
Q3 		$115K Sell
1,333
-65,089
-98% -$6M 0.03% 381
2023
Q2 		$6.3M Buy
66,422
+1,622
+3% +$154K 1.02% 19
2023
Q1 		$6.09M Buy
+64,800
New +$5.83M 1.48% 17

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

ORG Partners's EFG Position: Q4 2025 in Review

ORG Partners reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 51% in Q4 2025, selling an estimated $185K and leaving 1,571 shares worth $179K. The position accounts for 0.03% of the portfolio, ranked #350.

ORG Partners first reported a position in EFG in Q1 2023 and has held it in 11 quarters since. The position peaked at $8.38M in Q3 2024. 976 funds tracked by Wall St. Rank hold EFG as of Q4 2025.

  • ORG Partners held 1,571 shares of iShares MSCI EAFE Growth ETF worth $179K as of Q4 2025.
  • ORG Partners sold 1,613 iShares MSCI EAFE Growth ETF shares in Q4 2025, an estimated $185K.
  • iShares MSCI EAFE Growth ETF made up 0.03% of ORG Partners's portfolio in Q4 2025, its #350 holding.
  • ORG Partners first reported a position in iShares MSCI EAFE Growth ETF in Q1 2023 and has held it in 11 quarters since.
  • ORG Partners's iShares MSCI EAFE Growth ETF position peaked at $8.38M in Q3 2024.
  • 976 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.