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PFG Private Wealth Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

PFG Private Wealth Management’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 		– Sell
-94
Closed -$9.4K – 113
2025
Q1 		$9.4K Hold
94
– – 0.01% 157
2024
Q4 		$9.1K Sell
94
-29
-24% -$2.95K 0.01% 139
2024
Q3 		$13.2K Hold
123
– – 0.01% 133
2024
Q2 		$12.6K Hold
123
– – 0.01% 132
2024
Q1 		$12.8K Hold
123
– – 0.01% 128
2023
Q4 		$11.9K Hold
123
– – 0.01% 122
2023
Q3 		$10.6K Hold
123
– – 0.01% 188
2023
Q2 		$11.7K Hold
123
– – 0.01% 203
2023
Q1 		$11.5K Sell
123
-39
-24% -$3.51K 0.01% 195
2022
Q4 		$14K Hold
162
– – 0.01% 172
2022
Q3 		$12K Sell
162
-16
-9% -$1.3K 0.01% 173
2022
Q2 		$14K Sell
178
-245
-58% -$21.3K 0.01% 184
2022
Q1 		$41K Sell
423
-367
-46% -$36.1K 0.02% 156
2021
Q4 		$87K Sell
790
-55,909
-99% -$6.12M 0.04% 133
2021
Q3 		$6.04M Buy
56,699
+3,645
+7% +$401K 3.53% 13
2021
Q2 		$5.69M Sell
53,054
-121
-0.2% -$12.9K 3.69% 13
2021
Q1 		$5.34M Buy
53,175
+2,003
+4% +$204K 3.68% 13
2020
Q4 		$5.16M Buy
51,172
+3,548
+7% +$336K 3.96% 12
2020
Q3 		$4.28M Sell
47,624
-426
-0.9% -$37.8K 3.73% 12
2020
Q2 		$3.99M Buy
48,050
+866
+2% +$67.6K 3.76% 12
2020
Q1 		$3.35M Buy
47,184
+5,013
+12% +$406K 3.61% 13
2019
Q4 		$3.65M Buy
+42,171
New +$3.52M 3.26% 11

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

PFG Private Wealth Management's EFG Position: Q2 2025 in Review

PFG Private Wealth Management sold out of iShares MSCI EAFE Growth ETF (EFG) in Q2 2025, closing a stake of 94 shares — an estimated $9.4K sold.

PFG Private Wealth Management first reported a position in EFG in Q4 2019 and held it in 22 quarters. The position peaked at $6.04M in Q3 2021. 986 funds tracked by Wall St. Rank hold EFG as of Q2 2025.

  • PFG Private Wealth Management reported no remaining iShares MSCI EAFE Growth ETF position as of Q2 2025 after selling out during the quarter.
  • PFG Private Wealth Management sold 94 iShares MSCI EAFE Growth ETF shares in Q2 2025, an estimated $9.4K.
  • PFG Private Wealth Management first reported a position in iShares MSCI EAFE Growth ETF in Q4 2019 and held it in 22 quarters.
  • PFG Private Wealth Management's iShares MSCI EAFE Growth ETF position peaked at $6.04M in Q3 2021.
  • 986 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2025.

Based on PFG Private Wealth Management's 13F filing for Q2 2025, filed 11 Aug 2025.