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

Pineridge 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	$176K	Buy	1,543 +90	+6%	+$10K	0.05%	56
2025 Q2	$163K	Buy	1,453 +15	+1%	+$1.58K	0.06%	55
2025 Q1	$144K	Buy	1,438 +32	+2%	+$3.26K	0.06%	58
2024 Q4	$136K	Sell	1,406 -266	-16%	-$27K	0.05%	71
2024 Q3	$180K	Sell	1,672 -47	-3%	-$4.88K	0.07%	63
2024 Q2	$176K	Buy	1,719 +168	+11%	+$17.2K	0.06%	67
2024 Q1	$161K	Sell	1,551 -324	-17%	-$32.3K	0.06%	66
2023 Q4	$182K	Buy	+1,875	New	+$168K	0.06%	75

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

Pineridge Advisors's EFG Position: Q3 2025 in Review

Pineridge Advisors increased its iShares MSCI EAFE Growth ETF (EFG) stake by 6.2% in Q3 2025, buying an estimated $10K and bringing the position to 1,543 shares worth $176K. The position accounts for 0.05% of the portfolio, ranked #56.

Pineridge Advisors first reported a position in EFG in Q4 2023 and has held it in 8 quarters since. The position peaked at $182K in Q4 2023. 975 funds tracked by Wall St. Rank hold EFG as of Q3 2025.

Pineridge Advisors held 1,543 shares of iShares MSCI EAFE Growth ETF worth $176K as of Q3 2025.
Pineridge Advisors bought 90 iShares MSCI EAFE Growth ETF shares in Q3 2025, an estimated $10K.
iShares MSCI EAFE Growth ETF made up 0.05% of Pineridge Advisors's portfolio in Q3 2025, its #56 holding.
Pineridge Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q4 2023 and has held it in 8 quarters since.
Pineridge Advisors's iShares MSCI EAFE Growth ETF position peaked at $182K in Q4 2023.
975 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2025.

Based on Pineridge Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.