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Proffitt & Goodson’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Proffitt & Goodson’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
-75
Closed -$7.5K – 267
2025
Q1 		$7.5K Buy
+75
New +$7.64K ﹤0.01% 210
2022
Q1 		– Sell
-15
Closed -$2K – 276
2021
Q4 		$2K Buy
+15
New +$1.64K ﹤0.01% 239

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

Proffitt & Goodson's EFG Position: Q2 2025 in Review

Proffitt & Goodson sold out of iShares MSCI EAFE Growth ETF (EFG) in Q2 2025, closing a stake of 75 shares — an estimated $7.5K sold.

Proffitt & Goodson first reported a position in EFG in Q4 2021 and held it in 2 quarters. The position peaked at $7.5K in Q1 2025. 986 funds tracked by Wall St. Rank hold EFG as of Q2 2025.

  • Proffitt & Goodson reported no remaining iShares MSCI EAFE Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Proffitt & Goodson sold 75 iShares MSCI EAFE Growth ETF shares in Q2 2025, an estimated $7.5K.
  • Proffitt & Goodson first reported a position in iShares MSCI EAFE Growth ETF in Q4 2021 and held it in 2 quarters.
  • Proffitt & Goodson's iShares MSCI EAFE Growth ETF position peaked at $7.5K in Q1 2025.
  • 986 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2025.

Based on Proffitt & Goodson's 13F filing for Q2 2025, filed 23 Jul 2025.