Rappaport Reiches Capital Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Rappaport Reiches Capital 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 Q1	$467K	Hold	4,673	–	–	0.12%	64
2024 Q4	$452K	Hold	4,673	–	–	0.12%	63
2024 Q3	$503K	Hold	4,673	–	–	0.13%	59
2024 Q2	$478K	Sell	4,673 -27	-0.6%	-$2.76K	0.14%	57
2024 Q1	$488K	Buy	4,700 +27	+0.6%	+$2.69K	0.15%	63
2023 Q4	$453K	Buy	+4,673	New	+$419K	0.17%	51

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Rappaport Reiches Capital Management's EFG Position: Q1 2025 in Review

Rappaport Reiches Capital Management held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q1 2025 at 4,673 shares worth $467K. The position accounts for 0.12% of the portfolio, ranked #64.

Rappaport Reiches Capital Management first reported a position in EFG in Q4 2023 and has held it in 6 quarters since. The position peaked at $503K in Q3 2024. 964 funds tracked by Wall St. Rank hold EFG as of Q1 2025.

Rappaport Reiches Capital Management held 4,673 shares of iShares MSCI EAFE Growth ETF worth $467K as of Q1 2025.
Rappaport Reiches Capital Management left its iShares MSCI EAFE Growth ETF share count unchanged in Q1 2025.
iShares MSCI EAFE Growth ETF made up 0.12% of Rappaport Reiches Capital Management's portfolio in Q1 2025, its #64 holding.
Rappaport Reiches Capital Management first reported a position in iShares MSCI EAFE Growth ETF in Q4 2023 and has held it in 6 quarters since.
Rappaport Reiches Capital Management's iShares MSCI EAFE Growth ETF position peaked at $503K in Q3 2024.
964 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2025.

Based on Rappaport Reiches Capital Management's 13F filing for Q1 2025, filed 22 Apr 2025.