RFN
EFG icon

RDA Financial Network’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

RDA Financial Network’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 		– Sell
-6,136
Closed -$687K – 265
2025
Q2 		$687K Sell
6,136
-102
-2% -$10.8K 0.19% 120
2025
Q1 		$624K Sell
6,238
-5,715
-48% -$583K 0.19% 117
2024
Q4 		$1.16M Buy
11,953
+4,277
+56% +$435K 0.34% 87
2024
Q3 		$826K Buy
7,676
+723
+10% +$75K 0.26% 104
2024
Q2 		$711K Buy
+6,953
New +$711K 0.23% 105
2023
Q3 		– Sell
-2,155
Closed -$206K – 223
2023
Q2 		$206K Buy
2,155
+15
+0.7% +$1.43K 0.09% 214
2023
Q1 		$200K Buy
+2,140
New +$192K 0.09% 213
2022
Q2 		– Sell
-2,209
Closed -$213K – 220
2022
Q1 		$213K Buy
+2,209
New +$217K 0.09% 205
2021
Q2 		– Sell
-4,187
Closed -$421K – 227
2021
Q1 		$421K Sell
4,187
-69
-2% -$7.02K 0.18% 134
2020
Q4 		$429K Sell
4,256
-4,170
-49% -$395K 0.19% 123
2020
Q3 		$757K Buy
8,426
+13
+0.2% +$1.15K 0.34% 77
2020
Q2 		$699K Buy
+8,413
New +$657K 0.35% 74

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RDA Financial Network's EFG Position: Q3 2025 in Review

RDA Financial Network sold out of iShares MSCI EAFE Growth ETF (EFG) in Q3 2025, closing a stake of 6,136 shares — an estimated $687K sold.

RDA Financial Network first reported a position in EFG in Q2 2020 and held it in 12 quarters. The position peaked at $1.16M in Q4 2024. 978 funds tracked by Wall St. Rank hold EFG as of Q3 2025.

  • RDA Financial Network reported no remaining iShares MSCI EAFE Growth ETF position as of Q3 2025 after selling out during the quarter.
  • RDA Financial Network sold 6,136 iShares MSCI EAFE Growth ETF shares in Q3 2025, an estimated $687K.
  • RDA Financial Network first reported a position in iShares MSCI EAFE Growth ETF in Q2 2020 and held it in 12 quarters.
  • RDA Financial Network's iShares MSCI EAFE Growth ETF position peaked at $1.16M in Q4 2024.
  • 978 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2025.

Based on RDA Financial Network's 13F filing for Q3 2025, filed 8 Oct 2025.