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EFG icon

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

RHS Financial’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
-3,169
Closed -$317K – 136
2025
Q1 		$317K Sell
3,169
-4,217
-57% -$430K 0.18% 100
2024
Q4 		$715K Buy
7,386
+1,358
+23% +$138K 0.37% 65
2024
Q3 		$649K Buy
+6,028
New +$625K 0.33% 69
2024
Q2 		– Sell
-4,929
Closed -$512K – 82
2024
Q1 		$512K Buy
4,929
+597
+14% +$59.4K 0.3% 68
2023
Q4 		$420K Sell
4,332
-6,783
-61% -$608K 0.27% 70
2023
Q3 		$959K Sell
11,115
-438
-4% -$40.4K 0.67% 39
2023
Q2 		$1.1M Buy
11,553
+722
+7% +$68.7K 0.81% 35
2023
Q1 		$1.01M Buy
10,831
+7,279
+205% +$655K 0.77% 38
2022
Q4 		$298K Sell
3,552
-2,659
-43% -$215K 0.24% 73
2022
Q3 		$451K Buy
6,211
+3,612
+139% +$295K 0.4% 52
2022
Q2 		$209K Buy
2,599
+336
+15% +$29.2K 0.17% 77
2022
Q1 		$218K Sell
2,263
-1,932
-46% -$190K 0.16% 71
2021
Q4 		$463K Buy
4,195
+319
+8% +$34.9K 0.32% 56
2021
Q3 		$413K Buy
+3,876
New +$427K 0.3% 60

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

RHS Financial's EFG Position: Q2 2025 in Review

RHS Financial sold out of iShares MSCI EAFE Growth ETF (EFG) in Q2 2025, closing a stake of 3,169 shares — an estimated $317K sold.

RHS Financial first reported a position in EFG in Q3 2021 and held it in 14 quarters. The position peaked at $1.1M in Q2 2023. 986 funds tracked by Wall St. Rank hold EFG as of Q2 2025.

  • RHS Financial reported no remaining iShares MSCI EAFE Growth ETF position as of Q2 2025 after selling out during the quarter.
  • RHS Financial sold 3,169 iShares MSCI EAFE Growth ETF shares in Q2 2025, an estimated $317K.
  • RHS Financial first reported a position in iShares MSCI EAFE Growth ETF in Q3 2021 and held it in 14 quarters.
  • RHS Financial's iShares MSCI EAFE Growth ETF position peaked at $1.1M in Q2 2023.
  • 986 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2025.

Based on RHS Financial's 13F filing for Q2 2025, filed 25 Jul 2025.