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Roehl & Yi Investment Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Roehl & Yi Investment 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
Q1 		– Sell
-3,154
Closed -$305K – 160
2024
Q4 		$305K Buy
+3,154
New +$321K 0.17% 112

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Flow Traders U.S.
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Roehl & Yi Investment Advisors's EFG Position: Q1 2025 in Review

Roehl & Yi Investment Advisors sold out of iShares MSCI EAFE Growth ETF (EFG) in Q1 2025, closing a stake of 3,154 shares — an estimated $305K sold.

Roehl & Yi Investment Advisors first reported a position in EFG in Q4 2024 and held it in 1 quarter. The position peaked at $305K in Q4 2024. 969 funds tracked by Wall St. Rank hold EFG as of Q1 2025.

  • Roehl & Yi Investment Advisors reported no remaining iShares MSCI EAFE Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Roehl & Yi Investment Advisors sold 3,154 iShares MSCI EAFE Growth ETF shares in Q1 2025, an estimated $305K.
  • Roehl & Yi Investment Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q4 2024 and held it in 1 quarter.
  • Roehl & Yi Investment Advisors's iShares MSCI EAFE Growth ETF position peaked at $305K in Q4 2024.
  • 969 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2025.

Based on Roehl & Yi Investment Advisors's 13F filing for Q1 2025, filed 29 May 2026.