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 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

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. 964 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.
964 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.