Ruedi Wealth Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Ruedi Wealth 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 Q2	–	Sell	-286	Closed	-$28.6K	–	136
2025 Q1	$28.6K	Hold	286	–	–	0.01%	111
2024 Q4	$27.7K	Hold	286	–	–	0.01%	111
2024 Q3	$30.8K	Hold	286	–	–	0.01%	108
2024 Q2	$29.3K	Hold	286	–	–	0.01%	111
2024 Q1	$29.7K	Hold	286	–	–	0.01%	107
2023 Q4	$27.7K	Buy	+286	New	+$25.6K	0.01%	101
2023 Q2	–	Sell	-312	Closed	-$29.2K	–	235
2023 Q1	$29.2K	Buy	+312	New	+$28.1K	0.02%	109

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Ruedi Wealth Management's EFG Position: Q2 2025 in Review

Ruedi Wealth Management sold out of iShares MSCI EAFE Growth ETF (EFG) in Q2 2025, closing a stake of 286 shares — an estimated $28.6K sold.

Ruedi Wealth Management first reported a position in EFG in Q1 2023 and held it in 7 quarters. The position peaked at $30.8K in Q3 2024. 986 funds tracked by Wall St. Rank hold EFG as of Q2 2025.

Ruedi Wealth Management reported no remaining iShares MSCI EAFE Growth ETF position as of Q2 2025 after selling out during the quarter.
Ruedi Wealth Management sold 286 iShares MSCI EAFE Growth ETF shares in Q2 2025, an estimated $28.6K.
Ruedi Wealth Management first reported a position in iShares MSCI EAFE Growth ETF in Q1 2023 and held it in 7 quarters.
Ruedi Wealth Management's iShares MSCI EAFE Growth ETF position peaked at $30.8K in Q3 2024.
986 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2025.

Based on Ruedi Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.