SageView Advisory Group’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

SageView Advisory Group’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 Q4	$1.18M	Buy	10,398 +36	+0.3%	+$4.13K	0.04%	233
2025 Q3	$1.18M	Buy	+10,362	New	+$1.15M	0.04%	245
2024 Q2	–	Sell	-2,788,471	Closed	-$273M	–	583
2024 Q1	$273M	Buy	2,788,471 +2,783,580	+56,912%	+$277M	13.79%	1
2023 Q4	$477K	Sell	4,891 -3,477	-42%	-$312K	0.02%	404
2023 Q3	$722K	Buy	8,368 +689	+9%	+$63.5K	0.04%	262
2023 Q2	$733K	Buy	+7,679	New	+$730K	0.04%	278

Other funds holding EFG

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SageView Advisory Group's EFG Position: Q4 2025 in Review

SageView Advisory Group increased its iShares MSCI EAFE Growth ETF (EFG) stake by 0.35% in Q4 2025, buying an estimated $4.13K and bringing the position to 10,398 shares worth $1.18M. The position accounts for 0.04% of the portfolio, ranked #233.

SageView Advisory Group first reported a position in EFG in Q2 2023 and has held it in 6 quarters since. The position peaked at $273M in Q1 2024. 976 funds tracked by Wall St. Rank hold EFG as of Q4 2025.

SageView Advisory Group held 10,398 shares of iShares MSCI EAFE Growth ETF worth $1.18M as of Q4 2025.
SageView Advisory Group bought 36 iShares MSCI EAFE Growth ETF shares in Q4 2025, an estimated $4.13K.
iShares MSCI EAFE Growth ETF made up 0.04% of SageView Advisory Group's portfolio in Q4 2025, its #233 holding.
SageView Advisory Group first reported a position in iShares MSCI EAFE Growth ETF in Q2 2023 and has held it in 6 quarters since.
SageView Advisory Group's iShares MSCI EAFE Growth ETF position peaked at $273M in Q1 2024.
976 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.