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Salomon & Ludwin’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Salomon & Ludwin’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
-16
Closed -$1.55K – 720
2024
Q4 		$1.55K Buy
+16
New +$1.63K ﹤0.01% 618
2020
Q1 		– Sell
-743
Closed -$64K – 233
2019
Q4 		$64K Hold
743
– – 0.01% 98
2019
Q3 		$60K Hold
743
– – 0.01% 85
2019
Q2 		$60K Buy
+743
New +$58.6K 0.01% 84

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
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
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Salomon & Ludwin's EFG Position: Q1 2025 in Review

Salomon & Ludwin sold out of iShares MSCI EAFE Growth ETF (EFG) in Q1 2025, closing a stake of 16 shares — an estimated $1.55K sold.

Salomon & Ludwin first reported a position in EFG in Q2 2019 and held it in 4 quarters. The position peaked at $64K in Q4 2019. 964 funds tracked by Wall St. Rank hold EFG as of Q1 2025.

  • Salomon & Ludwin reported no remaining iShares MSCI EAFE Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Salomon & Ludwin sold 16 iShares MSCI EAFE Growth ETF shares in Q1 2025, an estimated $1.55K.
  • Salomon & Ludwin first reported a position in iShares MSCI EAFE Growth ETF in Q2 2019 and held it in 4 quarters.
  • Salomon & Ludwin's iShares MSCI EAFE Growth ETF position peaked at $64K in Q4 2019.
  • 964 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2025.

Based on Salomon & Ludwin's 13F filing for Q1 2025, filed 28 Apr 2025.