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

Scissortail 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 Q3	–	Sell	-27,934	Closed	-$3.13M	–	117
2025 Q2	$3.13M	Buy	27,934 +871	+3%	+$91.9K	0.75%	41
2025 Q1	$2.71M	Sell	27,063 -14,299	-35%	-$1.46M	0.7%	45
2024 Q4	$4.01M	Buy	41,362 +40,939	+9,678%	+$4.16M	1.03%	34
2024 Q3	$4.22M	Sell	423 -26,881	-98%	-$2.79M	1.02%	38
2024 Q2	$2.79M	Buy	27,304 +291	+1%	+$29.7K	0.71%	46
2024 Q1	$2.8M	Buy	+27,013	New	+$2.69M	0.74%	46
2022 Q4	–	Sell	-33,722	Closed	-$2.55M	–	133
2022 Q3	$2.55M	Buy	+33,722	New	+$2.75M	1.32%	28
2022 Q2	–	Sell	-24,053	Closed	-$2.08M	–	127
2022 Q1	$2.08M	Buy	+24,053	New	+$2.36M	1.02%	33

Other funds holding EFG

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

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

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Scissortail Wealth Management's EFG Position: Q3 2025 in Review

Scissortail Wealth Management sold out of iShares MSCI EAFE Growth ETF (EFG) in Q3 2025, closing a stake of 27,934 shares — an estimated $3.13M sold.

Scissortail Wealth Management first reported a position in EFG in Q1 2022 and held it in 8 quarters. The position peaked at $4.22M in Q3 2024. 975 funds tracked by Wall St. Rank hold EFG as of Q3 2025.

Scissortail Wealth Management reported no remaining iShares MSCI EAFE Growth ETF position as of Q3 2025 after selling out during the quarter.
Scissortail Wealth Management sold 27,934 iShares MSCI EAFE Growth ETF shares in Q3 2025, an estimated $3.13M.
Scissortail Wealth Management first reported a position in iShares MSCI EAFE Growth ETF in Q1 2022 and held it in 8 quarters.
Scissortail Wealth Management's iShares MSCI EAFE Growth ETF position peaked at $4.22M in Q3 2024.
975 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2025.

Based on Scissortail Wealth Management's 13F filing for Q3 2025, filed 29 Oct 2025.