Siligmueller & Norvid Wealth Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Siligmueller & Norvid Wealth 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 Q3	$2.49M	Buy	+21,885	New	+$2.44M	1.12%	28

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

Siligmueller & Norvid Wealth Advisors's EFG Position: Q3 2025 in Review

Siligmueller & Norvid Wealth Advisors opened a new position in iShares MSCI EAFE Growth ETF (EFG) in Q3 2025: 21,885 shares worth $2.49M. The stake represents 1.12% of the portfolio and ranks #28 among its holdings.

975 funds tracked by Wall St. Rank hold EFG as of Q3 2025.

Siligmueller & Norvid Wealth Advisors held 21,885 shares of iShares MSCI EAFE Growth ETF worth $2.49M as of Q3 2025.
iShares MSCI EAFE Growth ETF was a new Siligmueller & Norvid Wealth Advisors position in Q3 2025.
iShares MSCI EAFE Growth ETF made up 1.12% of Siligmueller & Norvid Wealth Advisors's portfolio in Q3 2025, its #28 holding.
975 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2025.

Based on Siligmueller & Norvid Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.