TFF
EFG icon

The Family Firm’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

The Family Firm’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
-2,580
Closed -$258K – 112
2025
Q1 		$258K Sell
2,580
-275
-10% -$28K 0.06% 184
2024
Q4 		$277K Buy
2,855
+20
+0.7% +$2.03K 0.06% 173
2024
Q3 		$305K Hold
2,835
– – 0.07% 164
2024
Q2 		$290K Buy
2,835
+24
+0.9% +$2.45K 0.06% 158
2024
Q1 		$292K Hold
2,811
– – 0.07% 158
2023
Q4 		$272K Buy
2,811
+19
+0.7% +$1.7K 0.07% 155
2023
Q3 		$241K Buy
2,792
+325
+13% +$30K 0.07% 153
2023
Q2 		$235K Sell
2,467
-49
-2% -$4.66K 0.06% 166
2023
Q1 		$236K Hold
2,516
– – 0.07% 159
2022
Q4 		$211K Buy
+2,516
New +$203K 0.06% 177

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

The Family Firm's EFG Position: Q2 2025 in Review

The Family Firm sold out of iShares MSCI EAFE Growth ETF (EFG) in Q2 2025, closing a stake of 2,580 shares — an estimated $258K sold.

The Family Firm first reported a position in EFG in Q4 2022 and held it in 10 quarters. The position peaked at $305K in Q3 2024. 986 funds tracked by Wall St. Rank hold EFG as of Q2 2025.

  • The Family Firm reported no remaining iShares MSCI EAFE Growth ETF position as of Q2 2025 after selling out during the quarter.
  • The Family Firm sold 2,580 iShares MSCI EAFE Growth ETF shares in Q2 2025, an estimated $258K.
  • The Family Firm first reported a position in iShares MSCI EAFE Growth ETF in Q4 2022 and held it in 10 quarters.
  • The Family Firm's iShares MSCI EAFE Growth ETF position peaked at $305K in Q3 2024.
  • 986 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2025.

Based on The Family Firm's 13F filing for Q2 2025, filed 8 Aug 2025.