TPWA
EFG icon

TRUE Private Wealth Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

TRUE Private 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
Q4 		– Sell
-1,990
Closed -$227K – 267
2025
Q3 		$227K Sell
1,990
-959
-33% -$107K 0.02% 243
2025
Q2 		$330K Buy
2,949
+297
+11% +$31.3K 0.04% 196
2025
Q1 		$265K Sell
2,652
-4,394
-62% -$448K 0.03% 204
2024
Q4 		$682K Sell
7,046
-8,839
-56% -$898K 0.08% 116
2024
Q3 		$1.71M Sell
15,885
-1,617
-9% -$168K 0.2% 72
2024
Q2 		$1.79M Buy
17,502
+5,253
+43% +$537K 0.2% 73
2024
Q1 		$1.27M Sell
12,249
-1,198
-9% -$119K 0.15% 84
2023
Q4 		$1.3M Sell
13,447
-6,908
-34% -$619K 0.16% 81
2023
Q3 		$1.76M Buy
20,355
+595
+3% +$54.9K 0.24% 67
2023
Q2 		$1.89M Buy
19,760
+5,834
+42% +$555K 0.28% 59
2023
Q1 		$1.3M Buy
13,926
+3,724
+37% +$335K 0.19% 65
2022
Q4 		$855K Sell
10,202
-899
-8% -$72.7K 0.13% 81
2022
Q3 		$805K Buy
11,101
+3,193
+40% +$260K 0.12% 79
2022
Q2 		$636K Buy
7,908
+150
+2% +$13K 0.09% 104
2022
Q1 		$696K Sell
7,758
-8,817
-53% -$867K 0.1% 107
2021
Q4 		$1.83M Buy
16,575
+677
+4% +$74.1K 0.26% 63
2021
Q3 		$1.69M Buy
15,898
+4,858
+44% +$535K 0.25% 64
2021
Q2 		$1.18M Buy
11,040
+3,719
+51% +$395K 0.18% 79
2021
Q1 		$735K Sell
7,321
-4,316
-37% -$439K 0.12% 107
2020
Q4 		$1.17M Sell
11,637
-9,195
-44% -$870K 0.2% 75
2020
Q3 		$1.87M Sell
20,832
-6,710
-24% -$595K 0.32% 51
2020
Q2 		$2.29M Buy
+27,542
New +$2.15M 0.42% 44
2018
Q4 		– Sell
-137
Closed -$11K – 427
2018
Q3 		$11K Buy
+137
New +$10.9K ﹤0.01% 739

Other funds holding EFG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

TRUE Private Wealth Advisors's EFG Position: Q4 2025 in Review

TRUE Private Wealth Advisors sold out of iShares MSCI EAFE Growth ETF (EFG) in Q4 2025, closing a stake of 1,990 shares — an estimated $227K sold.

TRUE Private Wealth Advisors first reported a position in EFG in Q3 2018 and held it in 23 quarters. The position peaked at $2.29M in Q2 2020. 978 funds tracked by Wall St. Rank hold EFG as of Q4 2025.

  • TRUE Private Wealth Advisors reported no remaining iShares MSCI EAFE Growth ETF position as of Q4 2025 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 1,990 iShares MSCI EAFE Growth ETF shares in Q4 2025, an estimated $227K.
  • TRUE Private Wealth Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q3 2018 and held it in 23 quarters.
  • TRUE Private Wealth Advisors's iShares MSCI EAFE Growth ETF position peaked at $2.29M in Q2 2020.
  • 978 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q4 2025.

Based on TRUE Private Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.