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TrueWealth Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

TrueWealth 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
Q1 		– Sell
-4,840
Closed -$469K – 215
2024
Q4 		$469K Buy
4,840
+938
+24% +$95.3K 0.16% 123
2024
Q3 		$420K Sell
3,902
-1,017
-21% -$106K 0.14% 126
2024
Q2 		$503K Buy
4,919
+1,283
+35% +$131K 0.19% 97
2024
Q1 		$377K Sell
3,636
-603
-14% -$60K 0.15% 110
2023
Q4 		$411K Sell
4,239
-217
-5% -$19.4K 0.16% 104
2023
Q3 		$385K Sell
4,456
-999
-18% -$92.1K 0.16% 101
2023
Q2 		$520K Buy
5,455
+340
+7% +$32.3K 0.21% 77
2023
Q1 		$479K Buy
5,115
+1,536
+43% +$138K 0.2% 84
2022
Q4 		$300K Sell
3,579
-642
-15% -$51.9K 0.13% 134
2022
Q3 		$306K Buy
4,221
+1,289
+44% +$105K 0.15% 113
2022
Q2 		$236K Sell
2,932
-2,935
-50% -$255K 0.11% 145
2022
Q1 		$647K Hold
5,867
– – 0.29% 74
2021
Q4 		$647K Buy
5,867
+493
+9% +$54K 0.29% 74
2021
Q3 		$572K Buy
5,374
+1,566
+41% +$172K 0.32% 66
2021
Q2 		$409K Buy
3,808
+776
+26% +$82.5K 0.24% 77
2021
Q1 		$316K Buy
+3,032
New +$308K 0.21% 90

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

TrueWealth Advisors's EFG Position: Q1 2025 in Review

TrueWealth Advisors sold out of iShares MSCI EAFE Growth ETF (EFG) in Q1 2025, closing a stake of 4,840 shares — an estimated $469K sold.

TrueWealth Advisors first reported a position in EFG in Q1 2021 and held it in 16 quarters. The position peaked at $647K in Q1 2022. 964 funds tracked by Wall St. Rank hold EFG as of Q1 2025.

  • TrueWealth Advisors reported no remaining iShares MSCI EAFE Growth ETF position as of Q1 2025 after selling out during the quarter.
  • TrueWealth Advisors sold 4,840 iShares MSCI EAFE Growth ETF shares in Q1 2025, an estimated $469K.
  • TrueWealth Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q1 2021 and held it in 16 quarters.
  • TrueWealth Advisors's iShares MSCI EAFE Growth ETF position peaked at $647K in Q1 2022.
  • 964 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2025.

Based on TrueWealth Advisors's 13F filing for Q1 2025, filed 10 Apr 2025.