Vantage Financial Partners (Wisconsin)’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Vantage Financial Partners (Wisconsin)’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	$269K	Buy	2,357 +19	+0.8%	+$2.18K	0.05%	174
2025 Q3	$266K	Sell	2,338 -5	-0.2%	-$557	0.06%	175
2025 Q2	$262K	Sell	2,343 -3	-0.1%	-$316	0.06%	173
2025 Q1	$235K	Sell	2,346 -2,716	-54%	-$277K	0.06%	166
2024 Q4	$490K	Sell	5,062 -3,089	-38%	-$314K	0.12%	103
2024 Q3	$877K	Buy	8,151 +1,366	+20%	+$142K	0.22%	62
2024 Q2	$694K	Sell	6,785 -1,288	-16%	-$132K	0.18%	62
2024 Q1	$838K	Buy	8,073 +48	+0.6%	+$4.78K	0.23%	53
2023 Q4	$777K	Buy	+8,025	New	+$719K	0.23%	47

Other funds holding EFG

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

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

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

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

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

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

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

Vantage Financial Partners (Wisconsin)'s EFG Position: Q4 2025 in Review

Vantage Financial Partners (Wisconsin) increased its iShares MSCI EAFE Growth ETF (EFG) stake by 0.81% in Q4 2025, buying an estimated $2.18K and bringing the position to 2,357 shares worth $269K. The position accounts for 0.05% of the portfolio, ranked #174.

Vantage Financial Partners (Wisconsin) first reported a position in EFG in Q4 2023 and has held it in 9 quarters since. The position peaked at $877K in Q3 2024. 976 funds tracked by Wall St. Rank hold EFG as of Q4 2025.

Vantage Financial Partners (Wisconsin) held 2,357 shares of iShares MSCI EAFE Growth ETF worth $269K as of Q4 2025.
Vantage Financial Partners (Wisconsin) bought 19 iShares MSCI EAFE Growth ETF shares in Q4 2025, an estimated $2.18K.
iShares MSCI EAFE Growth ETF made up 0.05% of Vantage Financial Partners (Wisconsin)'s portfolio in Q4 2025, its #174 holding.
Vantage Financial Partners (Wisconsin) first reported a position in iShares MSCI EAFE Growth ETF in Q4 2023 and has held it in 9 quarters since.
Vantage Financial Partners (Wisconsin)'s iShares MSCI EAFE Growth ETF position peaked at $877K in Q3 2024.
976 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q4 2025.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q4 2025, filed 3 Feb 2026.