VPP
EFG icon

Vertex Planning Partners’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Vertex Planning Partners’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
-7,461
Closed -$850K – 142
2025
Q3 		$850K Sell
7,461
-30,829
-81% -$3.44M 0.16% 80
2025
Q2 		$4.29M Buy
38,290
+1,045
+3% +$110K 0.9% 27
2025
Q1 		$3.72M Buy
37,245
+14,843
+66% +$1.51M 0.81% 28
2024
Q4 		$2.17M Buy
22,402
+717
+3% +$72.9K 0.48% 40
2024
Q3 		$2.33M Buy
21,685
+1,096
+5% +$114K 0.56% 31
2024
Q2 		$2.11M Buy
20,589
+7,856
+62% +$803K 0.55% 27
2024
Q1 		$1.32M Buy
12,733
+2,833
+29% +$282K 0.37% 39
2023
Q4 		$959K Sell
9,900
-4,908
-33% -$440K 0.28% 44
2023
Q3 		$1.28M Sell
14,808
-2,125
-13% -$196K 0.44% 30
2023
Q2 		$1.62M Buy
16,933
+1,299
+8% +$124K 0.55% 28
2023
Q1 		$1.46M Buy
15,634
+4,769
+44% +$429K 0.55% 29
2022
Q4 		$910K Buy
+10,865
New +$878K 0.36% 37

Other funds holding EFG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Vertex Planning Partners's EFG Position: Q4 2025 in Review

Vertex Planning Partners sold out of iShares MSCI EAFE Growth ETF (EFG) in Q4 2025, closing a stake of 7,461 shares — an estimated $850K sold.

Vertex Planning Partners first reported a position in EFG in Q4 2022 and held it in 12 quarters. The position peaked at $4.29M in Q2 2025. 976 funds tracked by Wall St. Rank hold EFG as of Q4 2025.

  • Vertex Planning Partners reported no remaining iShares MSCI EAFE Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Vertex Planning Partners sold 7,461 iShares MSCI EAFE Growth ETF shares in Q4 2025, an estimated $850K.
  • Vertex Planning Partners first reported a position in iShares MSCI EAFE Growth ETF in Q4 2022 and held it in 12 quarters.
  • Vertex Planning Partners's iShares MSCI EAFE Growth ETF position peaked at $4.29M in Q2 2025.
  • 976 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q4 2025.

Based on Vertex Planning Partners's 13F filing for Q4 2025, filed 17 Feb 2026.