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Waterway Wealth Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Waterway Wealth Management’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
-10,778
Closed -$1.04M – 82
2024
Q4 		$1.04M Buy
+10,778
New +$1.1M 0.46% 24

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

Waterway Wealth Management's EFG Position: Q1 2025 in Review

Waterway Wealth Management sold out of iShares MSCI EAFE Growth ETF (EFG) in Q1 2025, closing a stake of 10,778 shares — an estimated $1.04M sold.

Waterway Wealth Management first reported a position in EFG in Q4 2024 and held it in 1 quarter. The position peaked at $1.04M in Q4 2024. 964 funds tracked by Wall St. Rank hold EFG as of Q1 2025.

  • Waterway Wealth Management reported no remaining iShares MSCI EAFE Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Waterway Wealth Management sold 10,778 iShares MSCI EAFE Growth ETF shares in Q1 2025, an estimated $1.04M.
  • Waterway Wealth Management first reported a position in iShares MSCI EAFE Growth ETF in Q4 2024 and held it in 1 quarter.
  • Waterway Wealth Management's iShares MSCI EAFE Growth ETF position peaked at $1.04M in Q4 2024.
  • 964 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2025.

Based on Waterway Wealth Management's 13F filing for Q1 2025, filed 8 May 2025.