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

WCG 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	-38,322	Closed	-$4.36M	–	505
2025 Q3	$4.36M	Sell	38,322 -696	-2%	-$77.6K	0.27%	92
2025 Q2	$4.37M	Buy	39,018 +889	+2%	+$93.8K	0.28%	94
2025 Q1	$3.81M	Sell	38,129 -36,785	-49%	-$3.75M	0.29%	95
2024 Q4	$7.25M	Buy	74,914 +2,320	+3%	+$236K	0.48%	70
2024 Q3	$7.82M	Buy	72,594 +262	+0.4%	+$27.2K	0.53%	58
2024 Q2	$7.4M	Buy	72,332 +34,491	+91%	+$3.53M	0.55%	57
2024 Q1	$3.93M	Buy	37,841 +18,812	+99%	+$1.87M	0.33%	73
2023 Q4	$1.84M	Sell	19,029 -8,847	-32%	-$793K	0.14%	146
2023 Q3	$2.41M	Buy	27,876 +2,172	+8%	+$200K	0.18%	123
2023 Q2	$2.45M	Buy	+25,704	New	+$2.45M	0.29%	71

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

WCG Wealth Advisors's EFG Position: Q4 2025 in Review

WCG Wealth Advisors sold out of iShares MSCI EAFE Growth ETF (EFG) in Q4 2025, closing a stake of 38,322 shares — an estimated $4.36M sold.

WCG Wealth Advisors first reported a position in EFG in Q2 2023 and held it in 10 quarters. The position peaked at $7.82M in Q3 2024. 976 funds tracked by Wall St. Rank hold EFG as of Q4 2025.

WCG Wealth Advisors reported no remaining iShares MSCI EAFE Growth ETF position as of Q4 2025 after selling out during the quarter.
WCG Wealth Advisors sold 38,322 iShares MSCI EAFE Growth ETF shares in Q4 2025, an estimated $4.36M.
WCG Wealth Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q2 2023 and held it in 10 quarters.
WCG Wealth Advisors's iShares MSCI EAFE Growth ETF position peaked at $7.82M in Q3 2024.
976 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q4 2025.

Based on WCG Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.