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

Wealth Quarterback’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	-22,459	Closed	-$2.56M	–	155
2025 Q3	$2.56M	Buy	22,459 +1,556	+7%	+$173K	0.99%	21
2025 Q2	$2.34M	Buy	+20,903	New	+$2.2M	1.11%	21
2021 Q3	$2K	Hold	10	–	–	﹤0.01%	708
2021 Q2	$2K	Buy	+10	New	+$1.06K	﹤0.01%	740
2020 Q2	–	Sell	-10	Closed	-$711	–	291
2020 Q1	$711	Hold	10	–	–	﹤0.01%	865
2019 Q4	$865	Buy	+10	New	+$834	﹤0.01%	864

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

Wealth Quarterback's EFG Position: Q4 2025 in Review

Wealth Quarterback sold out of iShares MSCI EAFE Growth ETF (EFG) in Q4 2025, closing a stake of 22,459 shares — an estimated $2.56M sold.

Wealth Quarterback first reported a position in EFG in Q4 2019 and held it in 6 quarters. The position peaked at $2.56M in Q3 2025. 976 funds tracked by Wall St. Rank hold EFG as of Q4 2025.

Wealth Quarterback reported no remaining iShares MSCI EAFE Growth ETF position as of Q4 2025 after selling out during the quarter.
Wealth Quarterback sold 22,459 iShares MSCI EAFE Growth ETF shares in Q4 2025, an estimated $2.56M.
Wealth Quarterback first reported a position in iShares MSCI EAFE Growth ETF in Q4 2019 and held it in 6 quarters.
Wealth Quarterback's iShares MSCI EAFE Growth ETF position peaked at $2.56M in Q3 2025.
976 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q4 2025.

Based on Wealth Quarterback's 13F filing for Q4 2025, filed 15 Jan 2026.