WAM
EFG icon

Weinberger Asset Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Weinberger Asset 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
-2,331
Closed -$226K – 81
2024
Q4 		$226K Sell
2,331
-403
-15% -$41K 0.09% 78
2024
Q3 		$294K Sell
2,734
-399
-13% -$41.4K 0.13% 72
2024
Q2 		$320K Sell
3,133
-417
-12% -$42.6K 0.15% 68
2024
Q1 		$368K Sell
3,550
-2,054
-37% -$204K 0.18% 63
2023
Q4 		$543K Sell
5,604
-2,970
-35% -$266K 0.28% 52
2023
Q3 		$740K Sell
8,574
-826
-9% -$76.1K 0.42% 44
2023
Q2 		$897K Sell
9,400
-2,281
-20% -$217K 0.49% 40
2023
Q1 		$1.09M Sell
11,681
-1,650
-12% -$148K 0.64% 32
2022
Q4 		$1.12M Sell
13,331
-2,738
-17% -$221K 0.69% 32
2022
Q3 		$1.17M Buy
16,069
+174
+1% +$14.2K 0.81% 28
2022
Q2 		$1.28M Buy
15,895
+4,741
+43% +$412K 0.84% 26
2022
Q1 		$1.07M Buy
11,154
+1,729
+18% +$170K 0.92% 22
2021
Q4 		$1.04M Buy
+9,425
New +$1.03M 0.85% 23

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

Weinberger Asset Management's EFG Position: Q1 2025 in Review

Weinberger Asset Management sold out of iShares MSCI EAFE Growth ETF (EFG) in Q1 2025, closing a stake of 2,331 shares — an estimated $226K sold.

Weinberger Asset Management first reported a position in EFG in Q4 2021 and held it in 13 quarters. The position peaked at $1.28M in Q2 2022. 964 funds tracked by Wall St. Rank hold EFG as of Q1 2025.

  • Weinberger Asset Management reported no remaining iShares MSCI EAFE Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Weinberger Asset Management sold 2,331 iShares MSCI EAFE Growth ETF shares in Q1 2025, an estimated $226K.
  • Weinberger Asset Management first reported a position in iShares MSCI EAFE Growth ETF in Q4 2021 and held it in 13 quarters.
  • Weinberger Asset Management's iShares MSCI EAFE Growth ETF position peaked at $1.28M in Q2 2022.
  • 964 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2025.

Based on Weinberger Asset Management's 13F filing for Q1 2025, filed 8 Apr 2025.