Welch & Forbes’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Welch & Forbes’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	-2,127	Closed	-$206K	–	372
2024 Q4	$206K	Buy	+2,127	New	+$216K	﹤0.01%	374
2023 Q4	–	Sell	-2,356	Closed	-$203K	–	368
2023 Q3	$203K	Hold	2,356	–	–	﹤0.01%	360
2023 Q2	$225K	Buy	+2,356	New	+$224K	﹤0.01%	356

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Welch & Forbes's EFG Position: Q1 2025 in Review

Welch & Forbes sold out of iShares MSCI EAFE Growth ETF (EFG) in Q1 2025, closing a stake of 2,127 shares — an estimated $206K sold.

Welch & Forbes first reported a position in EFG in Q2 2023 and held it in 3 quarters. The position peaked at $225K in Q2 2023. 964 funds tracked by Wall St. Rank hold EFG as of Q1 2025.

Welch & Forbes reported no remaining iShares MSCI EAFE Growth ETF position as of Q1 2025 after selling out during the quarter.
Welch & Forbes sold 2,127 iShares MSCI EAFE Growth ETF shares in Q1 2025, an estimated $206K.
Welch & Forbes first reported a position in iShares MSCI EAFE Growth ETF in Q2 2023 and held it in 3 quarters.
Welch & Forbes's iShares MSCI EAFE Growth ETF position peaked at $225K in Q2 2023.
964 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2025.

Based on Welch & Forbes's 13F filing for Q1 2025, filed 2 May 2025.