West Coast Financial’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

West Coast Financial’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 Q2	–	Sell	-2,667	Closed	-$267K	–	42
2025 Q1	$267K	Hold	2,667	–	–	0.03%	148
2024 Q4	$258K	Hold	2,667	–	–	0.03%	151
2024 Q3	$287K	Buy	2,667 +242	+10%	+$25.1K	0.03%	147
2024 Q2	$248K	Buy	2,425 +375	+18%	+$38.3K	0.03%	153
2024 Q1	$213K	Buy	+2,050	New	+$204K	0.03%	157
2023 Q4	–	Sell	-3,175	Closed	-$274K	–	160
2023 Q3	$274K	Hold	3,175	–	–	0.04%	123
2023 Q2	$303K	Hold	3,175	–	–	0.04%	124
2023 Q1	$297K	Hold	3,175	–	–	0.05%	113
2022 Q4	$266K	Hold	3,175	–	–	0.05%	114
2022 Q3	$230K	Hold	3,175	–	–	0.04%	108
2022 Q2	$256K	Sell	3,175 -2,612	-45%	-$227K	0.05%	106
2022 Q1	$557K	Hold	5,787	–	–	0.09%	81
2021 Q4	$638K	Hold	5,787	–	–	0.09%	79
2021 Q3	$616K	Hold	5,787	–	–	0.1%	84
2021 Q2	$621K	Hold	5,787	–	–	0.1%	83
2021 Q1	$581K	Hold	5,787	–	–	0.1%	81
2020 Q4	$584K	Hold	5,787	–	–	0.11%	75
2020 Q3	$520K	Hold	5,787	–	–	0.12%	77
2020 Q2	$481K	Buy	5,787 +142	+3%	+$11.1K	0.12%	74
2020 Q1	$401K	Sell	5,645 -750	-12%	-$60.8K	0.11%	74
2019 Q4	$553K	Hold	6,395	–	–	0.12%	76
2019 Q3	$515K	Hold	6,395	–	–	0.12%	80
2019 Q2	$517K	Hold	6,395	–	–	0.12%	78
2019 Q1	$495K	Hold	6,395	–	–	0.12%	82
2018 Q4	$442K	Buy	+6,395	New	+$466K	0.13%	79

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

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

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

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

West Coast Financial's EFG Position: Q2 2025 in Review

West Coast Financial sold out of iShares MSCI EAFE Growth ETF (EFG) in Q2 2025, closing a stake of 2,667 shares — an estimated $267K sold.

West Coast Financial first reported a position in EFG in Q4 2018 and held it in 25 quarters. The position peaked at $638K in Q4 2021. 986 funds tracked by Wall St. Rank hold EFG as of Q2 2025.

West Coast Financial reported no remaining iShares MSCI EAFE Growth ETF position as of Q2 2025 after selling out during the quarter.
West Coast Financial sold 2,667 iShares MSCI EAFE Growth ETF shares in Q2 2025, an estimated $267K.
West Coast Financial first reported a position in iShares MSCI EAFE Growth ETF in Q4 2018 and held it in 25 quarters.
West Coast Financial's iShares MSCI EAFE Growth ETF position peaked at $638K in Q4 2021.
986 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2025.

Based on West Coast Financial's 13F filing for Q2 2025.