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Western Financial Corp’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Western Financial Corp’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
-2,622
Closed -$254K – 128
2024
Q4 		$254K Sell
2,622
-1,218
-32% -$124K 0.14% 119
2024
Q3 		$413K Sell
3,840
-269
-7% -$27.9K 0.23% 89
2024
Q2 		$420K Buy
4,109
+1,413
+52% +$144K 0.25% 81
2024
Q1 		$280K Sell
2,696
-731
-21% -$72.8K 0.17% 105
2023
Q4 		$332K Sell
3,427
-2,452
-42% -$220K 0.22% 99
2023
Q3 		$507K Sell
5,879
-1,371
-19% -$126K 0.37% 85
2023
Q2 		$692K Sell
7,250
-377
-5% -$35.9K 0.47% 64
2023
Q1 		$714K Buy
7,627
+2,567
+51% +$231K 0.51% 53
2022
Q4 		$424K Sell
5,060
-827
-14% -$66.9K 0.27% 85
2022
Q3 		$427K Buy
5,887
+2,342
+66% +$191K 0.3% 82
2022
Q2 		$285K Buy
3,545
+46
+1% +$4K 0.2% 86
2022
Q1 		$337K Sell
3,499
-11
-0.3% -$1.08K 0.2% 79
2021
Q4 		$387K Buy
3,510
+187
+6% +$20.5K 0.2% 74
2021
Q3 		$354K Buy
3,323
+1,018
+44% +$112K 0.21% 75
2021
Q2 		$247K Buy
2,305
+197
+9% +$20.9K 0.13% 79
2021
Q1 		$212K Sell
2,108
-243
-10% -$24.7K 0.13% 80
2020
Q4 		$237K Buy
+2,351
New +$222K 0.16% 72

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

Western Financial Corp's EFG Position: Q1 2025 in Review

Western Financial Corp sold out of iShares MSCI EAFE Growth ETF (EFG) in Q1 2025, closing a stake of 2,622 shares — an estimated $254K sold.

Western Financial Corp first reported a position in EFG in Q4 2020 and held it in 17 quarters. The position peaked at $714K in Q1 2023. 964 funds tracked by Wall St. Rank hold EFG as of Q1 2025.

  • Western Financial Corp reported no remaining iShares MSCI EAFE Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Western Financial Corp sold 2,622 iShares MSCI EAFE Growth ETF shares in Q1 2025, an estimated $254K.
  • Western Financial Corp first reported a position in iShares MSCI EAFE Growth ETF in Q4 2020 and held it in 17 quarters.
  • Western Financial Corp's iShares MSCI EAFE Growth ETF position peaked at $714K in Q1 2023.
  • 964 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2025.

Based on Western Financial Corp's 13F filing for Q1 2025, filed 23 Apr 2025.