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Westside Investment Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Westside Investment 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
Q4 		– Sell
-50
Closed -$5.69K – 1506
2025
Q3 		$5.69K Hold
50
– – ﹤0.01% 1250
2025
Q2 		$5.6K Hold
50
– – ﹤0.01% 1139
2025
Q1 		$5K Buy
+50
New +$5.1K ﹤0.01% 779

Other funds holding EFG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Westside Investment Management's EFG Position: Q4 2025 in Review

Westside Investment Management sold out of iShares MSCI EAFE Growth ETF (EFG) in Q4 2025, closing a stake of 50 shares — an estimated $5.69K sold.

Westside Investment Management first reported a position in EFG in Q1 2025 and held it in 3 quarters. The position peaked at $5.69K in Q3 2025. 980 funds tracked by Wall St. Rank hold EFG as of Q4 2025.

  • Westside Investment Management reported no remaining iShares MSCI EAFE Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Westside Investment Management sold 50 iShares MSCI EAFE Growth ETF shares in Q4 2025, an estimated $5.69K.
  • Westside Investment Management first reported a position in iShares MSCI EAFE Growth ETF in Q1 2025 and held it in 3 quarters.
  • Westside Investment Management's iShares MSCI EAFE Growth ETF position peaked at $5.69K in Q3 2025.
  • 980 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q4 2025.

Based on Westside Investment Management's 13F filing for Q4 2025, filed 23 Jan 2026.