WLIM
EFG icon

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

White Lighthouse 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
Q2 		– Sell
-2,136
Closed -$214K – 140
2025
Q1 		$214K Buy
2,136
+1
+0% +$102 0.04% 130
2024
Q4 		$207K Sell
2,135
-43
-2% -$4.37K 0.04% 132
2024
Q3 		$234K Buy
2,178
+8
+0.4% +$830 0.04% 122
2024
Q2 		$222K Sell
2,170
-662
-23% -$67.7K 0.04% 117
2024
Q1 		$294K Hold
2,832
– – 0.06% 106
2023
Q4 		$274K Sell
2,832
-70
-2% -$6.27K 0.06% 105
2023
Q3 		$250K Hold
2,902
– – 0.06% 107
2023
Q2 		$277K Hold
2,902
– – 0.07% 102
2023
Q1 		$272K Sell
2,902
-102
-3% -$9.17K 0.07% 101
2022
Q4 		$252K Hold
3,004
– – 0.07% 99
2022
Q3 		$218K Hold
3,004
– – 0.06% 103
2022
Q2 		$242K Buy
3,004
+9
+0.3% +$782 0.07% 99
2022
Q1 		$288K Hold
2,995
– – 0.07% 96
2021
Q4 		$330K Hold
2,995
– – 0.08% 92
2021
Q3 		$319K Hold
2,995
– – 0.09% 91
2021
Q2 		$321K Sell
2,995
-100
-3% -$10.6K 0.09% 93
2021
Q1 		$311K Sell
3,095
-30
-1% -$3.05K 0.1% 90
2020
Q4 		$315K Hold
3,125
– – 0.1% 93
2020
Q3 		$281K Sell
3,125
-95
-3% -$8.42K 0.1% 95
2020
Q2 		$268K Sell
3,220
-190
-6% -$14.8K 0.1% 99
2020
Q1 		$242K Sell
3,410
-700
-17% -$56.7K 0.1% 106
2019
Q4 		$355K Sell
4,110
-950
-19% -$79.3K 0.13% 95
2019
Q3 		$407K Sell
5,060
-1,082
-18% -$86.5K 0.16% 88
2019
Q2 		$496K Sell
6,142
-449
-7% -$35.4K 0.21% 80
2019
Q1 		$510K Sell
6,591
-560
-8% -$41.5K 0.23% 72
2018
Q4 		$494K Sell
7,151
-449
-6% -$32.7K 0.27% 71
2018
Q3 		$609K Sell
7,600
-1,760
-19% -$140K 0.31% 65
2018
Q2 		$738K Sell
9,360
-4,262
-31% -$345K 0.41% 59
2018
Q1 		$1.09M Sell
13,622
-300
-2% -$24.5K 0.63% 41
2017
Q4 		$1.12M Buy
+13,922
New +$1.1M 0.65% 38

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

White Lighthouse Investment Management's EFG Position: Q2 2025 in Review

White Lighthouse Investment Management sold out of iShares MSCI EAFE Growth ETF (EFG) in Q2 2025, closing a stake of 2,136 shares — an estimated $214K sold.

White Lighthouse Investment Management first reported a position in EFG in Q4 2017 and held it in 30 quarters. The position peaked at $1.12M in Q4 2017. 986 funds tracked by Wall St. Rank hold EFG as of Q2 2025.

  • White Lighthouse Investment Management reported no remaining iShares MSCI EAFE Growth ETF position as of Q2 2025 after selling out during the quarter.
  • White Lighthouse Investment Management sold 2,136 iShares MSCI EAFE Growth ETF shares in Q2 2025, an estimated $214K.
  • White Lighthouse Investment Management first reported a position in iShares MSCI EAFE Growth ETF in Q4 2017 and held it in 30 quarters.
  • White Lighthouse Investment Management's iShares MSCI EAFE Growth ETF position peaked at $1.12M in Q4 2017.
  • 986 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2025.

Based on White Lighthouse Investment Management's 13F filing for Q2 2025, filed 30 Jul 2025.